Flatly

What is Flatly?

Details about Flatly Infrastructure and Security

Flatly Infrastructure + Security

Architecture

Cell Counts

Data Safety

Job Cloning

Frequencies

File Attachments

Two-way Sync Not Offered

Filtering

How to Request an Integration

Flatly Does not Sell Data

Flatly Legal

Using the Destination Lock Security Feature

Destination Lock

Josh

General

Pricing

More Info about Pricing

Single Month Use

Single User System

Policy Regarding Jobs Transfer between Clients

Change Email / Transfer Account

Free Forever Sponsored Plan

Understanding Plan Cell Limits

Understanding Pricing per Source File

W9 / Taxes / Vendor Management

How to Cancel your Plan

How to Delete / Close Account

Automatic Account Cancellation

How to sign up for a Plan

Account, Billing and Plans

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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.

Ship something

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.

Prototype article-aware answer

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.

Prototype getting-started answer

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.

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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