> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Octolane 101

> A six-part guided introduction to setting up and using Octolane.

Octolane 101 takes you from an empty workspace to a working sales motion. Complete the lessons in order or jump to the part you need.

**Time:** About 20 minutes

**You will finish with:** A connected workspace, a clear data model, a pipeline, meeting capture, and your first approved AI action.

## Course goals

By the end of this course, you will understand:

* How Octolane creates and updates CRM records
* Which setup choices matter before inviting your team
* How meetings, pipelines, AI Chat, and approvals work together
* Where to go next for migrations, playbooks, and advanced workflows

## Lessons

> [card] [1. Connect your workspace](https://octolane.com/docs/course/connect.md)
>
> Connect Gmail and Calendar and confirm the first sync.

> [card] [2. Understand your records](https://octolane.com/docs/course/records.md)
>
> Learn accounts, contacts, opportunities, and activities.

> [card] [3. Build your pipeline](https://octolane.com/docs/course/pipeline.md)
>
> Create a simple pipeline your team can use immediately.

> [card] [4. Record your first meeting](https://octolane.com/docs/course/meeting-recorder.md)
>
> Choose recording defaults and verify the recap workflow.

> [card] [5. Take action with AI Chat](https://octolane.com/docs/course/ai-chat.md)
>
> Ask a question, request a change, and approve it.

> [card] [6. Choose your next workflow](https://octolane.com/docs/course/next-steps.md)
>
> Pick the playbook that matches how your team sells.

> [!NOTE]
>
> You can safely explore during this course. Actions that change data or send messages appear in the approval queue before they run unless your workspace has changed its approval settings.

## Up next

Continue to [Connect your workspace](https://octolane.com/docs/course/connect.md).


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