Prospyr

Build an automated workflow in Prospyr: choose a trigger, add connected steps like texts, waits and conditions, save it, and turn it on.

How to Create a Workflow

Choose when a workflow starts and customize which events, patients, or situations it applies to.

How to Set Up Workflow Triggers

Learn how to add, edit, or remove workflow actions, including messages, waits, conditions, record updates, and integrations.

How to Add and Manage Workflow Actions

Describe what you want to happen, and let the AI Assistant help build your workflow.

How to Create a Workflow with the AI Assistant

Find a workflow, test it safely in Read only mode, edit and save it, turn it on or off, and duplicate or delete it.

How to Test and Manage Workflows

See when a workflow ran, what happened at each step, and what to check before running it again.

How to Check Workflow Run History

Learn how to build automated workflows with triggers and actions, test them safely, and review run history to see what happened.

Workflows

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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.

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Connect the tools your team already uses to bring data in.

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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.

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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.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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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