How to use guides
Guides are complete workflows. Use them when you want to run a finance ritual, connect records, operate receivables, or build against the API.
- Start with the outcome you need.
- Follow the record path in order.
- Leave owners, decisions, and next actions attached to the relevant records.
Guide categories
Start guides help teams connect the operating record. Operate guides cover weekly finance work. Build guides cover API, webhook, and MCP integration work.
Adding a guide
Add a new .mdx file under apps/web/content/docs/guides, then add the matching guides/... page path to docs.json.