Coffee

Add or remove email domains so teammates on related domains can join your workspace automatically, without an invite.

Adding workspace domains

Add, edit, and delete custom fields for People, Companies, and Deals

Adding custom fields in Coffee

Assign who each teammate reports to, so their manager can see their emails, meetings, notes, tasks, and open deals based on your visibility settings.

Managing the reporting structure

Build formula fields to calculate values automatically for people, companies, and deals in Coffee

Creating and using formula fields

How Coffee supports HIPAA-compliant workflows and how to request a Business Associate Agreement (BAA).

HIPAA support and BAAs

Change your Coffee language for your workspace or your own account, and see what Coffee translates.

Changing your interface language

Set up a personalized email signature that automatically appears on emails sent from Coffee.

Adding or Modifying Your Email Signature

Pricing and Billing

Edit your personal details and connect your favorite tools

Managing account settings

Understand what each role can access in Coffee.

Roles and Permissions

Learn how to upgrade or downgrade your Coffee plan

How to change your subscription plan

Choose which updates you get by App, Email, or Slack, and manage alerts from the notification bell.

Managing notification preferences

Learn how to cancel your Coffee account, what happens after cancellation, and how integrations are handled.

How to cancel my Coffee account

Learn how to update your workspace name in Coffee.

Changing your workspace name

Changing your profile name or photo

Learn how to switch between dark or light mode in Coffee to reduce eye strain and customize your workspace interface.

Switching between dark and light mode

Learn how to permanently delete your Coffee workspace and all associated data, including subscription cancellation and data retention details.

How to delete my workspace and data

Learn how to set your fiscal year in Coffee to ensure accurate reporting periods and deal forecasting across your workspace.

Setting your fiscal year

Learn how Coffee protects your data through SOC 2 compliance, bank-grade encryption, and secure local processing.

How does Coffee keep my data safe?

Does Coffee send data to public AI engines, like ChatGPT?

Learn how to manage visibility settings for your emails, calendar, notes, and tasks within your Coffee workspace.

Managing visibility settings

Find out who changed a field in Coffee, when, and where the change came from, then restore a previous value.

Reviewing field changes

Admin, Billing, and Workspace

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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

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

Pick the right role for each person you add.

Update your plan, payment method, and invoices.