Adaptive

Join us for a live walkthrough of what’s new in Adaptive, plus a spotlight on powerful features you may not be fully leveraging yet.  

In this session, we’ll cover recent product updates, workflow improvements, and underutilized tools that can help you save time, tighten financial controls, and get more value from the platform.  

We’ll also leave time for live Q&amp;A and a preview of what’s coming next.  

Whether you’re a daily user or just getting started, this webinar will help you make the most of Adaptive.

REGISTRATION OPEN: What's New in Adaptive - July Product Updates + Features You Might Have Missed

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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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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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