Rosterfy

Automations handle repetitive tasks for you to save time and simplify your work.

Understanding Automation Tasks

Automations handle repetitive tasks so you can save time and simplify your work.

Understanding Automation Rules

Understanding Automation Actions

Create and Update an Automation

Automation categories allow you to group automations by function, making it easier to manage and locate specific workflows as your system grows.

Create and Update an Automation Category

Automatically send reminders or updates when a specific date is reached on a User's profile, an Event, or Role Offer.

Understanding Data-Based Automation Tasks

Duplicate an Automation or copy an Automation to another account.

Copy an Automation

Automations can be marked as inheritable to subaccounts.

Inherit Automations to Subaccounts

Configure automated reminders in Automations.

Create a Reminder Automation

The Admin Console Request on User List is a manual tool that allows you to trigger a sequence of tasks for specific users or groups directly from the Admin Console.

Create an Admin Console Automation

View a technical log of an Automation's system data in code format.

View Automation History

Use Archive to hide Automations without losing important information.

Archive and Restore an Automation

Deleting an Automation halts its processes and moves it to a Deleted list, where it remains stored and available for future restoration.

Delete and Recover an Automation

Automations

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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.

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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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