Whip Around

A workflow automation is a rule you write once that runs by itself. When an inspection is submitted or a defect is created, it checks whether the event matches the…

Workflow automation overview

Building an automation takes a couple of minutes. This walkthrough goes through each step of the builder and then builds one real rule end to end, so you can follow…

Create your first workflow automation

The full reference for what an automation can react to, filter on, and do. Use it to check whether the rule you have in mind is possible before you start…

Triggers, conditions and actions

Where an automation asks you to write text, you can drop in tokens that get replaced with the real details when the rule runs. It's a small feature that makes…

Using tokens in your automation text

Two places show you what your automations have been doing: the Runs tab, which lists every time a rule was triggered, and the record itself, where an automation's actions appear…

Check what your automations have done

Rules worth building, in roughly the order most fleets find them useful. Each one is narrow on purpose — they're written to be safe to switch on, and you can…

Example automations

Work through these in order. Almost every case comes down to one of three things: the trigger never fired, a condition ruled the event out, or the automation didn't exist…

Why didn't my automation run?

Short answers to the questions we get asked most. Each one links to the article that covers it properly, if you want the detail.

Workflow automations: frequently asked questions

Set up, configuration and running workflow automations

Workflow Automations

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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.

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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.

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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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