> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme.md). # Nationgraph Handbook

What can we help you find?

Browse the topics below or explore our guides to get the most of NationGraph today

Start onboarding Contact support

Topic	Description	Cover image	Link
Signals	Learn how Signals work, manage your inbox, and configure settings	Frame 1984078919 (1).png	Signals Overview
Automations	Turn signals and public-sector data into repeatable workflows	Automation.png	Automations Overview
Integrations	Connect and sync with your existing CRM + Communications tools	Frame 1984078922 (1).png	Integration Overview
RFP Portal	Discover and track public sector opportunities and RFPs	Frame 1984078919-1 (1).png	RFP’s Portal Overview
Workspaces	Organize accounts, contacts, competitor intel, and research by team or territory	Frame 1984078919-2 (1).png	Workspaces
Grant Portal	Find grants, review funding context, and move from discovery to outreach	Grants.png	Grant Portal Overview

### Quick Start Start with the workflow you need most. Then move to the next section. ### Onboarding

Guide	Description	Link
Get onboarded	Create your account, set up SSO, connect your CRM, and create your first Signals.	Onboarding
Choose your role guide	Get a practical playbook and copyable Compass prompts for your day-to-day work.	Guides by role
Set up your first Signals	Use templates and best-practice examples to get relevant Signals fast.	Signals Setup
Set up workspaces	Organize by territory or team and configure workspace-level rules.	Workspaces

### Compass

Guide	Description	Link
Let Compass guide you	Tell Compass your sales goal, and it will guide you through research, build your account list, and prepare the next step.	Let Compass guide you
Launch Deep Research	Let Compass research the same questions across all your accounts so you can see which accounts to contact and why.	Deep Research

### Accounts

Guide	Description	Link
Set up Accounts	Define territory by institution type, state, and size so Signals can run.	Accounts
Map accounts from CSV or CRM	Match a fixed book of business to the right NationGraph institutions.	Map accounts from CSV or CRM
Deep research across accounts	Let Compass answer the same questions for every account so you can compare prospects and decide who to contact.	Deep Research

### Signals

Guide	Description	Link
Set up your first Signals	Use templates and best-practice examples to get relevant Signals fast.	Signals Setup
Go from Signal → action	Work your inbox, build lists, share Signals, generate outreach, and push to CRM.	Navigate & Use Signals

### Automations

Guide	Description	Link
Create a Deep Research report	Tell Compass what you need to learn, and it will guide you to a report you can use to prioritize accounts.	Deep Research
Find contacts across a territory	Retrieve contacts using title, exclusion, email, and phone filters.	Find Contacts Automation
Create & run an automation	Set scope, run, review results, then export or sync.	Create & run an automation
Sync automation results to your CRM	Push tasks, notes, and mapped fields into Salesforce or HubSpot.	Sync automation results to your CRM

### Integrations

Guide	Description	Link
Use the CRM Integration Guide	Follow the basic admin steps to connect and map HubSpot or Salesforce.	CRM Integration Guide
Connect Salesforce	Map accounts, use live Salesforce context, and push approved actions.	Salesforce Integration
Connect HubSpot	Map companies, use live HubSpot context, and push approved actions.	HubSpot Integration
Connect Slack	Deliver Signals into a shared Slack channel for fast team triage.	Communications Integrations

### RFPs

Guide	Description	Link
Find & track RFPs	Search the portal, filter results, and track deadlines.	RFP Walkthrough

### Grants

Guide	Description	Link
Use the Grant Portal	Filter grants, open funding sources, generate outreach, and run automations.	Grant Portal Overview

### Full library

Guide	Description	Link
Browse all quick starts	The full library of guides across Signals, Automations, Grants, RFPs, and Workspaces.	Quick starts

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