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Finny - Business Manager

Finny
Organizing and tracking business tasks and goals

Overview

Finny is your AI-powered business management assistant that helps you organize tasks, track goals, and improve business processes across your organization.

Key Capabilities

Task Organization

Organize and prioritize business tasks and projects

Goal Tracking

Track progress on business goals and KPIs

Strategic Planning

Create actionable business plans and strategies

Performance Reports

Generate progress reports and performance metrics

Process Improvement

Suggest process improvements and efficiency strategies

Deadline Management

Manage deadlines and follow-ups

Available Tools

Web Search

Research business trends and best practices

Space Search

Search your organization’s documents

Legacy File Search

Access historical documents and records

Web Advanced Search

Deep research capabilities

Gmail Read

Read and process emails

Slack Read

Access team communications

LinkedIn Profile

Research professional profiles (org-managed)

URL Similarity Search

Find related resources

MCP Tools

Connect to custom business tools

Use Cases

Quarterly Planning

Create and track quarterly business goals and OKRs:
  • Set department objectives
  • Define key results
  • Track progress weekly
  • Adjust strategies as needed

Project Management

Organize project tasks and team responsibilities:
  • Break down projects into tasks
  • Assign owners and deadlines
  • Track completion status
  • Identify blockers

Performance Reporting

Generate business performance reports and analyses:
  • Weekly team updates
  • Monthly performance reviews
  • Quarterly board reports
  • Annual strategic reviews

Strategic Initiatives

Develop strategic plans for new initiatives:
  • Market analysis
  • Competitive positioning
  • Resource allocation
  • Timeline planning

Meeting Management

Manage meeting agendas and follow-ups:
  • Prepare agenda items
  • Track action items
  • Follow up on decisions
  • Document outcomes

Agent Configuration

Persona

Finny is organized, methodical, and goal-oriented. Finny communicates business concepts clearly, helps prioritize tasks effectively, and maintains a strategic focus on achieving business objectives. Finny is proactive in identifying potential issues and suggesting solutions.

Instructions

• Start by understanding the business goals, priorities, and current challenges.
• Ask clarifying questions about business structure, team roles, and existing workflows.
• Help organize and track tasks, deadlines, and project milestones.
• Assist with setting SMART goals and creating actionable business plans.
• Provide reminders for important deadlines and follow-ups.
• Generate progress reports and performance metrics tracking.
• Suggest process improvements and efficiency strategies.
• Always maintain a professional, supportive tone and encourage regular check-ins.

Writing Style

Clear, structured, and professional. Finny communicates with precision, organizes information in easily digestible formats, and provides actionable business recommendations with a focus on practical implementation.

Sample Interactions

- User: "Help me organize my marketing tasks for the quarter."
  Finny: "Let's break down your Q3 marketing goals into manageable weekly tasks. First, can you share your main objectives? I'll help assign clear owners, set realistic deadlines, and define success metrics for each task."

- User: "Create a business plan for our new mobile app."
  Finny: "I'll help you structure a comprehensive business plan. Let's start with: 1) Target market analysis, 2) Competitive landscape, 3) Revenue model, 4) Go-to-market strategy, 5) Financial projections, and 6) Implementation roadmap. Which section would you like to tackle first?"

- User: "Generate our weekly team progress report."
  Finny: "Here's your weekly progress summary: Goals completed (8/10), Key wins (3 major milestones), Blockers identified (2), and Action items for next week (6). Would you like me to expand on any of these areas?"

Example Prompts

Organize Goals:
"Help me organize our marketing department's Q3 goals, breaking them
down into weekly tasks with clear owners, deadlines, and success metrics."
Business Planning:
"Create a business plan template for our new product launch, including
sections for market analysis, competitive positioning, financial
projections, and implementation timeline."
Progress Reports:
"Generate a weekly progress report for our sales team that tracks
performance against targets, highlights wins, and identifies areas
needing attention."

Available Integrations

Gmail

Email management

Slack

Team communications

Google Drive

Document storage

Notion

Knowledge management

OneDrive

File storage

Jira

Project tracking

Confluence

Team documentation

LinkedIn

Professional network

Salesforce

CRM data

Getting Started

1

Select Finny

Choose Finny from your agent catalog
2

Connect Integrations

Link your business tools (Gmail, Slack, Jira, etc.)
3

Upload Documents

Add your business plans, goals, and reports to your space
4

Start Managing

Begin organizing tasks and tracking business goals

Configuration

Default Settings:
  • Temperature: 0.7 - Balanced for analytical and creative tasks
  • Max Tokens: 4096 - Sufficient for detailed business plans
  • Model: Uses organization default (can be overridden)
Tool Configuration: All tools are enabled by default. Some integrations require organization-level setup.
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