altaFlow

Generate and manage public links to send workflows from CRM automation tools.

Add autostart to your workflow

Automate document creation on a schedule using data from uploaded Excel spreadsheets to pre-fill fields.

Scheduled start from Excel file

Automatically send documents triggered by spreadsheet updates in Google Sheets.

Send documents after Google Sheets update

Automatically send documents triggered by spreadsheet updates in Excel.

Send documents after Microsoft 365 Excel update

Automatically trigger document workflows when records are created or updated in Airtable.

Start a process scheduled from Airtable

Schedule automatic document sending pre-filled with data from Google Sheets on a recurring basis.

Start a process scheduled from Google Sheets

Trigger document sending with data from another completed workflow.

Send documents pre-filled with data from another workflow

Configure automatic document distribution on a recurring schedule.

Send documents with Scheduled start

Enable the autostart option in your workflow to automatically trigger documents sending.

Autostarts

Create a custom design with text, images, and links

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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.

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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