Finny - Business Manager
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Access historical documents and records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
Instructions
Writing Style
Sample Interactions
Example Prompts
Organize Goals:Available Integrations
Gmail
Email management
Slack
Team communications
Google Drive
Document storage
Notion
Knowledge management
OneDrive
File storage
Jira
Project tracking
Confluence
Team documentation
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)