Briefmatic

This short video is all about what to do when you're logging into Briefmatic for the first time.

Getting started video - what to do when you log in for the first time

A quick guide to help you get your Briefmatic account up and running

Getting started with Briefmatic

A quick guide to getting the most out of Briefmatic

How to use Briefmatic

What's the best way to reach us if you need more help

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Robert Mark

Helpful suggestions on how to best get Briefmatic setup 

How to get started with Briefmatic

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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.

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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.

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.

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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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