Relata

We automatically detect phone numbers, roles and locations

Where do the contact details come from?

What are Privacy reads and why do they matter?

What are privacy reads?

Get to grips with interest, effort and more.

Understanding the data

How we measure the strength of your relationships

What is a Relationship Score

What are Interest points

What are Effort points

How is the Relationship Score calculated

How is Interest calculated

How is Effort calculated

Relationship Rank

Relationship Trend

Relationship Status

Scores

How often does the data refresh

Data availability

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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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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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