Futrli

You can rename a template you have created at any time. You cannot rename a Futrli template.

Go to Reports, then select Report templates.

Select the template title, then enter the new name. 

Select anywhere outside the title field to save.

1. Go to Reports, then select Report templates.
 
2. Select the template, then Edit.
 
3. Select the template title, then enter the new name. 
 
4. Select anywhere outside the title field to save.

Changes to published templates appear immediately for users who access the template.

Rename a template in Futrli to update the template title for other users in your workspace.

Rename a report template

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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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.

{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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