Optmyzr

Rule Engine Spreadsheet Capability

Key-Value Pairs in Rule Engine

Custom Expressions in Rule Engine

Running Strategies on Search Terms

Connecting External Data in Rule Engine

Custom Variables in Rule Engine

Custom Date Ranges in Rule Engine

User guide to connect external data list with strategies in Rule Engine

Connecting External List Data in Rule Engine

Thinking Outside the Box & Do More with Optmyzr

Juan Carlos

Geetanjali Tyagi

Rishabh Singh Jasrotia

Use advanced Rule Engine settings to build more powerful strategies

Advanced Settings in Custom Strategies

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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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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.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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