SurePath AI

Explains Insights dashboard with four tabs (Public Services, Risk, Adoption, Private Portal), drill-through, filtering, and PDF/email sharing for business intelligence.

Insights: Understanding the business value of GenAI

Describes creating email subscriptions for Insights: frequency options (hourly, daily, weekly, monthly), filters, attachments (CSV, unformatted), and managing multiple subscriptions.

Creating Insights subscriptions

Business intelligence and ROI reporting on organization-wide GenAI usage. Covers the four Insights dashboards (Public Services, Risk, Adoption, Private Portal), drill-through analysis behind charts, filtering by date range and user groups, PDF export for executive reporting, and automated email subscriptions (hourly, daily, weekly, monthly) for regular stakeholder distribution.

Insights

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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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A quick lap of the product so you know where everything lives.

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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.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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