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How to connect Fin to Coworker

Connect Fin so Coworker can read your support conversations and help center content. Fin is a per-user (individual) connection.

What Coworker can do with Fin

  • Search and read conversations, contacts and help center articles

  • Draft, create and update help center articles when a task explicitly requires it

  • Bring support context into answers about customers and accounts

Before you start

  • You need an active Fin account with access to the workspace you want to use

  • Fin must not be blocked for your workspace by a Coworker admin

Connect as a member

  1. Go to the Work page at app.coworker.ai.

  2. Click Data Sources.

  3. Select Fin and complete the OAuth authorization.

Coworker will also prompt you inline in a Deep Work session if a task needs Fin and you have not connected it yet.

Connect as an admin

There is no workspace-wide Fin connection. An admin can connect their own account like any member, or block Fin for the workspace from Source Settings.

Good to know

  • Your connection is scoped to what your own Fin account can see.

  • Fin is currently a live-tool source rather than an indexed one, so it answers on demand rather than feeding Organizational Memory.

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