PreciseFP

📢 Updates to Workflow Settings, Hub Filters, and Client Actions

📢 A New Way To Quickly Create Workflows & Household Members, CRM Sync Enhancements, and more!

📢 Customizable Client Dates, A New Way To See Active Workflows, and More!

📢 Announcing Hubly for Teams

📢 A New Look For Tasks, A Tag Manager, New Integration In Beta, And More!

📢 Previews For Reminders, Supercharged Views, Quick Actions, And More!

📢 Age-Based Rules, New Filters, And More!

📢 Hubly Digest, Client Exports, and Improved Next Workflows!

📢 Reminder Status Filter, Seasonal Task Conditions, and More!

Updates

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Create your workspace and invite the people you work with.

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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.

Prototype article-aware answer

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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.