Guides · Task guide
Find your next step.
Practical help for setup, daily work and recovery.
Find the next task
Task guides lead with the result, the access it needs, its cost and how to recover. Back to the first workflow.
Your first useful workflow
- Save your website or concept.
- Activate a seat if needed.
- Confirm the business brief.
- Choose a sourced customer profile.
- Review the researched account and contact.
- Review your draft and choose its destination.
If the work pauses
- Open the held action receipt.
- Read what completed and what remains unknown.
- Use the offered recovery action.
- Resume from the saved step.
A paused import has its own receipt on Connections, with the last saved checkpoint and Retry from checkpoint. The receipts guide explains each state.
Public provider evidence
| Integration | Evidence |
|---|---|
| Apollo | None recorded |
| Attio | None recorded |
| Clay | None recorded |
| Customer.io | None recorded |
| Fathom | None recorded |
0 of 299 operations verified live across 27 integrations. The connect guide lists every operation.
Read verification criteriaMonthly planning inputs
Continue from here
Keep your context, connections and work when you return. Earlier steps stay reachable.
Recover a paused taskReview provider evidenceEstimate operating cost
Search every guide, or go back to the first workflow. The full role and API references are below.
All task guides, roles and references
One way to buy. A seat is $99 per person a month, or
$1,089 a year, and holds all 9
roles. Add a seat when you hire. AI usage runs on a provider key you hold.
Details at /pricing.
Start your revenue workspace
- From your website to the first draft: paste the URL, confirm the brief, approve a market, review companies, contacts and drafts. Says which steps need a seat, an AI allowance, or a connected tool.
- Bring my existing workspace forward: keep the confirmed brief and active campaigns, reconnect tools, reconcile imported records, resume the first incomplete stage.
- Your first launch and business brief: the eight sections, AI Assist, the five sources, limits and provider requirements.
Run outreach and follow-up
- Keep prospecting after the first launch: daily research, Attio, Gmail drafts, the monthly follow-up, pause and stop.
- Approval and the send layer: what an approval covers, what stops follow-up, held and uncertain sends, replies, auto-replies and bounces.
- Home: what the plan found, drafts waiting, follow-ups due, contacts waiting on a decision, and the problems in the way.
Work opportunities and customers
- Account executive: replies, meeting preparation, deal briefs and proposed CRM updates.
- Sales engineer: technical questions, evaluations and product gaps.
- Partnerships, Customer success, Customer support: partner introductions, retention signals, escalations, and when each role has work.
Learn and grow
- Sales leader and Revenue leader: where the motion is stuck, what the evidence says, and the next campaign or hire.
- Revenue attribution: sourced and influenced pipeline from the touches on your opportunities.
- Handing a role to your first hire: seats, role assignment, and what a teammate inherits.
Connect and troubleshoot
- Connect your tools: each connection's state, what it reads and writes, preview and gated tiers, reconnecting.
- When the next step is blocked: an unreadable site, paused research, an empty market, an uncertain Gmail receipt, a disconnected tool, a spent daily allowance.
- How it fits together: the brief every role reads, the schedule, Home, and the gate on the send layer.
The 9 roles
One page each: what it does for a founder, what it needs before it has work, what it runs and when.
Founder / GTM operator gtmcron Your go-to-market, on cron. Enterprise account executive salescron Your sales day, on cron. Sales leader leadercron Your sales org, on cron. Sales engineer secronjob The SE’s day, on cron. Partner / channel manager partnercron Your partner motion, on cron. BDR / inside sales rep bdrcron Your pipeline day, on cron. Chief revenue officer crocronjob The revenue org, on cron. Customer success manager cscron Your post-sale motion, on cron. Customer support lead supportcron Your support queue, on cron.
Getting started · Licensing & renewal · Handing a role to your first hire
Reference
- Activity: every run, what it produced, and what it cost. Filterable per role.
- Every feature, documented: the full library, grouped by where it sits in the app.
- API & MCP reference · API keys (advanced, optional) · Changelog