CloudExtend

Understand the key features and concepts that power ExtendInsights across all connectors.

Core Concepts

ExtendInsights | Connect to and manage your data sources

Overview: Manage Connections in ExtendInsights

Connections

ExtendInsights | Load, update, and manage your saved templates

Overview: Manage Templates in ExtendInsights

ExtendInsights | Build reusable templates, filter your data, and automate downloads

Download Data Using Templates, Filters, and Schedules

ExtendInsights | Save templates to reuse them across workbooks

Save your ExtendInsights Templates to be used anywhere

Templates

ExtendInsights | Automate data refreshes with scheduled downloads

Overview: Schedule Automatic Data Refresh

ExtendInsights | Authorize Microsoft access for scheduled data refreshes

Schedule Refresh: Manage Microsoft Grant for Scheduling

Scheduling

Admin Portal

Webinar Replays

Main Support Page

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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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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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