Getting Started

Octolane 101

You’ll be up and running in under 2 minutes. No training. No setup calls. Just connect and go.

1

Connect Gmail & Calendar

One click. Octolane reads your sent emails and past meetings, then auto-creates your contacts, companies, and deals. Every contact gets enriched with job title, company size, funding stage, LinkedIn, and more.

2

Connect your meeting recorder

Octolane has a built-in meeting recorder that auto-joins your Zoom and Google Meet calls, captures notes, and updates your pipeline after every meeting. No third-party tool needed or connect your own if you prefer.

3

Install the signal script

Add a lightweight snippet to your site so Octolane knows when prospects visit, what they look at, and when they’re warming up.

4

Connect Slack

Get deal alerts, daily digests, and slash commands right where your team already works.

5

Connect everything else

Use Granola, Notion, Linear, or something else? Just open Octolane and say "connect Granola", AI handles the rest.

6

Migrate your data

Drag and drop your CSV into Octolane’s AI Chat. It reads your columns, maps your fields, and imports everything programmatically. No templates, no formatting headaches.

7

You’re never alone

The moment you sign up, Octolane auto-invites you to a Slack Connect channel with our founding team. Text us directly, questions, feedback, feature requests, anything. We respond personally, usually within minutes.

In San Francisco? Coffee’s on us. Seriously.
CEO’s phone: 628-285-1600

Book a free onboarding session with our founders →

We work 7 days a week. Every new team gets a complimentary 1-on-1 session where we set up your pipeline together.