Optix

Learn about the limits of steps within Automations, and how you can add more steps to your Automation.

Is there a limit to the number of steps in an automation?

Learn how to specify that a message in an Automation only sends to the Team Admin, instead of sending to the whole Team.

How do I send an automated message to only team admins vs. the whole team?

As an admin, learn how to use Personalization Data to personalize and customize the messages you send in your Automations.

How do I personalize the text in an automated message with specific members' details?

Learn how to change the name/label of your specific Automations

How do I name my Automation?

As an Admin, learn how to set up your Automation to take the action of sending an automated message to a fellow Admin.

How do I send an automated message to an Optix Admin?

As an admin, learn how to create an Automation

How do I create an Automation?

As an Admin, learn a number of example Conditions that you can use within your Automations and automated workflows.

What are some Conditions I can use in Automations?

As an Admin, learn what the Manual Enrollment Trigger is in Automations and how to use it.

What is the Manual Enrollment Trigger?

As an Admin, learn how the Resource Booking ended trigger works in Automations, and how to use it effectively

What is the Resource Booking ended Trigger?

As an Admin, learn how invoice-based Triggers work in Automations, and how to use them effectively

What are the 'Invoice became due / overdue' Automation Triggers?

As an Admin, learn how to automate actions in Optix based on document activity — such as when a document is sent for signing or fully completed

What are the 'Document Sent /  Complete' Automation Triggers?

As an Admin, learn what the Account Type Changed Trigger is in Automations and how loop protection works.

What is the Account Type Changed Trigger?

As an Admin, learn what the New Unconfirmed User trigger is in Automations and how it works.

What is the New Unconfirmed User Trigger?

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Raul Zhou

Creating 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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