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Allow Fin to connect to external systems and handle more complex processes automatically.

Fin Tasks and Data connectors explained

How to set up Data connectors with external systems for personalized Fin answers and other automations.

How to set up Data connectors

Available action templates and use cases for Fin AI Agent using third party apps.

Use Data connector templates [beta]

Designing and using your APIs with Data connectors

How to use email verification before triggering a Data connector in a workflow or with Fin.

Secure Data connectors with One-Time Passcode

Here are a few best practices to consider when creating and using Data connectors with Fin.

Best practices when using Data connectors with Fin

Enabling Fin to handle more complex processes automatically.

How to set up Fin Tasks

See our best practices and examples when creating Fin Tasks and writing instructions for Fin.

Best practices for Fin Tasks

Learn about accessing and using Fin Tasks and Data connectors securely with Fin.

Fin Tasks and Data connectors FAQs

Beth-Ann Sher

Ivan

Alissa Tyrangiel

Allowing Fin to connect to external systems and handle more complex processes automatically.

Use Fin Tasks and Data connectors

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