> 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

<h2 align="center">What can we help you find?</h2>

<p align="center">Browse the topics below or explore our guides to get the most of NationGraph today</p>

<p align="center"><a href="/pages/Q8zVWQhYVPGwHCCC06JF" class="button primary">Start onboarding</a> <a href="https://calendar.app.google/PW4p7yMgsLKoxPzw7" class="button secondary">Contact support</a></p>

<table data-card-size="large" data-view="cards"><thead><tr><th>Topic</th><th>Description</th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Signals</td><td>Learn how Signals work, manage your inbox, and configure settings</td><td><a href="/files/Fe82HqevGGXfyEVHAs8L">/files/Fe82HqevGGXfyEVHAs8L</a></td><td><a href="/pages/AggvSK4I8cbylVrehj1W">/pages/AggvSK4I8cbylVrehj1W</a></td></tr><tr><td>Automations</td><td>Turn signals and public-sector data into repeatable workflows</td><td><a href="/files/OeWXQMAdPBAqtDdWW04G">/files/OeWXQMAdPBAqtDdWW04G</a></td><td><a href="/pages/5e7Fc8uiQWf8I33vyFz8">/pages/5e7Fc8uiQWf8I33vyFz8</a></td></tr><tr><td>Integrations</td><td>Connect and sync with your existing CRM + Communications tools</td><td><a href="/files/QkdFrQBu8WutTDYtQ2qX">/files/QkdFrQBu8WutTDYtQ2qX</a></td><td><a href="/pages/1MGQRT5LFLFRfhefR4WW">/pages/1MGQRT5LFLFRfhefR4WW</a></td></tr><tr><td>RFP Portal</td><td>Discover and track public sector opportunities and RFPs</td><td><a href="/files/jmGtHO2Hl9SdX6CCQVrB">/files/jmGtHO2Hl9SdX6CCQVrB</a></td><td><a href="/pages/GxmUtw0ZCgS3EP85vDh8">/pages/GxmUtw0ZCgS3EP85vDh8</a></td></tr><tr><td>Workspaces</td><td>Organize accounts, contacts, competitor intel, and research by team or territory</td><td><a href="/files/QI2hAf8wvUKqiXNCKSyf">/files/QI2hAf8wvUKqiXNCKSyf</a></td><td><a href="/pages/su3VvwAEILY3L4z1NDSV">/pages/su3VvwAEILY3L4z1NDSV</a></td></tr><tr><td>Grant Portal</td><td>Find grants, review funding context, and move from discovery to outreach</td><td><a href="/files/eIkzS1qgIGQy0jMwMjNX">/files/eIkzS1qgIGQy0jMwMjNX</a></td><td><a href="/pages/jMVcYy8aNGDjEPaDLJi5">/pages/jMVcYy8aNGDjEPaDLJi5</a></td></tr></tbody></table>

### Quick Start

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

### Onboarding

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Get onboarded</td><td>Create your account, set up SSO, connect your CRM, and create your first Signals.</td><td><a href="/pages/Q8zVWQhYVPGwHCCC06JF">/pages/Q8zVWQhYVPGwHCCC06JF</a></td></tr><tr><td>Set up your first Signals</td><td>Use templates and best-practice examples to get relevant Signals fast.</td><td><a href="/pages/VeEwcKAu6dZKc2LP2GFe">/pages/VeEwcKAu6dZKc2LP2GFe</a></td></tr><tr><td>Set up workspaces</td><td>Organize by territory or team and configure workspace-level rules.</td><td><a href="/pages/su3VvwAEILY3L4z1NDSV">/pages/su3VvwAEILY3L4z1NDSV</a></td></tr></tbody></table>

### Compass

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Let Compass guide you</td><td>Tell Compass your sales goal, and it will guide you through research, build your account list, and prepare the next step.</td><td><a href="/pages/RCtR3WVcbpyktFuA9vou">/pages/RCtR3WVcbpyktFuA9vou</a></td></tr><tr><td>Launch Deep Research</td><td>Let Compass research the same questions across all your accounts so you can see which accounts to contact and why.</td><td><a href="/pages/VHnoiMPn4e3bRbBR9C2h">/pages/VHnoiMPn4e3bRbBR9C2h</a></td></tr></tbody></table>

