Announcing a new Learn course - 'Getting Started with Automations'



A new Learn course is now available for users to learn the fundamentals to get started with Automations for your practice.

This course will walk users through the fundamentals of process controls and steps, and how to create, import, test and run automations in your platform.

The course also contains your Automation Workbook, your go-to resource for mapping out your current processes and transferring those processes into your FYI platform.

Refer to Learn to get started today.

What does this mean for FYI users?

  • Onboarding practices now have a valuable new resource for new users to learn more about Automations in FYI.
  • All users can access learning modules any time to refresh your skills and help you get the most out of FYI.
  • New employees joining your practice can use the Learn modules to get up to speed on FYI.

Who is this available for? 

Learn is available to all FYI users. 

Want to get started? 

Click the Help icon in the top right-hand corner and select Learn.


You will be taken to your personal learning workspace.

Go to the section Learn to use FYI like a pro and select the the "Getting Started with Automations" course.

Allow 1 hour to complete the course. Additional time may be required to complete the hands-on scenarios.


Refer to Learn to get started.

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