Coffee

Here’s a step-by-step guide to help you onboard into Coffee and get started smoothly.

Getting Started with your Coffee Account

Learn how to manage your daily schedule, access AI meeting briefings and summaries, and track tasks on your Coffee Today page.

Exploring your Today page

Invite your team to Coffee and start collaborating in one place

Inviting your team to Coffee

Learn how to set up your Coffee profile as a member and sync your accounts for automatic contact and meeting updates.

Setting up your Coffee Account (member)

Sync your Google Workspace or Microsoft 365 account with Coffee to automatically create contacts and companies and track emails and meetings.

Connecting your Google Workspace or Microsoft 365 account

Everything you need to get started with Coffee

Getting Started

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Volume, creators and topics for your company.

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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.

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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Reading along with you

English

Adding a company

Adding People

Editing or managing a company profile

Managing the Companies view

Editing a person's profile

Deleting a company

Creating company or people lists

Renaming a list