Yokoy

🌐 Web 📱 Mobile | 👤 Submitter

Here is an overview of the different tasks an assistant can perform on the behalf of other users as a submitter for either the web app, the mobile app, or both:

This article gives you an overview of the assistant role and what tasks you can perform on behalf of others as an assistant.

Submitter tasks for assistants in Yokoy

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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.

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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.

{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.

Task	Web	Mobile
Upload receipts
Add a receiptless expense
Create a per diem
Add a mileage expense
Create trips
Manage expenses
View draft expenses
Submit an expense paid with a company card