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USER GUIDE

Let a partner who truly knows you handle the daily work

Say hello in Lark, and you're already started. We'll walk you through every step that follows.

First Hello

Say hi once, and your account quietly gets linked

Shape Your Partner

Tell iFinclaw who you are, and it remembers how you like to be treated

Heartbeat

Let iFinclaw check in on you now and then, instead of only waiting to be asked

Scheduled Tasks

Whatever needs remembering, iFinclaw will remind you right on time

Skills

Documents, charts, research — iFinclaw can do more than you'd expect

Create: Decks & Pages

Describe the look you want, and iFinclaw gets to work

Lark at Work

Approvals, schedules, sheets, docs — the small stuff, handled

More Control

Everything from chat, laid out clearly in Settings

First Hello

The first word is where it all begins

No need to climb walls or cross mountains — all it takes is one word: hello.

Find iFinclaw in Lark and say anything. No forms, no applications, no waiting for approval.

1

Open Lark and find iFinclaw

Look for iFinclaw the way you'd find a new teammate, and open the chat.

2

Say your first word

Anything works — even just "hi" is enough. iFinclaw takes it from there.

A few seconds later, iFinclaw replies with

✅ 已绑定成功,现在可以开始聊天了

From that moment, you're introduced. Every time you speak after this, iFinclaw knows it's you.

iFinclaw
Hi
✅ 已绑定成功,现在可以开始聊天了

Shape Your Partner

iFinclaw gets to know you better because you choose to tell it

No forms to fill out, no filenames to remember. Just say what's on your mind like you would to a friend, and iFinclaw keeps track.

Personality

iFinclaw can be exactly how you like it

Tone, character, way of speaking — say the word, and iFinclaw shifts that direction.

"From now on, reply to me in a more concise tone"

Getting to know you

iFinclaw remembers who you are

How to address you, which city you're in, which timezone you keep — say it once and iFinclaw remembers.

"Call me Zhang from now on, I'm in Shanghai, please remind me on that timezone"

Long-term memory

iFinclaw won't forget what matters

Habits, preferences, things you need followed up on — all kept in memory for next time.

"Remember I owe a weekly report every Monday, remind me a day ahead"

iFinclaw
Call me Zhang from now on
Got it — Zhang it is from now on.

Heartbeat

Let iFinclaw glance your way, every once in a while

Heartbeat is off by default — iFinclaw won't bother you for no reason. Want iFinclaw a little more proactive? Just say so.

"Turn on heartbeat for me, check in once an hour"

You set the pace

Every 30 minutesEvery hourEvery 2 hoursEvery 3 hoursEvery 6 hoursEvery 12 hoursOnce a day

Once it's on, iFinclaw quietly checks in at that pace to see if there's anything worth telling you — silent when there's nothing, and only speaks up when there is. If it's on but nothing's happening, the site-wide switch may still be off — just ask whoever manages that to flip it on.

iFinclaw
Turn on heartbeat, check in once an hour
Heartbeat's on — I'll quietly check every hour, and only speak up if something needs you.

Scheduled Tasks

Whatever needs remembering, iFinclaw will remember on time

No alarms to set, no notes to keep — just say it out loud, and iFinclaw figures out when and how often to remind you.

Just remind me once

"Remind me tomorrow at 3pm to submit the proposal"

Repeat at a fixed interval

"Remind me to drink water every 2 hours"

Follow a more complex schedule

"Every Monday at 9am, help me sort out my to-dos"

iFinclaw
Remind me tomorrow at 3pm to submit the proposal
Got it — I'll remind you tomorrow at 3pm.

Skills

iFinclaw can do more than you'd expect

You don't need to tell iFinclaw which skill to use — just describe what you need, and it figures out the rest.

Work with PDF / Excel filesCollaborate on Lark docs, drive & wikiGenerate charts and data reportsRun a deep research passSummarize a pile of emailsCheck the weather

Browse the skill marketplace

Want more capabilities? Search, install, or remove skills anytime from Settings.

Just send iFinclaw a skill package

Have a skill package ready? Send it over in Lark, and it installs itself.

Pass a skill along to a teammate

Built something useful? Share it with the team from Settings, and they can start using it too.

iFinclaw
Can you look at this PDF for me?
Done reading — here's what it covers…

Create: Decks & Pages

Describe the look you want, and iFinclaw gets to work

Just decide one thing: do you want it to look great, or do you need to keep editing it in PowerPoint? iFinclaw figures out the rest.

Looks matter most

Custom-designed from scratch — pages, flip-through decks, and posters that feel polished.

Editing matters most

Delivers a real .pptx file, so you can keep reshaping it in PowerPoint however you like.

Once it's done, iFinclaw hands you a share link — open it to view right away, or tap 「下载」to save a local copy.

Quarterly Review.html
下载

Lark at Work

The small stuff in Lark, handled without you lifting a finger

Approvals, schedules, docs, sheets, meeting notes — the things that usually mean switching between five tabs now just take one sentence.

Docs & Knowledge

Edit a doc by just saying so, move files around without digging through folders, and pull up wiki pages or meeting minutes on the spot.

Calendar & Meetings

Check who's free, book a meeting room, look back at meeting minutes — or get a quick rundown of what's on your plate today and tomorrow.

Tasks & Approvals

A to-do that needs following up, an approval waiting on you — say the word and iFinclaw looks it up and gets it moving.

Sheets & Data

From setting up a table to filling it in to charting the results — Base and spreadsheets, handled directly.

Chat & Contacts

Dig through a chat history, draft an email, look up a teammate's contact info — no manual searching required.

These are already part of your Lark, no extra install needed — whenever you need one, just ask.

iFinclaw
Check if I'm free this afternoon and book a meeting room
You're open from 3 to 4pm — I've booked Room 302 for you.

More Control

Want to see it yourself? That works too.

Everything you do in chat — binding your account, toggling heartbeat, installing skills — also has a clearer home you can look at and adjust. Whenever you feel like checking, one click gets you there.

Account & Bot

See which Lark account is linked, unbind and rebind anytime

Automation

Heartbeat and scheduled tasks all show up here in one list

Skill Marketplace

Browse, install, and manage every skill your partner can use

My Agent

Manage your own partner's settings

Profile
Bot
Automation
Skills
My Agent
Lark
Bound
Visit Settings

iFinclaw

The Agent Workspace for Financial Teams.

Product

  • Why iFinclaw
  • User Guide

Legal

  • Privacy policy

iFinclaw does not provide investment advice, does not automate trading, and does not guarantee returns. All workflows operate under human approval and audit.

© 2026 iFinclaw. All rights reserved.