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Member · tip sheet

Tip sheet

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

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

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.