Getting started12min read
Set up Grid in a weekend
Two-day plan: tenant, branding, modules, team invites, and the first deal in the pipeline. No outside help required.
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Guides · 13 operator playbooks
Operator playbooks for the whole back-office.
Step-by-step guides for setting up Grid, running AI agents, billing client tenants, and passing your first compliance review.
Getting started
The first hour, the first week, the first client. Set Grid up without a sales call and without a binder of docs.
Getting started8min read
Import contacts and deals from HubSpot
CSV exports, field mapping, owner remap, and the one column you almost always need to clean before the import.
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Getting started10min read
Configure your first AI agent in 10 minutes
Pick a goal, pick the tools, set the cost cap. End with a working agent that files a real task in your tenant.
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Getting started7min read
Create your first client tenant
How parent and child tenants relate, what gets isolated, and where to set per-client branding so it sticks.
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For agencies
Running multiple client tenants from one login — billing, branding, and the boring stuff that breaks at scale.
For agencies11min read
Run 5+ client tenants without losing track
A working playbook for agencies — the cross-tenant view, weekly client reviews, and the metrics that matter per client.
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For agencies9min read
White-label every child tenant
Per-client logo, palette, custom domain, and outbound email signatures. What gets isolated and what stays shared.
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For agencies13min read
Bill clients with per-tenant Stripe
Parent/child Stripe accounts, who owns the relationship, and how disputes route. The math behind one bill per client.
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AI agent playbooks
Battle-tested AI agent recipes. Each one ships a tangible artefact — a task, a draft email, a PDF — not a chat transcript.
AI playbooks10min read
Build a stale-deal follow-up agent
Detect deals stuck > 14 days, draft a personalised follow-up email, and file a task for the deal owner to send it.
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AI playbooks14min read
Automate the monthly board pack
CRM pipeline, top tasks, comms volume, and AI cost per tenant — assembled into a PDF on the first of every month.
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AI playbooks9min read
Route inbound intake with one agent
Read every new inbound email, classify it, file the right task, and assign to the right teammate — under five seconds.
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AI playbooks12min read
Spawn sub-agents, and when not to
Three patterns that compose well, two that almost always backfire, and the cost-cap math for nested spawns.
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Compliance + security
Pass procurement, sign the DPA, and walk into the security review with the answer to every question already written down.
Compliance15min read
Get SOC 2 ready in 90 days
A week-by-week plan to map controls, gather evidence, and close the gap with your auditor — without buying a separate GRC tool.
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Compliance6min read
Sign a GDPR DPA with Grid
What our DPA covers, the sub-processors list, how data residency works, and the exact request to send to start.
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