> 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

Step-by-step guides for the most common NationGraph workflows.

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="/nationgraph/help-center/readme/onboarding.md">Onboarding</a></td></tr><tr><td>Choose your role guide</td><td>Get a practical playbook and copyable Compass prompts for your day-to-day work.</td><td><a href="/nationgraph/help-center/readme/guides-by-role.md">Guides by role</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="/nationgraph/help-center/readme/signals-overview/signals-setup.md">Signals Setup</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="/nationgraph/help-center/readme/workspaces.md">Workspaces</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="/nationgraph/help-center/readme/compass.md">Let Compass guide you</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="/nationgraph/help-center/readme/compass/deep-research.md">Deep Research</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="/nationgraph/help-center/readme/accounts.md">Accounts</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="/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md">Map accounts from CSV or CRM</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="/nationgraph/help-center/readme/compass/deep-research.md">Deep Research</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="/nationgraph/help-center/readme/signals-overview/signals-setup.md">Signals Setup</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="/nationgraph/help-center/readme/signals-overview/navigate-and-use-signals.md">Navigate &amp; Use Signals</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>Use the CRM Integration Guide</td><td>Follow the basic admin steps to connect and map HubSpot or Salesforce.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/crm-integration-guide.md">CRM Integration Guide</a></td></tr><tr><td>Connect your CRM</td><td>Connect Salesforce or HubSpot to use live CRM context and push approved actions.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations.md">CRM Integrations</a></td></tr><tr><td>Connect Salesforce</td><td>Map accounts, configure customer status, and use live Salesforce context.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/salesforce-integration.md">Salesforce Integration</a></td></tr><tr><td>Connect HubSpot</td><td>Map companies, configure customer status, and use live HubSpot context.</td><td><a href="/nationgraph/help-center/readme/integration-overview/crm-integrations/hubspot-integration.md">HubSpot Integration</a></td></tr><tr><td>Connect Slack</td><td>Deliver Signals into a shared Slack channel for fast team triage.</td><td><a href="/nationgraph/help-center/readme/integration-overview/communications-integrations.md">Communications Integrations</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="/nationgraph/help-center/readme/workspaces/map-accounts-from-csv-or-crm.md">Map accounts from CSV or CRM</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="/nationgraph/help-center/readme/compass/deep-research.md">Deep Research</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="/nationgraph/help-center/readme/automations-overview/contacts-automation.md">Find Contacts Automation</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="/nationgraph/help-center/readme/automations-overview/create-and-run-an-automation.md">Create &amp; run an automation</a></td></tr><tr><td>Rank institutions in a territory</td><td>Build a prioritized target list using configurable scoring.</td><td><a href="/nationgraph/help-center/readme/automations-overview/ranked-automations.md">Ranked Automations</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="/nationgraph/help-center/readme/automations-overview/foia-automations.md">FOIA Automations</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="/nationgraph/help-center/readme/automations-overview/sync-automation-results-to-your-crm.md">Sync automation results to your CRM</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="/nationgraph/help-center/readme/rfps-portal-overview/rfp-walkthrough.md">RFP Walkthrough</a></td></tr><tr><td>Request vendor/competitor contracts (FOIA)</td><td>Automate FOIA requests. Track responses. Export parsed contracts.</td><td><a href="/nationgraph/help-center/readme/automations-overview/foia-automations.md">FOIA Automations</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="/nationgraph/help-center/readme/workspaces/workspace-summary.md">Workspace Summary</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="/nationgraph/help-center/readme/compass/deep-research.md">Deep Research</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="/nationgraph/help-center/readme/workspaces/contacts.md">Contacts</a></td></tr><tr><td>Track competitor contracts</td><td>Monitor competitor wins. Use renewals to time outreach.</td><td><a href="/nationgraph/help-center/readme/workspaces/competitor-contracts.md">Competitor Contracts</a></td></tr></tbody></table>


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