Product Guides
Welcome to our comprehensive product guides. Here you'll find detailed instructions and best practices to help you make the most of Finobi's features.
Signing up
Sign up and configure your organization account on Finobi using Microsoft Office 365
Joining an organization
Join to an existing organization and start using Finobi
Microsoft Admin Consent
Learn how to provide admin consent for Finobi WebApp - either for the entire organization or for select users
AI Assistant for Client Q&A
Ask anything about your clients with AI-powered assistance that remembers context from all meetings
AI Assistant for Filenote Q&A
Select any text from filenotes and instantly ask questions about it using AI chat
Generate New Sections in Filenote
Automatically generate new subsections in filenotes based on meeting discussions with simple instructions
Reformat Filenote
Instantly reformat and restructure your filenotes with AI-powered text transformation