Tribal Habits

It's time to plan out the initial training and knowledge you’re going to create.

Step 6 - Curriculum planning

In this step, you'll create your first content.

Step 7 - Creating your first content

In this step, you’ll complete some training settings for the content you’ve just created.

Step 8 - Training settings

In this step, you’ll plan and execute your internal communication.

Step 9 - Internal communication

In this step, you’ll communicate with your internal managers and assist them to get the most out of the platform.

Step 10 - Managers and team leads

Joey Halbert

Plan and build your first training, and prepare your staff and managers for launch.

Implementation Phase 2: Initial content

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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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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.