uman

Everything you need to connect uman to the rest of your workflow

Integrations

Technical documentation regarding the Google Workspace integration

Google Workspace

Technical documentation regarding the Single Sign-On in Microsoft.

Microsoft Single Sign-On

Let your team sign in to uman with the identity provider you already use

Single Sign-On

Technical documentation regarding the Google Drive integration

Google Drive

Technical documentation regarding the Microsoft OneDrive integration

Microsoft OneDrive

Connect your personal storage to easily save files from uman

Personal Storage

High-level overview why and how we use a DMS

How uman persists your documents

Technical documentation regarding the Microsoft SharePoint integration

Microsoft SharePoint

Configure how uman stores and accesses your documents.

Document Management System

Technical documentation regarding the Google Calendar integration

Google Calendar

Technical documentation regarding the Microsoft Outlook Calendar integration

Microsoft Outlook Calendar

Keep uman in sync with your schedule so meeting preparation happens automatically

Calendar

How uman connects to your CRM, what it can do, and what it never does

Overview

A short checklist for CRM admins to test every uman-to-CRM interaction before onboarding the team.

Validate your CRM integration

Technical documentation regarding the HubSpot integration

HubSpot

Technical documentation regarding the Salesforce integration

Salesforce

Technical documentation regarding the Microsoft Dynamics integration

Microsoft Dynamics

Technical documentation regarding the Odoo integration

Odoo

Connect your CRM to get the most out of uman's features

Go to the uman website

Go to the app

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Volume, requesters and topics for your company.

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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

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.