Putting it all together

A practical checklist of tasks you'll complete in the Precog interface to set up your data integration.

Now that you understand how Precog works and how to structure your account, here's the actual sequence of steps you'll follow in the Precog interface to get your data flowing from sources to destinations.

The Setup Sequence

1. Access Your Organization

  • Log into Precog and access your organization
  • Invite team members if you're working collaboratively
  • Review organization settings and permissions

2. Create Your First Workspace

  • Create a new workspace with a descriptive name
  • Set workspace permissions for team members
  • Configure basic workspace settings

3. Connect Your Data Source

  • Navigate to the Sources section in your workspace
  • Select your source type (Salesforce, database, API, etc.)
  • Enter connection details and authentication credentials
  • Test the connection to ensure it's working properly

4. Set Up Your Destination

  • Go to the Destinations section in your workspace
  • Choose your destination type (Snowflake, BigQuery, database, etc.)
  • Configure connection settings and authentication
  • Test the destination connection

5. Configure What Data to Move

  • Specify which tables, objects, or data you want to extract from your source
  • Set up any filtering or selection criteria
  • Choose the format and structure for your destination data

6. Create Your Schedule

  • Navigate to the Schedules section
  • Create a new schedule with appropriate timing (daily, hourly, etc.)
  • Link your source and destination to the schedule
  • Set up error handling and retry policies

7. Run Your First Integration

  • Trigger your schedule manually for the first test run
  • Monitor the execution in real-time
  • Verify data appears correctly in your destination

8. Monitor and Maintain

  • Check the History section to monitor ongoing performance
  • Set up alerts and notifications for failures
  • Review and optimize performance as needed

What You'll See in the Interface

Organization Dashboard

  • Overview of all your workspaces
  • Team member management
  • Organization-wide settings and billing

Workspace Dashboard

  • Summary of sources, destinations, and schedules
  • Recent execution history and status
  • Quick access to create new connections

Sources Section

  • List of all connected data sources
  • Connection status and health checks
  • Configuration and testing tools

Destinations Section

  • All configured output destinations
  • Connection monitoring and validation
  • Data format and schema management

Schedules Section

  • All automated data processing schedules
  • Execution timing and frequency settings
  • Dependency and error handling configuration

History Section

  • Complete log of all data processing runs
  • Performance metrics and execution details
  • Error logs and troubleshooting information

Tips for Success

Start Simple

  • Begin with one source and one destination
  • Use a simple daily schedule for your first integration
  • Add complexity gradually as you gain confidence

Test Thoroughly

  • Always test connections before creating schedules
  • Run manual executions before relying on automated schedules
  • Verify data quality in your destination system

Monitor Actively

  • Check your first few scheduled runs to ensure they're working properly
  • Set up appropriate alerts so you're notified of any issues
  • Review performance regularly and optimize as needed

Document Your Work

  • Use descriptive names for workspaces, sources, and destinations
  • Add notes and documentation within Precog for team reference
  • Keep track of any custom configurations or special requirements

Common First Steps

For CRM Integration:

  1. Create "Customer Data" workspace
  2. Connect Salesforce/HubSpot source
  3. Set up data warehouse destination
  4. Schedule daily customer data sync
  5. Monitor for data quality and completeness

For Financial Reporting:

  1. Create "Financial Analytics" workspace
  2. Connect ERP or accounting system source
  3. Set up business intelligence destination
  4. Schedule daily financial data updates
  5. Verify reporting accuracy and timeliness

For Marketing Analytics:

  1. Create "Marketing Intelligence" workspace
  2. Connect advertising and web analytics sources
  3. Set up marketing data warehouse destination
  4. Schedule frequent marketing metrics updates
  5. Monitor campaign performance data flow

Ready to Begin

This sequence gives you the roadmap for turning your planning into action. Each step builds on the previous one, and the Precog interface guides you through the process with clear instructions and validation at each stage.

Next Steps:

  1. Try Getting Started - Follow the hands-on guide to complete these steps
  2. Learn about Organizations - Manage your team and settings
  3. Explore Workspaces - Deep dive into sources, destinations, and schedules
  4. Get Help - Find support when you need it

Remember: Precog is designed to make this process straightforward. While this list might seem long, each step is simple and the interface guides you through the process. Most users can get their first data integration running within 15-30 minutes.