Releventful

Connect inquiry follow-up with your venue's booking steps. Review sales messages, documents and related work in a draft before clients receive them.

Plan sales and booking follow-up in Workflow Studio

Build a planning process that collects the right client information after booking and keeps staff prepared for the event.

Plan the client planning process in Workflow Studio

Choose a simple task when a client needs to take action, or a form To-Do when you need structured answers. Use a workflow when the same work repeats for an…

Choose and build the right To-Do for your workflow

Choose client messages for customer updates and team messages for internal preparation. A client To-Do reminder is a separate notification tied to a task.

Choose and schedule client and team messages

Plan the order of tasks and reminders so clients know what to do next. Review repeatable work in Studio; use the event To-Do list for one client's actual tasks.

Review the timing and order of client To-Dos

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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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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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