Terros

Turn on reporting metrics for workflow actions and stages

Understand action counts, stage counts, and who receives credit

Check metrics in Test Drive and save the workflow

Add workflow action and stage columns to Stats

Compare the results with activity you know occurred

- Turn on reporting metrics for workflow actions and stages
- Understand action counts, stage counts, and who receives credit
- Check metrics in Test Drive and save the workflow
- Add workflow action and stage columns to Stats
- Compare the results with activity you know occurred

Learn how to configure workflow actions and stages for reporting, test the metrics, and add their columns to Stats in Terros web.

Workflow Reporting Video (Web)

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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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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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Workflow Reporting Video (Web)

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