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As an Admin, learn what Controls are in Automations.

What is a Control in Automations?

As an Admin, learn how to duplicate Automations and what aspects of an Automation is included or not included when you duplicate it.

How can I duplicate an Automation?

Learn what a Status is in Optix Automations.

What are the Automation statuses?

As an admin, learn about what the Automation labels are and how to use them

What are automation labels?

Learn how to determine if your Automation is active and enrolling Users, Teams, or Admins into the automated workflows.

How do I know that my Automation is working?

Learn how to delete a step within an Automation in your Optix dashboard.

How do I delete a step in an Automation?

Learn how to pause or stop an active Automation.

How do I pause an Automation?

As an Admin, learn how to create Labels for your Automations, and learn examples of common/popular Labels other Admins have used.

How can I use Labels in Automations?

As an Admin, learn if it is possible to re-enroll Users into a newer version of an Automation.

Can I re-enrol a User in a new version of an automation?

As an Admin, learn where you can see who has received your automated emails and messages, sent via Automations.

How can I see who has received messages and emails from an Automation?

As an Admin, learn how to unenroll Users from your Automations.

How do I unenroll a User from an Automation?

As an Admin, learn how updating or changing an Automation affects the current enrollments and future enrollments in that Automation.

How do multiple versions work with Automations?

As an Admin, learn how to edit a live Automation.

How can I edit or change a live Automation?

As an Admin, learn how to end or pause an Automation, as well as how to unenroll specific Users from an Automation.

How do I end or pause an Automation?

As an Admin, learn how to view all previous and current Enrollments of an Automation you have created.

How do I view the Enrollments for an Automation?

Sarah L.

Raul Zhou

Managing Automations

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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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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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