Multi-Step Financial Tasks and Decisions With Finn
Some financial work is not a single instruction. A useful routine may need to review account information, compare it with your plan, take one path when a condition is met, wait for a prior step to finish, and then ask you to approve a financial move.
Tasks can follow a decision path
Finn can organize those steps into one task instead of making you reconstruct the workflow every time. A task can evaluate the information produced by an earlier step and continue differently based on the result. This keeps the task tied to the decision you actually want to make.
Waiting is part of a responsible workflow
Some steps should not happen at once. A task can wait for required information, your approval, or the completion of a preceding action before continuing. That makes the status of the work clear instead of suggesting that every result is immediate.
Common questions
- Can a task make a decision before asking me to approve an action?
- A task can evaluate the relevant information and criteria you set, but an eligible high-friction financial action still pauses for your explicit approval before submission.
- What happens if one step cannot continue?
- Finn can show that the task needs attention or cannot proceed with that step. It can still provide guidance for completing an unavailable step directly at the relevant institution.
- Can a task wait for an earlier step to finish?
- Yes. A task can wait for needed information, your approval, or completion of an earlier step before it continues.
- Can a task take different paths based on what it finds?
- A task can evaluate the result of an earlier step against relevant criteria and continue through the appropriate next step.
- Can I use a task to organize a decision across accounts?
- Finn can use the connected accounts relevant to a task’s decision, while action availability remains specific to each account and institution.
- Can a task continue after I decline an action?
- The task’s next state depends on how it is structured. Finn should show when it is waiting, paused, complete, or needs another decision rather than assuming an action was taken.
- Can Finn complete an unavailable step for me?
- No. When a particular action is unavailable through a connected account, Finn can explain how to complete the next step at that institution.
