The Getting Started with Automations guide provides an overview of the key concepts and fundamentals to get you up and running with Automations for your practice.
Click here to download the guide.
For more information, refer to Custom Processes.
/hc/en-us/categories/360001063892-Getting-Started
/hc/theming_assets/01JDG7MXB4R4BTMJ4PTBT9VF1R
Getting Started
Start a free trial, navigate FYI, and learn the essentials.
custom
/hc/en-us/categories/360002374291
/hc/theming_assets/01JD8GA8772PWQBHQ27Y4N9P85
Learning Resources
Access our library of video tutorials, webinars and masterclasses.
custom
/hc/en-us/categories/360003063191
/hc/theming_assets/01JDG817Z1T9ZAH54VBQ0YFQ1P
Onboarding
Configure FYI, migrate documents and onboard your team.
custom
/hc/en-us/categories/360000958432
/hc/theming_assets/01JDG7ZW55FD08Z5YYRRDKTKHA
Platform Admin
Configure users, practice settings, manage your FYI plan and more.
custom
https://fyi.app/automation-library/
/hc/theming_assets/01JDG83SNZXPNEQKNZFZT49MPG
Automation Library
Ready-to-go automations for a range of processes used in practices.
New Collaborate, Automation, Templates, Tasks, Elite