Overview

Databox pulls all of your data into one place so you can track performance and discover insights in real time. You can connect Databoards by following the instructions below.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Airtable. Set a title and icon that represents the app.

3. We recommend setting this up as a manual app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an automatic app.

4. Next, click Add. You will be taken to to the app's page, where you can set the embed for each client, group, or company.

5. Click Add to add your first embed or link. Select the client(s) or company to share the app with.

6. Select Show as embed so that the client isn't directed outside of the portal.

7. Go to your Databox Databoards page.

8. To share a Databoard, hover over the desired one and click Share.

9. A window will open. Under the Shareable Link tab, click Copy next to the URL.

10. Go back to the app page in Copilot, paste the copied link into the content box, and click Save.