First Time Space Setup
Outcome
Section titled “Outcome”Set up a Confluence space so WorkatoSight can read Workato metadata, show cached facts, and render macros without making hidden live Workato calls during page reads.
Watch the first-time setup walkthrough
Guided Flow
Section titled “Guided Flow”-
Open the Confluence space settings and choose WorkatoSight Configuration.

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Enter the Workato API origin, allowed browser host patterns, credential, refresh preferences, and display timezone. Save the configuration and run diagnostics.
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Open WorkatoSight Dashboard from the configuration screen or the space app navigation.

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Confirm the Browse tab shows cached Workato facts and that search, dataset, state, environment, risk, and freshness filters are available.
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Open Documentation Coverage and run Scan visible pages after the architecture pages exist.

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Open Freshness and confirm the cache slices have clear fresh, stale, failed, or not-yet-available states.

Success Checklist
Section titled “Success Checklist”- The space is marked configured.
- Diagnostics complete without exposing secrets.
- Dashboard Browse shows cached Workato facts.
- Documentation Coverage completes without mutating Confluence pages.
- Freshness states are understandable for each cache slice.