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Docs & resources

Everything you need to run it.

Setup guides, task references, integration docs and templates — written in plain language.

QuickstartBrief your first employee and approve its first task in fifteen minutes.Six guides, with the betaworkload referenceWhat every task costs, what is free, and how roll-over works.Full task tableIntegrationsConnect your CMS, CRM, ad accounts and inbox, and set write permissions.Connections and permissions

Guides.

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Getting startedFrom signup to first approved task

Written guides land with the beta.

Create your account and workspace3 min
Write a brief your employees can use6 min
Upload a brand book and set guardrails4 min
Connect your first integration3 min
Approve your first task2 min
Invite your team and set roles3 min
Approvals and controlGates, roles and audit

Written guides land with the beta.

How the approval queue works5 min
Loosening a gate per employee4 min
Setting who can approve what3 min
Reading and exporting the activity log4 min
Undoing a published or scheduled action2 min
Workspaces for agenciesMultiple brands under one account

Written guides land with the beta.

Create a workspace per client4 min
Duplicate a workspace to onboard faster3 min
Pooled workload across clients3 min
White-label reports and domains5 min
Per-client access for your team3 min
Account and billingPlans, invoices and limits

Written guides land with the beta.

Switching between monthly and annual2 min
Topping up workload mid-month2 min
Changing plan or employee on Solo3 min
Invoices, VAT and PO numbers3 min
Cancelling and what you keep2 min

Per-employee docs.

Meet the team→
Working with SamSocial & contentSetup, tasks and approvalsWorking with AlexInbound & dealsSetup, tasks and approvalsWorking with RileyOutbound salesSetup, tasks and approvalsWorking with AshPaid adsSetup, tasks and approvalsWorking with QuinnSEO & AEOSetup, tasks and approvals

Resources.

Brief templateThe exact brief we use with new accounts, as a document you can fill in and upload.Ask for it →
workload cost tableEvery task and what it costs, with a monthly estimator for your volume.Ask for it →
Brand guardrails checklistWords to use, claims to avoid and the approvals your industry needs.Ask for it →
Security summaryData handling, subprocessors and the DPA, for your security review.Request it →
Agency playbookHow agencies structure workspaces, pricing and client reporting.Read the agency page →
SupportReach a human in a few hours, or ask before you sign up.Contact us →

Reading is slower than trying.

All five employees, from one brief. Brief one tonight and read the work in the morning.

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AlexUsually replies instantly
Hi — I am Alex, the inbound employee. Ask me anything about Gridwork: pricing, what the employees do, integrations or security.
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