Planbase

Click <a href="https://chromewebstore.google.com/detail/impdmjoepjmmgfjklpdmdaljacmfccgf?utm_source=item-share-cb" rel="nofollow noopener noreferrer" target="_blank">here</a> to go to the Planbase Chrome Extension

Click Add to Chrome at the top right

- Click <a href="https://chromewebstore.google.com/detail/impdmjoepjmmgfjklpdmdaljacmfccgf?utm_source=item-share-cb" rel="nofollow noopener noreferrer" target="_blank">here</a> to go to the Planbase Chrome Extension 
- Click Add to Chrome at the top right

Once installed, open the extension from your Chrome toolbar 

- Once installed, open the extension from your Chrome toolbar 

Click Planbase and then click Sign in. You'll be prompted to enter your email and set a password.

- Click Planbase and then click Sign in. You'll be prompted to enter your email and set a password.

Planbase automatically monitors form submissions in your browser. If you attempt to submit content containing PHI to an external tool, it will block the submission and display a warning.

If you've reviewed the warning and want to proceed, click Accept Risk and resubmit.

- Planbase automatically monitors form submissions in your browser. If you attempt to submit content containing PHI to an external tool, it will block the submission and display a warning.
- If you've reviewed the warning and want to proceed, click Accept Risk and resubmit.

How to install and start using the Planbase extension

Using the Planbase Chrome Extension

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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.

Connect your stack

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.

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Using the Planbase Chrome Extension

Getting Started