### Accounts

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Set up Accounts</td><td>Define territory by institution type, state, and size so Signals can run.</td><td><a href="/pages/MZ2dXiNnkhvbBtzsuMiO">/pages/MZ2dXiNnkhvbBtzsuMiO</a></td></tr><tr><td>Map accounts from CSV or CRM</td><td>Match a fixed book of business to the right NationGraph institutions.</td><td><a href="/pages/FkFwTIiDQRSuUMpkW5Uz">/pages/FkFwTIiDQRSuUMpkW5Uz</a></td></tr><tr><td>Deep research across accounts</td><td>Let Compass answer the same questions for every account so you can compare prospects and decide who to contact.</td><td><a href="/pages/VHnoiMPn4e3bRbBR9C2h">/pages/VHnoiMPn4e3bRbBR9C2h</a></td></tr></tbody></table>

### Signals

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Set up your first Signals</td><td>Use templates and best-practice examples to get relevant Signals fast.</td><td><a href="/pages/VeEwcKAu6dZKc2LP2GFe">/pages/VeEwcKAu6dZKc2LP2GFe</a></td></tr><tr><td>Go from Signal → action</td><td>Work your inbox, build lists, share Signals, generate outreach, and push to CRM.</td><td><a href="/pages/KhXq2TGn4lT3iQ1MFK0f">/pages/KhXq2TGn4lT3iQ1MFK0f</a></td></tr></tbody></table>

### Automations

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Create a Deep Research report</td><td>Tell Compass what you need to learn, and it will guide you to a report you can use to prioritize accounts.</td><td><a href="/pages/VHnoiMPn4e3bRbBR9C2h">/pages/VHnoiMPn4e3bRbBR9C2h</a></td></tr><tr><td>Find contacts across a territory</td><td>Retrieve contacts using title, exclusion, email, and phone filters.</td><td><a href="/pages/i302xWGf6FrmH9F3AQ2w">/pages/i302xWGf6FrmH9F3AQ2w</a></td></tr><tr><td>Create &#x26; run an automation</td><td>Set scope, run, review results, then export or sync.</td><td><a href="/pages/KWuedhb6ar0XhNUriqHY">/pages/KWuedhb6ar0XhNUriqHY</a></td></tr><tr><td>Sync automation results to your CRM</td><td>Push tasks, notes, and mapped fields into Salesforce or HubSpot.</td><td><a href="/pages/RfPhSNh8HgUHnX85eIUo">/pages/RfPhSNh8HgUHnX85eIUo</a></td></tr></tbody></table>

### Integrations

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Connect Salesforce</td><td>Map accounts, use live Salesforce context, and push approved actions.</td><td><a href="/pages/UwSBnAnr4gB2TkrZ3O2M">/pages/UwSBnAnr4gB2TkrZ3O2M</a></td></tr><tr><td>Connect HubSpot</td><td>Map companies, use live HubSpot context, and push approved actions.</td><td><a href="/pages/QvmHt6MvkF1TItup0tiq">/pages/QvmHt6MvkF1TItup0tiq</a></td></tr><tr><td>Connect Slack</td><td>Deliver Signals into a shared Slack channel for fast team triage.</td><td><a href="/pages/wbc7rGYimwsYR5NDQqCQ">/pages/wbc7rGYimwsYR5NDQqCQ</a></td></tr></tbody></table>

### RFPs

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Find &#x26; track RFPs</td><td>Search the portal, filter results, and track deadlines.</td><td><a href="/pages/Xi5xJqfkmnZsynBQh1wT">/pages/Xi5xJqfkmnZsynBQh1wT</a></td></tr></tbody></table>

### Grants

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Use the Grant Portal</td><td>Filter grants, open funding sources, generate outreach, and run automations.</td><td><a href="/pages/jMVcYy8aNGDjEPaDLJi5">/pages/jMVcYy8aNGDjEPaDLJi5</a></td></tr></tbody></table>

### Full library

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Browse all quick starts</td><td>The full library of guides across Signals, Automations, Grants, RFPs, and Workspaces.</td><td><a href="/pages/FlxOwQyTnxUB9CUeEPZW">/pages/FlxOwQyTnxUB9CUeEPZW</a></td></tr></tbody></table>


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