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Set up for yourself

Works on all plans. Your own connection works in Ask Jamie, Sidekick, briefings, and your own workflows.

In fynk

Nothing to prepare. You sign in with your own fynk login.

In Jamie

  1. Open Settings → Connections
  2. Find fynk and click Connect
  3. In the popup, sign in to fynk and approve access
Jamie works as you in fynk, so it sees only the contracts your fynk account can see. Every change that Jamie makes shows in the fynk audit trail under your name. Your own connection uses fynk’s own connector. fynk keeps you signed in while you use the connection. If you don’t use it for three months, connect again.

Set up for the workspace (admins only)

Needs the Team or Enterprise plan. Only workspace workflows use this connection. Jamie signs in with a fynk API token.

In fynk

  1. Sign in as a fynk account Owner. Only Owners can create API tokens
  2. Open Account settings → Integrations → API and click Create Token
  3. Name the token, for example Jamie, and give it the Document Manager and Template Reader roles
  4. Copy the token. fynk shows it only once

In Jamie

  1. Open Settings → Connections and select fynk
  2. Under Workspace connection, click Connect for workspace
  3. Paste the token into fynk API token and save it
The token works for the whole fynk account, not for one person. fynk shows every change that workspace workflows make under the token’s name, so name it so your team recognizes it. If you set an expiry date on the token, create a new token before it expires and click Replace under Workspace connection.

What Jamie can do

Jamie can:
  • Find contracts by company, contract name, or text in the contract, and filter them by stage, tag, template, or team
  • Read a contract’s parties, signatories, comments, linked contracts, dynamic fields, and metadata, such as its term, value, and renewal date
  • Create a draft contract from a template and fill in its parties and fields
  • Update a contract’s dynamic fields and metadata, rename it, and add or update its parties
With the workspace connection, Jamie can’t:
  • Move a contract to another stage, such as review or signing. Moving a contract that is being signed back to review cancels its signatures, so a person does this in fynk
  • Send a contract for signing, or add or change signatories
  • Create public or personal links to a contract
  • Archive or delete a contract
  • Add comments, because fynk’s API can’t add them
  • Change tags, metadata fields, or other account settings
Try asking: “Find our contract with Acme in fynk and tell me when it renews”

Disconnect

  • Your own connection. Open fynk in Settings → Connections and click Disconnect.
  • The workspace connection. Under Workspace connection, click Disconnect. Workspace workflows that use fynk pause. They start again when a workspace admin connects fynk again. To stop the token working in fynk too, revoke it under Account settings → Integrations → API.
Last modified on November 13, 2026