Training & Personalization
Tailor Adam to your unique workflows.
By Maz1 author3 articles
Connecting Business Tools to Adam Using WebhooksLearn how to connect your business tools to Adam using webhooks.
This guide explains what webhooks are, how to generate a webhook URL in Adam, and how to use it…
How to Train Adam like a ProBank Rules allow you to automate transaction categorization based on your business logic. By creating structured conditions and outcomes, you can ensure Adam consistently categorizes transactions without manual corrections.
Create a Custom Dashboard on AdamThe Dashboard provides a snapshot of your business financial performance. It gives you a quick overview of key metrics such as revenue, expenses, profit, and cash position.