Cognota

This guide provides an overview of the request management process, from creating forms to reviewing insights.

Request Management

How to Create Request Forms

How to Use Conditional Logic in Your Forms

This resource is a helpful way to think through your intake process.

Intake Planning Worksheet

Request Form Question Bank

How to Invite Users to Submit Requests.

How to Submit a Request

Reviewing Intake Requests

Reviewing Insights for Your Requests

Creating Projects from a Request

Which requests can users see?

Asia Ali

Rebecca McDougall

REQUESTS

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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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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.

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.

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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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