Gather

A quick tour of your Organize page, what's inside each event's details, and how the look follows your funeral home's theme color.

Take a Tour of Your Organize Page and Event Details

Search each task column, flip three switches, and narrow a long checklist to the tasks you mean. Clear a column's search and switches in one click.

Narrowing Your Task List with Search and Filters

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Zach A.

Learn how to get around your DashBoard and Organize page, from task search and filters to event details.

DashBoard and Organize Page

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Create your workspace and invite the people you work with.

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

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

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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.

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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.

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

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

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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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