Sweep

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Admin Tools

Salesforce Teams

Why Sweep?

Support AI

Operations

About

Canvas

GTM Teams

Terms

Lead+ Routing

Management

Privacy

Slack Alerts

Partners

Automations

Product

Solutions

Company

Customers

Blog

Yahel Gaver

Benjamin Zeitz

Tess Geri

Sweep Overview

Funnel Editor

Documentation

Get an instant view of all the changes to Salesforce metadata

Change Feed

Automate Salesforce updates and alerts directly within Slack

Alerts

Routing

Dedupe & Matching

Compare & Deploy

Reporting

Track and analyze which marketing activities drive revenue across the customer journey.

Marketing Attribution

Harness the power of AI agents, a dynamic visual workspace, and automated workflows. Automate processes, enforce data quality, and drive execution - all in one intelligent system.

Agentic Layer

Copy any starter prompt from the use cases below. Happy prompting and building!

Use Cases

Sweep Academy is your step-by-step learning hub for mastering Sweep: from onboarding and installation to documentation, visualization, and agentic automation.

Academy

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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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