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Owner · tip sheet

Tip sheet

Quick wins from experienced owners. Hit Print to take this as a one-pager to your desk.

General

Admin tip sheet

Dense reference for admins.

Why use this

Bookmark this tip sheet so you stop guessing keyboard shortcuts, bulk moves, and the gotchas every new admin trips over.

Benefits:

  • Shave minutes off triage with cmd+k and g+l/g+t jumps.
  • Bulk lead actions and bulk score recompute replace dozens of single-record edits.
  • Know up front that you can't top up credits or set BYOK; coordinate with the owner instead of hitting dead ends.

Keyboard shortcuts

  • ? open keyboard help.
  • g+l go to Leads.
  • g+t go to Tasks.
  • cmd+k command palette.

Bulk actions

  • Bulk lead actions.
  • Bulk recompute scores.

Power moves

  • Use the team approvals queue daily.
  • Triage manual actions every morning.
  • Read /security/audit-log for anomalies.

Mobile tips

  • Phone is good for triage; settings work better on desktop.

Integrations

  • Owner sets these up; you operate them.

What most new admins miss

  • You cannot top up credits or set BYOK; coordinate with owner.
  • Snapshots are owner-only.

General

Member tip sheet

Daily-driver reference.

Why use this

Bookmark this tip sheet so you ship more in less time and avoid the rookie mistakes every new member makes.

Benefits:

  • Hot keys like g+l, g+t, g+m save dozens of clicks every day.
  • /workflows/build skips dragging nodes (chat to workflow JSON).
  • /missions/templates is a shortcut to the common Missions instead of starting from blank.
  • Trigger links and snippets save roughly 10 minutes per day on repetitive copy.

Keyboard shortcuts

  • ? keyboard help.
  • g+l Leads.
  • g+t Tasks.
  • g+m Missions.
  • cmd+k command palette.
  • cmd+/ toggle help center.

Bulk actions

  • Bulk-select leads to enrich, tag, assign.
  • Bulk-publish blog posts from drafts.

Power moves

  • Start the day at /my-work; finish the day at /approvals.
  • Slash-command snippets to skip retyping.
  • @mention agents in chat for repeat tasks.

Mobile tips

  • /tasks?scope=mine is the best mobile view.

Integrations

  • Connected by your owner. Just use them.

What most new members miss

  • /workflows/build skips dragging nodes.
  • /missions/templates is a shortcut to common Missions.
  • Trigger links and snippets save 10 min/day.

General

Owner tip sheet

Dense reference card for owners.

Why use this

Bookmark this tip sheet so you run the workspace at full speed and don't miss the levers that save the most money.

Benefits:

  • BYOK saves real money at scale; spend caps prevent surprise bills.
  • Snapshots clone your config for every new sub-tenant in seconds.
  • Bespoke mode for first drafts, Fast mode for tweaks — pick on purpose.
  • Pin /transparency for daily spend check; brand kit propagates everywhere.

Keyboard shortcuts

  • ? open keyboard help.
  • g+l go to Leads.
  • g+t go to Tasks.
  • g+i go to Inbox.
  • g+m go to Missions.
  • cmd+k open command palette.
  • cmd+/ toggle help center.

Bulk actions

  • Multi-select leads to bulk enrich, score, tag, assign.
  • Bulk recompute scores from /scoring-rules.
  • Bulk CSV import for leads at /leads/import.

Power moves

  • Save a Mission as a template once a flow works.
  • Use Bespoke mode for first drafts; Fast mode for tweaks.
  • Pin /transparency for daily spend check.
  • Use snapshots to clone tenant configs instantly.

Mobile tips

  • /my-work works well on phone; bulk actions live on desktop.
  • Use /chat from phone for quick reads.

Integrations

  • Stripe Connect for payments.
  • Twilio for voice.
  • Resend for transactional email.

What most new owners miss

  • BYOK saves money at scale.
  • Spend caps prevent surprise bills.
  • Snapshots are gold for multi-tenant setups.
  • Brand kit propagates everywhere.

General

Viewer tip sheet

Read-only navigation guide.

Why use this

Bookmark this tip sheet so you can move around the workspace fast without trying to edit something you can't.

Benefits:

  • Use /web-search like a research aid without leaving the app.
  • Read /insights weekly and /reports/attribution to see revenue sources.
  • Know that disabled mutating buttons are intentional and have explanatory tooltips.

Keyboard shortcuts

  • ? keyboard help.
  • g+l Leads.
  • g+m Missions.
  • cmd+k command palette.

Bulk actions

  • None. You cannot mutate.

Power moves

  • Use /web-search like a research aid.
  • Read /insights weekly.
  • Read /reports/attribution to see revenue sources.

Mobile tips

  • Everything works mobile but is faster on desktop.

Integrations

  • N/A.

What most new viewers miss

  • Mutating buttons are disabled with tooltips. That is intentional.
  • You can read everything members read.