Rivet

Learn how to automate parts of the appointment table in Rivet to save time when creating estimates and ensure accurate eligibility checks.

Automating the Appointment Table

Using appointments to start your workflow in Rivet is a great way to set up your team with success in Rivet.

Best Practices with Appointments

Setting up your views on the Appointment Table

Appointments Table

Learn to access configured and understand appointments in Rivet.

Appointments in Rivet

Appointments

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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.

Connect your stack

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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