Tacklit

A step-by-step instructions on how to create a referral from a document or an image using Tacklit's AI Referral Engine.

Creating a Referral with Tacklit's AI Engine

In this process, we will utilise Tacklit's AI PDF to Notes tool to efficiently create notes from a PDF document.

Creating Notes Using Tacklit's AI PDF to Notes Tool

The AI Note Companion allows users to efficiently create rich client notes

AI Note Companion

Superusers can now request revisions to AI-generated summations, with options to reprocess using additional context. Limited to 3 revisions per summary.

Revise AI Summation for Superusers

Learn how to use Tacklit's responsible AI tools

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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.

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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.

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.

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