Vitally Support

Rachel Sheldon

Laura Bedoya

Fresh out the oven, check out what's new in Vitally

Release Notes

Task Templates, AI Conversation Summaries, and Outlook Calendar

June Release Notes

Search in Views, Multiple API Keys, and More Object Descriptions

May Release Notes

AI Copilot 2.0, AI Memories, and Saved Prompts

April Release Notes

Cloning in Playbooks, Autosaved Drafts, and Bulk Email Users

March Release Notes

Better Playbook Analytics, Meeting Reporting, and Improved Search

February Release Notes

Improved AI Copilot, Shareable Meetings, Trait History and more

January Release Notes

2026 Release Notes

Fresh out of the oven, check out what's new in Vitally

November Release Notes

October Release Notes

September Release Notes

August Release Notes

July Release Notes

February 2025 Releases

January 2025 Releases

2025 Release Notes

November 2024 Releases

October 2024 Releases

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Explore past Vitally release notes from 2024

2024 Releases Notes

December 2023 Releases

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Explore past Vitally release notes from 2023

2023 Release Notes

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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.

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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.

Prototype invite-team answer

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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