EnviroAutomate

Overview of the Dashboard - your at-a-glance view of upcoming and overdue work, high-priority action items, client report status, and monthly activity

Dashboard Overview

Trin Murphy

Your daily starting points — the Workflow section of the sidebar covers the Dashboard, Action Items, and Schedule, which surface what needs your attention right now.

Workflow

Standard Operating Procedure (SOP) for creating a new action item to track tasks, follow-ups, and issues

Creating an Action Item

Standard Operating Procedure (SOP) for editing an existing action item to update details, status, and linked records

Editing an Action Item

Tracking work that needs to be done — creating and editing action items, including how to assign, prioritise, and close them.

Action Items

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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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