Workiva connector for Okou
Connect Workiva to read and manage files, documents, spreadsheets, presentations, tasks, and operational metadata.
Docs & knowledge · OAuth Bearer Token
Use Workiva in Okou
Workiva API for files, documents, spreadsheets, presentations, tasks, activity records, and operational metadata.
Once connected, supported Workiva actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Workiva
- Read organization and workspace activity records and activity action metadata.
- Read organization, workspace, role, group, membership, and user metadata.
- Read Workiva files, documents, spreadsheets, presentations, content, permissions, milestones, sustainability metadata, and completed operation results.
- Run file-scoped exports, validations, and other read-scope operations that can start provider work or return generated content.
- Read asynchronous operation status and results.
- Read Graph reports, records, test forms, phases, matrices, samples, and attachments.
- Start Graph exports or attachment downloads that can perform provider-side work or return generated content.
- Read Workiva tasks.
How the Workiva connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Workiva
Choose OAuth Bearer Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Workiva securely
Use the connection method that fits your account and grant only the access the workflow needs.
- OAuth Bearer Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What Workiva covers
The topics this connector's published operations touch.
- workiva
- wdesk
- financial reporting
- spreadsheets
- documents
- sustainability
Workiva connector questions
- What can Okou do with Workiva?
- Connect Workiva to read and manage files, documents, spreadsheets, presentations, tasks, and operational metadata. Documented actions include: Read organization and workspace activity records and activity action metadata. Read organization, workspace, role, group, membership, and user metadata.
- How do I connect Workiva to Okou?
- Connect Workiva using OAuth Bearer Token. The connection controls which supported actions a workflow can use.
- Can Workiva run in an automated workflow?
- Yes. After it is connected, supported Workiva actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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