Getting started
A six-step guide you can complete in your first week. 8 articles.
All articles
What you can do with AitaneAn overview of the Aitane interface and what the AI handles for youUpdated 2026.08.13Connect your accountsHow email and calendar sync happens at sign-in, and how to check connection statusUpdated 2026.08.24Record meetingsSetting up the recording bot and reviewing recordings, transcripts, and minutesUpdated 2026.08.24Run your follow-upTurn minutes into follow-up emails and tasks, and make chasing replies systematicUpdated 2026.08.13Manage deals and customersThe three core objects — deals, companies, contacts — and setting up deal stagesUpdated 2026.08.24Set up your team's workflowTeam settings — inviting members, notifications, automation scope, and plansUpdated 2026.08.13Create a workspace and invite peopleCreating a workspace, inviting members, and switching between workspacesUpdated 2026.08.13Move fast with the command paletteSearch and navigate from the keyboardUpdated 2026.08.13
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