Orbit
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How to use Orbit, one task at a time

Hands-on tutorials for setting up and running Orbit well. Start with the first 15 minutes, wire up your tools, turn on the AI team one agent at a time, then steal the power tips most people never find. Every guide is short, specific, and built around how one person actually works.

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Start here

New to Orbit? Set up the foundation in under an hour.

Your first 15 minutes
Create a workspace, add a contact, build a stage, run your first agent suggestion.
Import your contacts
CSV, one-click LinkedIn capture, or by hand, without creating duplicates.
Set up your pipeline
The five-stage pipeline that works for a solo business.
Build a personal CRM system
The full playbook: tags, stages, reconnect cadences, agent defaults.

Your daily workflow

Use smart views
The four filtered views every solo operator should pin on day one.
Log touchpoints
Capture a call in under 30 seconds, and feed the agents context.
The GTD task system
Inbox, Today, Next, Waiting, Someday, and how tasks attach to people.
The weekly review
A 20-minute Friday routine that catches fading relationships.
Send and track invoices
Create, send, and let Ray chase the unpaid ones for you.
Build a booking page
Real calendar availability, buffers, and a shareable link.

Connect your tools

Connect Gmail
Timeline, tracking, and send-from-your-address (sync is upcoming Pro).
Connect Google Calendar
Two-way sync and how Mia uses it to brief you (upcoming Pro).
The Chrome extension
Save anyone from LinkedIn in one click, tagged on the way in.
Connect Claude via MCP
Query and update your CRM from any Claude session (upcoming Pro).
Set up your own API keys
The BYO-keys model, and the cheapest combo that runs all 16 agents.

The AI team

Set up the 16 agents
Turn them on safely. Start with Tess and Ray for value in 24 hours.
Set up Remy (voice)
Speed-to-lead callbacks in about 90 seconds, on your own number.
The approval loop
How suggestions surface, and how to batch them in 10 minutes a day.
Meeting prep with Mia
A brief 75 minutes before every meeting, and what to do with it.

Go further

10 Orbit power tips
The shortcuts and tricks most users never discover.
The full product tour
Every feature in Orbit, walked through end to end.
AI agent guides
What each of the 16 agents does, one job at a time.

Frequently asked questions

How do I get started with Orbit?+

Create a free workspace, add a few contacts (by hand, CSV, or the Chrome extension), build a simple pipeline, and turn on one or two agents. The Getting Started guide walks through the whole thing in about 15 minutes.

Which AI agent should I turn on first?+

Start with Tess (email follow-up) and Ray (invoice reminders). They deliver value within a day, run on your approval, and carry zero risk because nothing sends without you. Add the voice agent Remy once you trust the approval loop.

Do I need to connect Gmail to use Orbit?+

No. You can run Orbit with manual contacts, the pipeline, tasks, and most agents without connecting anything. Gmail, Calendar, and LinkedIn sync are part of the upcoming Pro plan and make the timeline fill in automatically, but they are optional.

Is there a tip sheet for power users?+

Yes. The 10 Orbit power tips guide collects the shortcuts and tricks most people never find, from the quick-add shortcut to using custom fields as deal scores and the Ava report as a dashboard.

Set Orbit up the right way.

Create a free workspace and follow the first guide. No credit card.

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