Optix

As an Admin, learn how to use Automations to send custom instructions for any Members with bookings or Leads visiting your space.

Using Automations to send custom instructions to Members and Leads

As an Admin, learn how to use Automations to engage with prospective Members/Leads.

How to engage with prospective members or Leads using Automations

As an admin, learn how to send emails to your users automatically when they are running low on allowances

How to notify Users when they are running low on Allowance

As an admin, learn how to automatically add allowances to user accounts when they are running low

How to automatically add allowance to your Users' account

As an admin, learn how to create an Automation that helps you run promotions, upsell memberships and encourage annual or longterm commitment

How I can run a promotion for new members or incentivize memberships?

As an admin, learn how to automate sending door access codes to members to get access to your space

How to automate sending door access codes to members

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Raul Zhou

Automations Use Cases

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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.

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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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