What We'll Cover

  • Introduction to Kantata Connect

    Dive into the core functionalities of Kantata Connect, exploring its robust automation capabilities, integration features, and the extensive array of connectors available. Learn how to navigate the platform, understand the basic concepts of integrations and automations, and begin to leverage pre-built automation recipes for immediate efficiency gains.

  • Overview of the Connector

    Focus on the Kantata OX Connector, understanding its role in enhancing data management through effective integration strategies. Gain practical experience in creating, managing, and utilizing connections to optimize data flow and automate workflows within your organizational ecosystem.

  • Introduction to Recipes and Workflow Building

    Discover the power of recipes in Kantata Connect, which are essential for automating tasks and processes. This module guides you through creating your first recipe, setting up triggers, and defining actions to automate workflows based on specific operational needs.

  • Best Practices for Monitoring and Troubleshooting

    Review how to effectively monitor your Kantata Connect account and troubleshoot workflows and recipes, ensuring that you can handle common errors and issues proficiently. You’ll also continue to develop a comprehensive plan for utilizing Kantata Connect across different departments within your organization.

Course Description

Expected Duration: Approximately 3-4 hours

Welcome to the introductory course on Kantata Connect, a cutting-edge platform designed to streamline and automate data processing and workflows within Kantata and across integrated third-party applications. This course is structured into several modules, each tailored to equip you with the skills and knowledge to effectively utilize Kantata Connect in enhancing operational efficiency and collaboration across business environments.

By the end of this course, you will be proficient in utilizing Kantata Connect to its full potential, enabling you to drive significant improvements in process efficiency, collaboration, and overall business performance. Whether you are looking to automate routine tasks, enhance data compliance, or improve project visibility, this course will provide you with the necessary tools and insights.


Course Objectives

After completion of this course, students will be able to:

  1. Identify the main features of Kantata Connect, and define related key terms and concepts.
  2. Recognize how Kantata Connect automates data processing and workflows to improve efficiency and collaboration across business environments.
  3. Create a connection with your Kantata OX account.
  4. Apply knowledge of Kantata Connect to set up basic integrations or automations, for example creating a recipe that syncs user data from BambooHR to Kantata.
  5. Evaluate the efficiency and effectiveness of existing workflows and suggest improvements or alternatives that enhance performance or reduce costs.
  6. Design and build multi-step workflows that involve conditional logic (if-then statements) to automate a comprehensive business process.


Who Should Take This Course

The target audience for this course should meet the following criteria and prerequisites:

Course curriculum

  • 1
    Course Resources
  • 2
    Introduction to Kantata Connect
  • 3
    Overview of the Connector
  • 4
    Introduction to Recipes and Workflow Building
  • 5
    Best Practices for Monitoring and Troubleshooting
  • Course Overview: Kantata Connect Reading: Interacting With Your Course Scenario: Meet the Team
  • Module Overview: Introduction to Kantata Connect Scenario: Solving Operational Challenges Reading: Introduction to Kantata Connect Demo: Overview of Kantata Connect Reading: Key Terms and Concepts Activity: Take a Tour of the Kantata Connect User Interface Reading: Getting Started with Kantata Connect Knowledge Check: Key Concepts, User Interface, and Permissions Lab: Set Up Your Kantata Connect Account
  • Module Overview: Overview of the Connector Scenario: Connecting Applications Reading: Connections Overview Reading: The Kantata OX Connector Demo: How to Create a Connection Reading: Creating Your Kantata OX Connection Lab: Create a Connection to Kantata OX Reading: Overview of Lookup Tables Demo: Lookup Tables Knowledge Check: Connections and Lookup Tables
  • Module Overview: Introduction to Recipes and Workflow Building Scenario: Automating Manual Tasks Reading: Introduction to Recipes and Workflow Building Demo: How to Build a Recipe Reading: Recipe Triggers Reading: Recipe Actions Reading: Overview of Recipe Details Reading: Starting a New Recipe Knowledge Check: Recipe Building Lab: Create a Recipe - Setup and Trigger Lab: Create a Recipe - Conditions and Actions Reading: Recipe Testing Demo: Testing Your Recipe Lab: Test Your Recipe
  • Module Overview: Best Practices for Monitoring and Troubleshooting Scenario: Monitoring and Troubleshooting Reading: Optimizing Task Usage Reading: Best Practices Demo: Monitoring and Troubleshooting Errors Knowledge Check: Monitoring and Troubleshooting Lab: Kantata Connect Adoption Planning Survey: Course Feedback Course Completion