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What the check-in measures, how it's structured, and what your summary tells you

An introduction to the Monthly Check-in

How long you have to complete each check-in, and what happens if you miss one

When your Monthly Check-in opens and closes

The sections the check-in covers, and why each one is there

What the Monthly Check-in asks you

How to start the check-in, save your progress, and skip the optional sections

Completing your Monthly Check-in

How to read your summary, your charts, and the comparison with your last check-in

Understanding your Monthly Check-in summary

Where to see previous Monthly Check-ins and read them back

Finding past Monthly Check-in summaries

About the Functional Capacity survey, how to read your score, and where to find your results

Your Functional Capacity results

Monthly Check-in

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Create your workspace and invite the people you work with.

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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.

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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