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Integration · Engineering and data

OpenAI + Finn.

OpenAI integration with Finn. OpenAI provides AI models and APIs for tasks such as generating text, interpreting content, and working with audio.

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The work behind the connection

What you can do with OpenAI.

OpenAI provides AI models and APIs for tasks such as generating text, interpreting content, and working with audio.

Turn a supplier invoice into a completed intake record

Finn reads the invoice, checks its details against the purchasing records, and completes the accounts-payable intake work.

Typically handled byAccounts payable administrator

Starts when

A supplier submits an invoice through the finance inbox.

What Finn handles

  1. Use OpenAI document understanding to extract the supplier, invoice number, dates, line items, and amounts from the submitted document.
  2. Compare the extracted details with the source document and connected NetSuite purchasing records, asking the supplier to correct missing or inconsistent information.
  3. Create the matched invoice intake record and follow the finance owner's required approval process.
  4. File the invoice and send the supplier the recorded receipt or approved processing update.

The result

The invoice has a complete, documented intake record connected to its purchasing evidence and finance decision.

Finish the follow-up after a customer call

Finn turns an authorized call recording into accurate account notes and the follow-up work the customer agreed to.

Typically handled bySales or customer success coordinator

Starts when

A customer call recording is available for the team's authorized follow-up process.

What Finn handles

  1. Transcribe the recording with OpenAI and identify the confirmed decisions, questions, and commitments.
  2. Check names, amounts, and dates against the conversation and connected Salesforce record before updating them.
  3. Save the account notes and create the agreed tasks or meeting through Salesforce and Microsoft Graph.
  4. Send the customer the confirmed next steps and link the follow-up to the recorded conversation.

The result

The call has completed account notes, assigned commitments, and a customer follow-up message.

Resolve a question from the company's knowledge

Finn finds the source material, answers the specific question, and completes any associated routine service request.

Typically handled byKnowledge support specialist

Starts when

An employee or customer asks a question covered by the organization's authorized knowledge sources.

What Finn handles

  1. Search the designated OpenAI file-search knowledge collection for the sources that address the question.
  2. Read the retrieved material and produce an answer with its source references, distinguishing missing information from a documented instruction.
  3. Complete any requested routine action through the connected ServiceNow or Zendesk workflow when the source and request establish it.
  4. Send the answer and action result in the original conversation and update the service record.

The result

The requester receives a sourced answer and the completed result of the associated service task.

Handle a support request across languages

Finn understands the customer's message, completes the service task, and answers in the customer's language.

Typically handled byMultilingual customer support specialist

Starts when

A customer contacts Zendesk in a language different from the team's working language.

What Finn handles

  1. Use OpenAI language understanding to read the full conversation and identify the requested outcome.
  2. Check the account and source policy through the connected support and business systems, clarifying ambiguous details with the customer.
  3. Complete the routine request through its owning system or obtain the business decision an exception requires.
  4. Reply in the customer's language with the confirmed result and record the resolution in Zendesk.

The result

The customer receives a completed service response in their language and the support record retains the outcome.

Deliver a campaign's copy and publishing work

Finn turns an accepted campaign brief into the finished copy and publishing tasks the marketing team needs.

Typically handled byMarketing copywriter and campaign coordinator

Starts when

A marketing owner accepts a campaign brief, audience, offer, and channels.

What Finn handles

  1. Read the product facts, brand instructions, existing assets, and accepted offer.
  2. Use OpenAI to write the required email, landing-page, or social copy and check each factual claim against the source material.
  3. Collect the campaign owner's review and apply the accepted revisions.
  4. Create or update the campaign assets in connected HubSpot and complete the accepted publishing or scheduling steps.

The result

The campaign has reviewed, published or scheduled assets and a record of the accepted copy.

Produce a sourced research briefing

Finn researches a defined business question and delivers a finished briefing that makes its evidence and uncertainties easy to inspect.

Typically handled byResearch analyst

Starts when

A team requests research for a specific business decision.

What Finn handles

  1. Define the question, comparison criteria, time frame, and required source quality from the request.
  2. Use OpenAI web research to find current primary sources and read the pages that support the material claims.
  3. Write the comparison or briefing with direct citations, separating source facts from analysis and unanswered questions.
  4. Save the report in the connected document system and send the decision owner the completed report.

The result

The decision owner receives a completed research briefing with inspectable sources and explicit limits.

Turn a spreadsheet into a finished analysis

Finn examines the supplied data, performs the requested calculations, and delivers the report and charts the business team needs.

Typically handled byBusiness data analyst

Starts when

A team submits a spreadsheet with a defined reporting or reconciliation question.

What Finn handles

  1. Read the full file through the analysis tools and confirm the intended columns, periods, and calculation definitions.
  2. Use OpenAI's code-based analysis to calculate the results and inspect inconsistent or missing source values.
  3. Explain the findings with the supporting tables and charts, identifying assumptions and unresolved data issues.
  4. Save the finished workbook or report in connected SharePoint and send the team its result and source references.

The result

The team receives a completed analysis with reproducible calculations and clearly explained data limitations.

Complete a product catalog writing update

Finn turns the merchant's product facts into clear product copy and publishes the accepted changes to the commerce catalog.

Typically handled byEcommerce content specialist

Starts when

A merchant requests descriptions for a defined set of products.

What Finn handles

  1. Read the product specifications, current listings, audience, and brand instructions from connected Shopify and source documents.
  2. Use OpenAI to write distinct descriptions using the supplied facts, without inventing certifications, performance claims, or customer reviews.
  3. Get the merchant's decision on the copy and apply accepted revisions.
  4. Update the selected Shopify product descriptions and record the published products and remaining exceptions.

The result

The merchant's selected catalog entries contain the accepted copy and a completed publication record.

Complete a proposal response from company evidence

Finn assembles the requested proposal answers and produces the finished response package for the commercial owner's decision.

Typically handled byProposal writer and sales operations specialist

Starts when

A prospect supplies a request for proposal or a structured questionnaire.

What Finn handles

  1. Read the requested questions, submission instructions, and deadline along with the company's authorized product and policy sources.
  2. Use OpenAI to draft source-based answers and identify questions that require a technical, legal, or commercial owner's decision.
  3. Collect those decisions, update the response, and assemble the required supporting documents.
  4. After the submission owner accepts the final package, send it through the designated channel and record the delivery in Salesforce.

The result

The prospect receives the accepted proposal package and the account retains its answers, sources, and delivery record.

Turn customer feedback into a usable product report

Finn reviews the customer feedback, explains the recurring problems, and completes the product team's reporting and follow-up records.

Typically handled byCustomer research analyst

Starts when

A product team requests a review of a defined set of support conversations or survey responses.

What Finn handles

  1. Gather the authorized feedback set and use OpenAI to organize recurring needs, examples, and differences between customer groups.
  2. Check the themes against the source conversations and distinguish customer statements from inferred explanations.
  3. Write the report with representative source references and obtain the product owner's decisions on follow-up work.
  4. Save the report and create the accepted Jira tasks, linking each task to the customer evidence that supports it.

The result

The product team receives a sourced feedback report with accountable follow-up work rather than an unsupported summary.

Connection setup

Set up the connection around your work.

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from OpenAI.

The Finn platform

Finn Agents

Help customers. Work with your team. Finish the job.

Explore Agents

Finn Systems

Business apps for the work behind the conversation.

Explore Systems

Finn AI Gateway

Control connected AI apps, models, access, and spending.

Explore AI Gateway

Meet Finn

Put your OpenAI integration to work.

Tell us which records, actions, and teams the connection needs to support.

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