D-Tools

How to give Ask D-Tools a file, dictate a question by voice, and point it at a specific record

Ask D-Tools: Attachments, dictation, and mentions

How Ask D-Tools asks permission before changing anything, and what it is allowed to propose

Ask D-Tools: Approving actions

How to start a new chat, find an old one, and control where the Ask D-Tools panel sits

Ask D-Tools: Managing your chats

How administrators control which users can use Ask D-Tools, and how to enable external connections

Ask D-Tools: Managing access for your team

Common questions about what Ask D-Tools can do, what it cannot do, and what to do when an answer looks wrong

Ask D-Tools: FAQs

How to connect the D-Tools Cloud connector to an external AI assistant so you can ask about your data from there

Ask D-Tools: MCP Connectors for ChatGPT/Codex & Claude

How to open Ask D-Tools and use it to answer questions about your business data and about D-Tools Cloud itself

Ask D-Tools: What it is and how to use it

How to phrase questions so Ask D-Tools returns the answer you actually want, with examples for every area of D-Tools Cloud

Ask D-Tools: Getting good answers

How Ask D-Tools builds tables, charts, and briefings on the canvas, and how to export the data

Ask D-Tools: Working with the canvas

Dave Kirn

Ask D-Tools

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Create your workspace and invite the people you work with.

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

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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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