Skill UI

This skill is dedicated to managing all scheduled and recurring tasks. It allows users to automate actions—such as sending fixed messages or executing agent queries—at specific future times or on regular intervals (daily, weekly, hourly). Use it for setting automated reminders, generating periodic reports, or managing long-term background processes.

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.