Vitally Support

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

Rachel Sheldon

2026 Release Notes

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Create your workspace and invite the people you work with.

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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.

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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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