Operations 32 guides.
Start here
What Operations covers, the order to build it in, and how it feeds every other department.
- Operations OverviewWhat Operations covers, how its four areas fit together, and where to start.
- Setting Up Operations In OrderThe sequence to configure Operations in, and why doing it out of order costs the most rework.
- How Operations Connects To Everything ElseThe map of what Operations configures for each other department, and where to change something when it is wrong.
Automations
From a first workflow to branching, loops and sequences.
- Building Your First AutomationHow to build a workflow in the Automation Hub: start from a template, understand the node types, test it, and switch it on.
- Automation Templates and the AI CopilotHow to use the template library and the AI copilot to build workflows faster, and where to stop trusting them.
- Triggers and EventsHow to choose the right event to start a workflow, and why the wrong trigger causes most automation problems.
- Conditions and BranchingHow to build the tests that decide what a workflow does next, using the full operator vocabulary.
- Loops, Transforms and VariablesHow to act on many records at once, compute values mid-flow, and pass data between steps.
- Waits, Approvals and SequencesHow to pause a workflow for time, for a person, or for the recipient to act - and how to build a follow-up sequence.
- Automation Actions and What They NeedEvery action a workflow can take, and the prerequisite that makes each one work - the reason most automations fail silently.
- Automation HealthHow to find out why an automation did not run, using the four panels that make silent failures visible.
Your data
Shape it, bring it in, keep it clean, take it out.
- Custom FieldsHow to add your own fields to any record type, choose the right type, and scope them to a single pipeline or board.
- Custom BoardsHow to build a board for work that has no home in the standard areas, using the four-step wizard.
- Migrating From Another CRMHow to move off HubSpot, Salesforce, Zoho, Pipedrive and the rest without creating a mess you spend months cleaning.
- Importing SpreadsheetsHow to get a CSV or Excel file into the platform correctly, with the template, the mapping and the checks.
- Data ManagementHow to find and fix the records that quietly break reporting: no owner, no company, duplicates.
- Exporting Your DataHow to get data out - for an accountant, an auditor, a backup, or because you want to.
- Apps and ImportHow to connect the tools you already run, import spreadsheets into any area, and export your data out.
Email and domains
Addresses that receive mail, on your own brand.
- Email Addresses and Where Mail LandsHow the inbound email system works, how to create an address, and the two-address model behind the scenes.
- Connecting Your Own DomainHow to register your domain, publish the DNS records, and get verified so mail arrives on your brand rather than ours.
- Forwarding Mail From Your ProviderHow to forward a branded address to the platform, with the steps for your specific mail provider.
- Inbox Ownership and Auto RulesHow to make sure incoming mail has an owner, and how automatic rules act on it when it arrives.
Channels
Phone, chat and the messages every channel sends.
- Phone SetupHow to connect a voice provider, supply the right credentials, and route calls to departments.
- Web Chat and Chat IntentsHow to set up the chat widget on your site, and teach it what your visitors actually ask for.
- Communication TemplatesHow to write the reusable email, WhatsApp and SMS messages that automations and the platform send.
- Marketing ListsHow to build an audience for campaigns, and when a live filter beats a fixed list.
Meetings and booking
What people can book, and what the platform looks for when you meet.
- Booking: Event TypesHow to define what people can book, how long it takes, where it happens, and who it goes to.
- Booking: Availability, Teams and RoutingHow bookable hours are derived from your hubs, how to group who takes bookings, and how to send bookers to the right person.
- Meeting Types and FrameworksHow to define a meeting type, pick a framework like MEDDPICC or GROW, and tell the platform what to look for.
- How Meetings Are ScoredThe four kinds of outcome, how scores are derived from what was actually said, and how to read a scorecard without over-trusting it.
Procedures and insights
The work people do by hand, and how it is all performing.