Equals design examples

Equals

Article page where a modal prompts the user to sign up for the wrap text newsletter with their email address.

• Confirmation
• Sign Up

Equals

Sign-in screen overlaid on a blog article where the user enters their email to authenticate and continue reading.

• Sign In
• Confirmation

Equals

Signup screen where the user enters their work email address to continue the authentication flow.

• Sign Up

Equals

Signup screen where the user creates a new account via Google OAuth or by providing their name, email, and a password.

• Sign Up

Equals

Verification screen instructing the user to check their email and click the link to complete sign up.

• Verification

Equals

Sign-in screen where the user authenticates with a pre-filled email address and password.

• Forgot Password

Equals

Onboarding step where the user names their new workspace and configures auto-join for their email domain.

• Account Setup
• Team Management

Equals

Onboarding step where the user selects a datasource like Salesforce, Stripe, or Snowflake to connect, alongside a help card offering a video guide and support links.

• Setup Wizard
• Help

Equals

Onboarding step where the user can email a teammate to ask for help connecting a datasource, featuring an inline email preview.

• Invite Teammates
• Help

Equals

Setup wizard where the user names and connects their Plaid bank account data source, with options to share with the workspace and access help resources.

• Setup Wizard
• Add & Create

Equals

Modal overlay explaining the Plaid integration and prompting the user to securely connect their bank account to the workspace.

• Confirmation
• Integrations

Equals

Wizard step where the user finalizes the connection to their Plaid bank account before pulling data into workbooks.

• Setup Wizard
• Account Setup