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Emma Montgomery

Peter Novosel

Nate Montgomery

Set up your workspace, learn the basics and build your first workflow.

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Brian Dollen

Work with your team through dashboards, My Work, comments, notifications, sharing, roles and permissions.

Collaboration

Piercen Reid

Automation not running, sign-in trouble, missing records, slow pages, the service status and how to reach support.

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Jon Darbyshire

Sravya Challagundla

Security practices, single sign-on and SCIM, access controls, and the subprocessors, DPA, GDPR and compliance pages.

Security and policy

SmartDoc fields and the Document Designer.

SmartDoc and documents

Artem Kunytsia

Learn to use SmartSuite's AI capabilities.

Fix an automation that did not run, build your first one, set who can edit them, connect Slack, email and webhooks, and check the limits by plan.

Automations

Every field type, with its settings, best practices and examples.

Fields

Collect data from people outside your workspace straight into your solution.

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Formula functions, operators and examples for calculations that stay current.

Formulas

Sync data between SmartSuite and other tools, and work with the REST API and webhooks.

Integrations and API

Learn how to control access to your sensitive data and workflows.

Members, roles and permissions

Everything you need to know about SmartSuite's native iOS and Android apps.

Mobile app

How to edit and manage content in SmartSuite records.

Records

Geoff McAdam

Build and manage solutions and tables, one per business process.

Solutions and tables

Views allow you to see the same information from different angles.

Views

Discover ways to make your information visible and accessible with Dashboards.

Dashboards and reporting

Workspace settings, plans, billing, seats and renewal.

Workspace and billing

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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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Create your account and invite the first people to your workspace.

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