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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.

Ship something

Connect the tools your team already uses to bring data in.

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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.

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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.

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.

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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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Navigating your Funnel interface

Getting started with Funnel

Quickstart: Build your first Funnel setup

Quickstart guide to using Funnel

Introduction to Funnel

Define the end goals of your marketing data

System Requirements

Can I send Funnel notifications to Slack?

Does Funnel account for time zones?

Funnel support 101

Connector, platform account and data source

Reference: Platform account terminology

Understanding Funnel

Funnel AI and Funnel MCP cheatsheet

Funnel AI and MCP

Introduction to Funnel AI

Getting started with Funnel AI

Get support with Funnel AI

Schedule tasks

Integrate Funnel AI with Slack

Manage tool permissions in Funnel AI

Manage exports in Funnel AI

Manage data sources in Funnel AI

Manage client portals in Funnel AI

Connect Funnel MCP from Funnel AI

Manage skills in Funnel AI

Upload documents in Funnel AI

Manage workspace instructions in Funnel AI

Best practices for Funnel AI

Funnel AI prompt library

Funnel AI

Quick start guide: Using Funnel MCP

Connect Funnel MCP to ChatGPT

Connect Funnel MCP to Claude Code

Connect Funnel MCP to a Microsoft Copilot Studio agent

Manage portals and brands using Funnel MCP

Manage exports using Funnel MCP

Manage data sources using Funnel MCP

Create custom fields using Funnel MCP

Check Flexpoint usage using Funnel MCP

Manage budgets using Funnel MCP

View conventions using Funnel MCP

Connect Funnel MCP with a machine-to-machine system user

Manage access and credentials for system users

Connect Funnel MCP to Claude

Connect Funnel MCP using OAuth client registration

Funnel MCP

Troubleshoot Funnel MCP errors

Data

Getting Started with the Data Explorer

How to use views in Data Explorer

How to avoid double-counting

How do I change the Currency in the Data Explorer?

Unable to show your data - 'Too many rows'

Data Explorer

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Data sources

Auto connects

Data requests

Funnel's standard rules

Organize

Dimensions

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Datasets

Currencies

Set up conventions

Create a budget

Plan & govern

Connector guides

Addrevenue: Dimensions and metrics

Baidu: Troubleshooting

Connector guides: A - D

ActiveCampaign

Active Agent

Adcell

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Admitad

Adrecord

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Ad Up Technology

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Adjust

Amazon Ad Server

Amazon DSP

Ascend by Partnerize

AvantLink

Awin

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Commission Factory

Adobe Advertising Cloud

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Adservice

Adzuna

Affilinet

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Amazon Seller Central

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Apple Search Ads

Applovin

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