Ready to take Fin further? This new Academy course (~25 mins) shows you how to use Procedures to handle more complex, multi-step customer queries using real data from your systems.
You’ll learn how to:
• Understand when and why to use Procedures
• Map out your process before building
• Set up clean, reliable data connectors
• Write clear steps, logic, and conditions
• Test everything with simulations before going live
This course is for you if Fin is already live and you want it to do more than answer informational queries, things like looking up account information, processing requests, or troubleshooting issues that require multiple steps and real data from your systems.
👉 Get started here
Already building? You can also jump into specific lessons based on what you need.
Lessons:
1. How Procedures work
→ Use this to explain what Procedures are + when to use them (incl. key building blocks)
2. How to map a procedure
→ Use this when a customer isn’t clear on their process or jumping straight into the builder
3. How to think about data connectors (clean data)
→ How to avoid common pitfalls when setting up Data Connectors and clean and transform the
4. Best practices for writing a procedure
→ Use this when they’re building and need help structuring steps, logic, and branches
5. Use simulations to test your procedure
→ Use this when they’re close to going live and want to test edge cases properly
