Optix

As an admin, learn about the difference between Automations and Automations+

What is the difference between Automations+ and Automations?

As an Admin, learn what a Branch is in Automations and how to use it to create different paths in your workflows.

What is a Branch in Automations?

Learn what Automations are in Optix, what their main benefits are, and how to use them.

What is an Automation?

Learn what templates are in Automations, and how they can benefit your business and save you time.

What are Templates and how can I use them for my business?

Learn how to message Leads and Unconfirmed Users with Automations.

Can I use automations to email Leads?

Learn what an Enrollment is within the context of Automations.

What is an Enrollment?

As an Admin, learn what a Trigger is in Optix Automations, how to use them, and what the benefits of Triggers are.

What is a Trigger?

As an admin, learn about what actions are

What is an Action in Automations?

As an Admin, learn which levels or permission are available for Admins to able to see, edit, or create Automations.

Can all Admins create Automations?

As an Admin, learn what a Delay is in Automations and how to use them.

What is a Delay in Automations?

As an Admin, learn what Conditions are in Automations and how to use them.

What is a Condition in Automations?

Sarah L.

Raul Zhou

Getting Started with Automations 

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Create your workspace and invite the people you work with.

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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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