Productive

New to Productive? Everything you need for your first steps.

Getting Started

Find your way around Productive and make it your own.

Navigating Productive

Get work done faster with the AI assistant, agents, and skills.

Productive AI

Let Notetaker record your meetings and write the notes.

Notetaker 

Manage your sales pipeline, from the first deal to a signed proposal.

Sales

Plan, track, and deliver the work you've sold.

Budgets

Log expenses and manage purchase orders on your budgets.

Expenses and Purchase Orders

Plan who works on what across deals, budgets, and tasks.

Resource Planning

Set up projects and keep everyone on the same page.

Projects

Create, organize, and track your team's tasks.

Tasks

Write and share docs right next to your work.

Docs

Views, Layouts, and Filters

Track your time and keep timesheets accurate.

Time Tracking

Request time off or remote work, and manage absence.

Time Off and Remote Work

Approve time, expenses, and absence requests.

Approvals

Create and send invoices, and record what's been paid.

Invoicing

Send invoices through your country's e-invoicing system.

E-Invoicing

Turn your data into reports and dashboards you can share.

Reports and Dashboards

Let Productive handle repetitive work for you.

Automations

Track the extra information your team needs.

Custom Fields

Connect Productive with the tools your team already uses.

Integrations

Send invoices and expenses to your accounting tool.

Accounting Integrations

Bring your data into Productive, or take it out.

Data Import and Export

Add people to Productive and keep their details up to date.

Users and Employees

Control who can see and do what in Productive.

Permissions

Let your team log in with their company account.

Single Sign-On (SSO)

Set up how your company works in Productive.

Organization Settings

Manage your subscription, seats, and account security.

Billing and Account Management

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

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