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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Access historical documents and records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

Instructions

Writing Style

Sample Interactions

Example Prompts

Organize Goals:
Business Planning:
Progress Reports:

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.

All Agents

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Tools Overview

Learn about available tools

Spaces Guide

Organize your work in spaces

Try Finny

Start using Finny now