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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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dashboard, click on the Edit Dashboard button… Drag-and-drop functionality can also be used to 

 process, click on the Settings button then on Login Page

If you want to quickly generate a report that doesn't require much 

, the Basic Reporting feature is what you should use

You can quickly view your sales history and failed payment attempts in the 

 area. This article shows you exactly where to look

To brand your platform using AI, click on the Settings button then on Branding and 

 tab and click on the Generate with AI button… Theme has been created, click on the Settings button again, but this time, navigate to Dashboard 

To set your platform's color theme, click on the Settings button, then on Branding and 

 tab to and either click Create a Theme or hover over a theme you want

Click on the Edit button to open the dashboard 

the Learner dashboard, click on the Settings button in the upper-right and click on Dashboard 

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