BusinessChat

Learn how to monitor and optimize your automation statistics.

Understanding Automation Performance

Learn how to monitor and analyze the performance of your automations, including overall results, step-level statistics, and revenue attribution.

Track Automation Performance

Learn how to export detailed revenue reports from your automations to track orders, contact numbers, order dates, and amounts in USD.

Export Revenue Reports for Automations

Automation Reports

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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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