WorkBoard

Watch the replay of our July 2026 Community Call new and upcoming capabilities, including:

Gen3 AI Agents bring new skills: creating dashboards, building powerpoints, connecting to more MCP tools, and more.

- Gen3 AI Agents bring new skills: creating dashboards, building powerpoints, connecting to more MCP tools, and more.

New!! WorkBoardAI SPM 😎 Chat-first, AI-native scenario planning, financials, and reporting.

- New!! WorkBoardAI SPM 😎 Chat-first, AI-native scenario planning, financials, and reporting.

Smarter OKR conversations with your AI Chief of Staff - go from draft to published right in chat.

- Smarter OKR conversations with your AI Chief of Staff - go from draft to published right in chat.

WorkBoardCommunityCall_July2026.pdf

Watch this recording for an exclusive preview of new and upcoming WorkBoardAI capabilities!

July 2026 Community Call

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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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.

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