> 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/quick-starts.md).

# Quick starts

Quick step-by-step workflows for the most common tasks in NationGraph.

Pick a guide. Run it end-to-end. Then come back for the next one.

### 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>Split by team or territory. Configure workspace-level rules and filters.</td><td><a href="/pages/su3VvwAEILY3L4z1NDSV">/pages/su3VvwAEILY3L4z1NDSV</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 Signals</td><td>Configure filters, keywords, prompts, and territories. Reduce noise.</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>

### 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 your CRM</td><td>Connect Salesforce or HubSpot. Start linking institutions and pushing Signals.</td><td><a href="/pages/5VqG502p9LHrKHGB8yZn">/pages/5VqG502p9LHrKHGB8yZn</a></td></tr><tr><td>Connect Salesforce</td><td>Install the package, authenticate, map accounts, and validate dedupe behavior.</td><td><a href="/pages/UwSBnAnr4gB2TkrZ3O2M">/pages/UwSBnAnr4gB2TkrZ3O2M</a></td></tr><tr><td>Connect HubSpot</td><td>Authenticate with one click. Start syncing Signals immediately.</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>

### Mapping

<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>Map accounts from CSV or CRM</td><td>Match CSV rows or CRM accounts to NationGraph institutions with AI-assisted review.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz</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 &#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>Rank institutions in a territory</td><td>Build a prioritized target list using configurable scoring.</td><td><a href="/pages/olE3Dlaqpa1d6R4lyKfe">/pages/olE3Dlaqpa1d6R4lyKfe</a></td></tr><tr><td>Request vendor/competitor contracts (FOIA)</td><td>File FOIA requests automatically. Track responses. Export parsed contracts.</td><td><a href="/pages/tJCB4mfMugf89ZHLTdl2">/pages/tJCB4mfMugf89ZHLTdl2</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>

### RFPs + FOIA

<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><tr><td>Use FOIA intelligence</td><td>Understand FOIA timelines, find documents, and attach intel to accounts.</td><td><a href="/pages/F3XF8HGslx1shm0apDH2">/pages/F3XF8HGslx1shm0apDH2</a></td></tr></tbody></table>

### Workspaces

<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>Generate a Workspace Summary column</td><td>Turn 3 smart columns into consistent call prep, asks, and briefs.</td><td><a href="/pages/ldJ1NMCGLsMzcMtFRJwm">/pages/ldJ1NMCGLsMzcMtFRJwm</a></td></tr><tr><td>Deep research on an account</td><td>Pull agency profiles, spending patterns, and market mapping intel.</td><td><a href="/pages/VHnoiMPn4e3bRbBR9C2h">/pages/VHnoiMPn4e3bRbBR9C2h</a></td></tr><tr><td>Find &#x26; manage contacts</td><td>Find decision-makers, enrich, generate emails, and push to CRM.</td><td><a href="/pages/a8ESaKr7uHbhBqWSovMO">/pages/a8ESaKr7uHbhBqWSovMO</a></td></tr><tr><td>Track competitor contracts</td><td>Monitor competitor wins. Use renewals to time outreach.</td><td><a href="/pages/FjaCod7KvNn3ytz5mHcV">/pages/FjaCod7KvNn3ytz5mHcV</a></td></tr></tbody></table>


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