Workia

Oliver Trundley

Carlo Arazas

Rebecca Darling

Video Guides

Managing Case Types

Creating Merge Documents

Editing Ticket Status, Types and SLAs

Creating and Editing Plans

Managing Checklists

Creating Reports

Video Configuration Guides

Getting Started Spotlight Session

A webinar guide on how to import your data to Workia.

Importing Your Data Spotlight Session

Plans Spotlight Session

A webinar guide on Case Management, Approvals, and User Roles.

Case Management, Approvals, and Roles Spotlight Session

Checklists Spotlight Sessions

Tickets Spotlight Session

Documents and Emails Spotlight Session

Cost Estimates Spotlight Session

A webinar guide on Reporting and Analytics.

Reporting and Analytics Spotlight Session

A webinar guide on Compensation Calculations.

Compensation Calculations Spotlight Session

A webinar guide on managing suppliers and the ecosystem.

Managing Suppliers and the Ecosystem Spotlight Session

Weekly Spotlight Sessions

Updates

Roadmap

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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.

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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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