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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

No imports. No setup wizards. No fields to configure. Connect Google and your accounts, contacts, and deals show up automatically.
1

Sign up · 30s

Create your account at octolane.com/auth/sign-up.
2

Connect Gmail and Calendar · 30s

This is the only step that really matters. Octolane reads your inbox and calendar, then figures out who you’ve been talking to, which companies they work at, and which deals are in flight.Once connected, Octolane will:
  • Pull every account you’ve emailed or met with in the last 90 days
  • Match contacts to their companies
  • Detect opportunities from meeting patterns and email threads
  • Thread every future conversation to the right deal
SOC 2 Type II, HIPAA, GDPR, ISO 27001, CASA-audited for Google, pen-tested annually. Least-privilege scopes, never used to train models, no email sent without your approval. See Security.
3

Let Octolane assemble your CRM · ~1 min

You don’t import anything. Octolane reads your meetings and inbox, then builds accounts, contacts, and opportunities from the people you’ve actually been talking to. It runs in the background. You can move on.Advanced enrichment runs alongside it, filling every account and contact with company info, titles, LinkedIn, and headcount. Adds another ~2 minutes. Skip in settings if you want.
4

Turn on the meeting recorder · 30s

The recorder joins your Zoom, Meet, and Teams calls and takes notes for you. After every call you get a summary, action items, and the fields Octolane updated on the opportunity.Enable now during onboarding, or anytime from Settings → Meeting Intelligence.

Set up the meeting recorder

Auto-joins every meeting on your calendar.
5

Install Signal on your website · 5 min

Signal identifies which companies visit your site and what pages they read. When a champion at an open opportunity lands on pricing, you see it in the same view as your pipeline.

Install Signal

One script tag. Live in 5 minutes.
6

Connect your other tools · 2 min each

Octolane is the hub. Pull revenue from Stripe, product usage from PostHog, meeting notes from Granola, profiles from LinkedIn, engineering signals from Linear, conversations from Slack. And 5,000+ more via Zapier.Connect everything from Settings → Integrations.
7

Invite your team · 1 min

Add your co-founder, your sales partner, anyone running calls. Each teammate connects their own inbox, so the CRM reflects everyone’s relationships. Not just yours.Add seats from Settings → Members.
8

Personalize with AI Memory · 1 min

Teach Octolane about your business, ICP, tone, and conventions once. It applies them to every draft, every field update, every report.Open Settings → AI Memory and add anything Octolane should always know about you.
9

Start asking Octolane anything

You don’t navigate Octolane. You ask it.Try any of these. Click to copy, then paste into AI Chat (Cmd+/):
Create a deal
Create a deal for Acme, $45k, close next quarter.
Draft follow-ups
Draft follow-ups for everyone who hasn't replied in 3 days.
Migrate from another CRM
Migrate me from HubSpot. Pull in companies, deals, and contacts.
Build pipeline from Stripe
Build my pipeline from Stripe customers over $1k MRR.
Forecast
Forecast revenue for Q4, commit and best case.
If Octolane can do something, you can ask for it in plain English.
That’s it. Your CRM runs itself from here.

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Next

Learn the data model

Accounts, Contacts, Opportunities, Tasks. And how they connect.

Connect Claude or Cursor

Run Octolane from any MCP client. One-click install for Claude.

Pick a playbook

Founder-led sales, never miss a follow-up, 50 demos in 30 days.

Something off?

Move a record once. Octolane learns. Or email help@octolane.com.