> ## 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.

# Quickstart

> Octolane builds itself from your inbox and calendar. Most people are running in 10 minutes.

No imports. No setup wizards. No fields to configure. Connect Google and your accounts, contacts, and deals show up automatically.

<Steps>
  <Step title="Sign up · 30s">
    Create your account at [octolane.com/auth/sign-up](https://www.octolane.com/auth/sign-up).
  </Step>

  <Step title="Connect Gmail and Calendar · 30s">
    This is the only step that really matters. Octolane reads your inbox and calendar, then figures out who you've been talking to, which companies they work at, and which deals are in flight.

    Once connected, Octolane will:

    * Pull every account you've emailed or met with in the last 90 days
    * Match contacts to their companies
    * Detect opportunities from meeting patterns and email threads
    * Thread every future conversation to the right deal

    <Info>
      **SOC 2 Type II, HIPAA, GDPR, ISO 27001, CASA-audited for Google, pen-tested annually.** Least-privilege scopes, never used to train models, no email sent without your approval. See [Security](/security).
    </Info>
  </Step>

  <Step title="Let Octolane assemble your CRM · ~1 min">
    You don't import anything. Octolane reads your meetings and inbox, then builds accounts, contacts, and opportunities from the people you've actually been talking to. It runs in the background. You can move on.

    Advanced enrichment runs alongside it, filling every account and contact with company info, titles, LinkedIn, and headcount. Adds another \~2 minutes. Skip in settings if you want.
  </Step>

  <Step title="Turn on the meeting recorder · 30s">
    The recorder joins your Zoom, Meet, and Teams calls and takes notes for you. After every call you get a summary, action items, and the fields Octolane updated on the opportunity.

    Enable now during onboarding, or anytime from [Settings → Meeting Intelligence](https://www.octolane.com/settings/meeting-intelligence).

    <Card title="Set up the meeting recorder" icon="video" href="/introductions/meeting-recorder">
      Auto-joins every meeting on your calendar.
    </Card>
  </Step>

  <Step title="Install Signal on your website · 5 min">
    Signal identifies which companies visit your site and what pages they read. When a champion at an open opportunity lands on pricing, you see it in the same view as your pipeline.

    <Card title="Install Signal" icon="radar" href="/introductions/signal">
      One script tag. Live in 5 minutes.
    </Card>
  </Step>

  <Step title="Connect your other tools · 2 min each">
    Octolane is the hub. Pull revenue from Stripe, product usage from PostHog, meeting notes from Granola, profiles from LinkedIn, engineering signals from Linear, conversations from Slack. And 5,000+ more via Zapier.

    Connect everything from [Settings → Integrations](https://www.octolane.com/settings/integrations).
  </Step>

  <Step title="Invite your team · 1 min">
    Add your co-founder, your sales partner, anyone running calls. Each teammate connects their own inbox, so the CRM reflects everyone's relationships. Not just yours.

    Add seats from [Settings → Members](https://www.octolane.com/settings/organization/members).
  </Step>

  <Step title="Personalize with AI Memory · 1 min">
    Teach Octolane about your business, ICP, tone, and conventions once. It applies them to every draft, every field update, every report.

    Open [Settings → AI Memory](https://www.octolane.com/settings/ai/memory) and add anything Octolane should always know about you.
  </Step>

  <Step title="Start asking Octolane anything">
    You don't navigate Octolane. You ask it.

    Try any of these. Click to copy, then paste into AI Chat (`Cmd+/`):

    ```text Create a deal theme={"system"}
    Create a deal for Acme, $45k, close next quarter.
    ```

    ```text Draft follow-ups theme={"system"}
    Draft follow-ups for everyone who hasn't replied in 3 days.
    ```

    ```text Migrate from another CRM theme={"system"}
    Migrate me from HubSpot. Pull in companies, deals, and contacts.
    ```

    ```text Build pipeline from Stripe theme={"system"}
    Build my pipeline from Stripe customers over $1k MRR.
    ```

    ```text Forecast theme={"system"}
    Forecast revenue for Q4, commit and best case.
    ```

    If Octolane can do something, you can ask for it in plain English.
  </Step>
</Steps>

***

That's it. Your CRM runs itself from here.

## Next

<CardGroup cols={2}>
  <Card title="Learn the data model" icon="book-open" href="/introductions/data-model">
    Accounts, Contacts, Opportunities, Tasks. And how they connect.
  </Card>

  <Card title="Connect Claude or Cursor" icon="code" href="/mcp/quickstart">
    Run Octolane from any MCP client. One-click install for Claude.
  </Card>

  <Card title="Pick a playbook" icon="rocket" href="/playbooks/overview">
    Founder-led sales, never miss a follow-up, 50 demos in 30 days.
  </Card>

  <Card title="Something off?" icon="life-ring" href="/support/contact">
    Move a record once. Octolane learns. Or email [help@octolane.com](mailto:help@octolane.com).
  </Card>
</CardGroup>