Build Fin Procedures

This course walks you through how to use Procedures to get Fin resolving complex queries end to end, from understanding what Procedures are, to mapping, writing, and testing them before they go live. If you've already got Fin answering questions from your help content and want to take it further, this is the next step.                                                                                                                                                     

We cover:

• How Procedures work and when to use them                     
• Mapping out your Procedure before you build
• Writing your Procedure with instructions, data connectors, and conditions
• Testing with Simulations to validate behaviour before launch                                                                                                                                                                                                               

Is this course for you?

This course is for you if Fin is already live and you want it to do more than answer informational queries, things like looking up account information, processing requests, or troubleshooting issues that require multiple steps and real data from your systems.