Finta Change Log

Updates for Aurora, CRM, deal rooms, documents, onboarding, billing, automations, team workflows and more.

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  1. CRMAuroraAutomationsTeam workflows

    Reach workflows, richer CRM signals, and smoother Aurora handoffs

    This week's update sharpened warm-intro and network workflows, added more useful CRM relationship signals, and smoothed Aurora and sequence handoffs across the dashboard.

    • Networks and Reach workflows added Aurora Picks, recommendations, and intro-request flows to help teams map warm paths and coordinate outreach from the dashboard.
    • CRM now surfaces live relationship strength, meeting and reply metrics, connection status counts, and engagement sorting so teams can prioritize warm contacts faster.
    • Aurora and sequence workflows are smoother, with the super chat toggle restored inside the active composer, the dashboard nav collapsing while Aurora is open, preserved CRM sorting after enrollment, a scrollable enrollment dialog, and clearer account-settings guidance when enrollment email setup blocks a send.
  2. OnboardingTeamAurora

    Smoother onboarding, team invites, and Aurora setup

    This week focused on getting new teams into Finta with less friction and making Aurora feel more useful from the first session.

    • Expanded onboarding to support more goal types, safer input handling, clearer dashboard messages, and a better mobile flow.
    • Improved Gmail connection and invitation recovery so team members can join the right workspace more reliably.
    • Updated team settings so organizations can add more seats under the same account.
  3. AuroraTasksDocuments

    Aurora gets multi-model synthesis and task workflows

    Aurora became a more capable workspace partner, with richer model routing, task management, and follow-up support across the app.

    • Added SUPERCHAT multi-model synthesis so Aurora can combine model outputs into a stronger answer.
    • Shipped the first Aurora task manager flows, including task context, assignment, and cleaner task creation.
    • Added follow-up reminders, document file renaming, MP4 uploads, and more resilient document preview states.
  4. NetworksCRMAutomations

    Networks, automations, and CRM workflows get faster

    This release tightened the everyday workflow layer: finding people, managing networks, editing emails, and keeping automation pages responsive.

    • Added super connectors, shared network search, LinkedIn export, network renaming, and better responsive network cards.
    • Improved CRM filtering, table scrolling, pagination, overflow handling, and no-tag views.
    • Added recurring schedule options for Aurora automations and made the automations overview work better on smaller screens.
  5. Deal RoomsBillingCRM

    Deal rooms support richer media and better billing changes

    Finta's deal-room builder gained richer content blocks while billing flows became more predictable during plan changes.

    • Added image and video blocks for deal rooms, including support for uploaded media and secure video embeds.
    • Improved team cards in the deal editor with avatar uploads and more independent team-member editing.
    • Updated billing so plan upgrades, downgrades, Stripe sync, and checkout return states behave more clearly.
  6. Deal RoomsAuroraCRM

    Deal-room review, voice, and CRM export improvements

    This week made shared materials easier to review and gave Aurora and CRM users a few important workflow upgrades.

    • Added deal-room document quick view and recovery work for stuck document indexing.
    • Shipped early Aurora voice support with recording controls and model availability cleanup.
    • Added CRM contact CSV export and date-based CRM filtering for cleaner pipeline management.
  7. AuroraDocumentsAuth

    Cleaner Aurora, documents, templates, and sign-in reliability

    Finta's core workspace surfaces got a visual pass, while authentication and connected-email flows were hardened.

    • Refined Aurora's empty state, composer, model picker, mobile density, and settings panel.
    • Overhauled the document library, email templates, and automation template cards for clearer scanning and action.
    • Improved session handling, onboarding upload auth, connected-email recovery, and Nylas OAuth redirects.
  8. Deal RoomsCRMAurora

    Deal-room files, CRM email, and Aurora tools mature

    The product gained stronger document-room controls, more useful CRM email fields, and better Aurora tool coverage.

    • Added folder upload, folder move, add-all-files, cleaner file menus, and clearer public-access states in deal rooms.
    • Added sort and filter support for the CRM email column and improved email thread and typing experiences.
    • Connected Aurora tools with Nylas-backed workflows, RAG behavior, and stale-stage automation triggers.
  9. AuroraDeal RoomsNetworks

    Aurora fullscreen, memory import, and stronger deal-room sharing

    The first week of April centered on making Aurora easier to work in, improving large contact imports, and making deal-room sharing more complete.

    • Added desktop Aurora fullscreen mode with a persistent history rail and a polished icon-only fullscreen control.
    • Shipped Aurora memory import with review, storage, runtime context injection, and fallback processing UX.
    • Improved deal-room zip downloads, watermarking, view/download notifications, and large-mailbox network imports.
  10. LaunchWorkspaceAurora

    Finta 2.0 launches

    Finta 2.0 launched as the new webapp foundation for relationship-driven work, bringing Aurora, CRM, deal rooms, documents, billing, and onboarding into a more unified workspace.

    • Introduced the new app experience for founders and teams working across investor relationships, documents, outreach, and deal-room workflows.
    • Brought Aurora deeper into the workspace with clearer chat controls, model selection, and contextual work surfaces.
    • Set the foundation for the weekly product improvements that followed across CRM, networks, automations, and deal rooms.