> ## 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.

# Tutorials

> Focused Octolane walkthroughs organized by the job you want to complete.

Choose a result and follow the shortest path to it. Each tutorial links to the detailed reference when you need more context.

## Start here

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

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

> [card] [Build a pipeline](https://octolane.com/docs/course/pipeline.md)
>
> Stages, criteria, probability, and a test opportunity.

## Meetings and follow-ups

> [card] [Record and review a meeting](https://octolane.com/docs/course/meeting-recorder.md)
>
> Configure Octo and verify the recap workflow.

> [card] [Never miss a follow-up](https://octolane.com/docs/playbooks/never-miss-followup.md)
>
> Turn stale conversations into a daily review habit.

> [card] [Work through approvals](https://octolane.com/docs/playbooks/approval-queue.md)
>
> Review AI-prepared changes quickly and safely.

> [card] [Draft outreach](https://octolane.com/docs/ai/drafted-outreach.md)
>
> Use context and enrichment to prepare a message.

## Data and migration

> [card] [Import CRM data](https://octolane.com/docs/managing-data/importing)
>
> Map, preview, and safely run an import.

> [card] [Merge duplicates](https://octolane.com/docs/managing-data/merging-duplicates.md)
>
> Review matches and preserve the right history.

> [card] [Migrate from HubSpot](https://octolane.com/docs/managing-data/migrate-hubspot.md)
>
> Move companies, contacts, deals, and engagement history.

> [card] [Migrate from a spreadsheet](https://octolane.com/docs/managing-data/migrate-spreadsheet.md)
>
> Turn rows and columns into connected CRM records.

## Build and extend

> [card] [Connect an AI client with MCP](https://octolane.com/docs/mcp/quickstart.md)
>
> Use Octolane from Claude, ChatGPT, or Cursor.

> [card] [Start with the API](https://octolane.com/docs/api-reference/introduction.md)
>
> Authenticate, make a request, and explore the reference.


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