Help articles
Setup and how-tos for teams already using Reinfera. Evaluating the product? Start with How it works.
Recommended first path
Most teams start here:
- Get started — Connect your workspace and set up your first workflow.
- Payments — Review balances, match payments, and prepare reminders.
- Inbox — Review, approve, and send drafted communications.
Quick start
Payments
Review balances, match payments, and prepare reminders.
SheetMatchDraft
Workflow overview
Leads
Capture inquiries and keep track of who needs follow-up.
CaptureTrackDraft
Attendance
Review attendance patterns and prepare notices when needed.
ReadFlagDraft
Operations & deadlines
Manage deadlines, assignments, reminders, and alerts.
Set upAssignRemind
Signup page
Create and manage the public signup page for your organization.
ConfigureShareCapture
Connections
Connect Google Workspace and manage your organization connection.
ConnectVerifyUse
Data & signup
Choose how Reinfera reads and stores data for your organization.
ChooseSaveRun
Want to see how Reinfera could work for your business?
We'll show available workflows, guided setup, and how review works before anything is sent.