People.ai

Learn how to install the Backstory Google Workspace Marketplace app, which enables admins to control user provisioning for data processing.

G Suite Integration & User Provisioning

Learn how to set up Slackbot to categorize meetings and sync information back to your CRM.

Slackbot for Meeting Categorization

Connecting Backstory and Zoom

Validating Backstory Data

Steps for Integration between Backstory and Microsoft Teams

Connecting Backstory and Microsoft Teams

Integration with Cadence Tools

Integrate your Microsoft Office 365 email and calendar with Backstory.

Microsoft 365 Integration

Enabling the integration between Backstory and Webex

Connecting Backstory and Webex

Connecting Backstory and Google Meet

Data Ingestion

Create a custom design with text, images, and links

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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.

Connect your stack

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.

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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.

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.

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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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