Element

Maciej Michalewski

Communication and automation

Gmail and Office365, and why manual messages will not send without it.

Connecting your mailbox

Reusable content, inserting candidate data, and the limits of templates.

Message templates and variables

The three messages the system sends by itself, and how to change them.

Automatic messages

Connecting a mailbox, manual sending, templates, automatic messages.

Email

Character limits, bulk sending, and what happens to candidate replies.

Sending SMS

Calendar, invitations, video call links, and what the system cannot do.

Scheduling meetings and video calls

Calendar sync, scheduling meetings, video calls.

Meetings and calendar

What gets sent automatically, when and to whom — and how to delay it.

Stage actions: automating the process

Automation: what gets sent automatically, and when.

Stage actions

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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.

{appName} in 60 seconds

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.