Skill UI

This guide provides strategies for optimizing Finta's operational costs during fundraising. It focuses on reducing API call volume, managing seat licenses, and streamlining data synchronization. Learn techniques such as implementing incremental syncing, archiving completed deal rooms, and batching updates to ensure you only pay for active usage.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

A structured playbook for diagnosing and resolving critical disruptions within the Navan travel platform. It guides users through severity classification (P1-P4), utilizing built-in AI assistants (Ava), and performing essential API health checks using tools like curl and jq. This runbook ensures a systematic approach to handling failures related to bookings, OAuth tokens, and expense syncing, minimizing downtime and providing clear escalation paths.