Every integration in Ex.Brain must be assigned to a Block Category and one or more Workspaces during setup. This ensures the imported data is:
- Organized and searchable
- Permissioned correctly
- Usable by Ex.Brain in the right business context
This page explains exactly how this assignment works and how to update or edit it later.
What Is a Block Category? #
A Block Category is a folder or label used to group Blocks (datasets) by type or business function, such as “Finance,” “HR,” or “Inventory.”
Assigning an integration to a category helps:
- Control who can access it (via Access Levels)
- Keep your data organized by topic or department
- Allow Ex.Brain to prioritize or group answers based on category
Example: QuickBooks data should go under “Finance Reports,” and Google Calendar data might be best under “Scheduling & Meetings.”
What Is a Block Category? #
A Block Category is a folder or label used to group Blocks (datasets) by type or business function, such as “Finance,” “HR,” or “Inventory.”
Assigning an integration to a category helps:
- Control who can access it (via Access Levels)
- Keep your data organized by topic or department
- Allow Ex.Brain to prioritize or group answers based on category
If you operate multiple locations or brands, this step is critical for clean data control
Where to Assign These Values During Integration Setup #
When you connect an integration (see Page 2), the popup form includes:
- A dropdown list of Block Categories
- A multi-select list of Workspaces
How to Edit After Connecting #
If you selected the wrong category or workspace during setup:
- Go to Block Management → Block Inventory
- Find the integration-generated Block
- Click Edit (pencil icon)
- Update the Category or Workspace fields
- Click Save
Changes will immediately update AI access, search filters, and permissions
Best Practices #
- Use the same category for similar integrations (e.g., all finance apps under “Finance Reports”)
- Only assign Workspaces that actually need access to the data
- If you’re unsure, start narrow and expand later—fewer permissions = better security