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Set up auto-actions that create tasks, phone call reminders, or tags when a contact reaches a step in an automation.

What are auto-actions, and how do I set them up?

Set goals that remove contacts from an automation once they take the desired action, such as buying or booking.

What are automation goals?

Add emails and texts to an automation, choose when to send them, and design the message.

What are auto-messages, and how do I set them up?

Avoid common automation mistakes, from timing delays and SMS limits to how goals and removals work.

What are some common mistakes when creating automations?

How to determine when you want your auto-message or auto-action to be sent or created.

What are the timing options for automation messages and auto-actions?

The entry rule of an automation determines who will qualify to enter the campaign and receive your message.

What are automation entry rules?

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Build an automation step by step: entry rules, goals, auto-messages, auto-actions, and timing.

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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.

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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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