Trail

Lucy Tomkins

Stela Chorapchieva

Daliana Marcuti

 Resources to help you realise greater value from Trail. 

Your guide to success

How do I see how well I'm currently utilising Trail?
What can I do to adopt the system better?

Trail: Self assessment

Guide to Success Introduction

Digitalise & streamline operations

 Enhance efficiency, reduce costs, and adapt to market demands.

 Digitalise & streamline operations

Why replicating brand standards and compliance documentation is important

Replicate brand standards and compliance documentation

Why tailoring tasks with personalised content is important

Tailor tasks with personalised content

Establish the basics and get up and running.

Digitalise & streamline operations - Establish 

Why is enhancing task management important?

Enhance task management

Why improving existing processes is important?

Improve on existing processes

Marie Hughes

Evolve your knowledge and take it to the next level.

Digitalise & streamline operations - Evolve

Get your teams out of the manual data entry trap.

Reduce manual data entry with integrations

Audit Trail usage

Caroline Joyce

Digitalise & streamline operations - Excel 

Enhance compliance and mitigate risks

Uphold regulatory standards, ensure guest safety, and protect reputation.

Why enhancing task setup to improve compliance is important?

Enhance task setup to improve compliance

Why building better team habits is important?

Build better team habits

Enhance compliance and mitigate risks - Establish

Why using settings to increase efficiency & improve compliance is important, and how we can help.

Use settings to increase efficiency & improve compliance

Why reporting on your compliance to increase awareness is important?

Report on compliance to increase awareness

Enhance compliance and mitigate risks - Evolve

Our goal is to simplify every step for your teams, and integrations can support that.

Close the loop with integrations

Enhance compliance and mitigate risk - Excel 

Optimise record management

Streamline operations, ensure regulatory compliance and keep track of what is happening within their establishments.

Why improving task completion visibility is important?

Improve task completion visibility

Why is standardising record keeping and reporting important?

Standardise record keeping and reporting

Optimise Record Management - Establish

Learn why enhancing task functionality for optimal performance is important and how you can do it!

Enhance task functionality for optimal performance

Why is reporting on task performance important?

Report on task performance

Optimise Record Management - Evolve

Our Task Reports dashboard has been designed to suit a variety of customer needs. Want something more bespoke? Integrate with our API.

Simplify data management through integration

Optimise Record Management - Excel

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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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