Guides

Guides show how to complete real workflows across modules. They are different from marketing articles: a guide should help an existing Agiled user complete a task inside the app.

Recommended Product Guides

• Set up Agiled for a small service business
• Set up Agiled for an agency
• Set up Agiled for a solo freelancer
• Move from spreadsheets to Agiled
• Build a sales pipeline
• Send your first invoice
• Create an estimate and convert it to an invoice
• Set up recurring billing
• Create a booking page
• Connect Google Calendar or Outlook Calendar
• Connect Gmail or Outlook mailbox
• Create and send a contract for signature
• Share files with a customer
• Create a storefront or checkout link
• Add employees and set up leave tracking
• Create a workflow from a form submission
• Notify Slack when a ticket is created
• Create an AI worker for overdue work
• Create an API key and call the public API

How to Use Guides

Use guides when a workflow crosses more than one module. For example, setting up recurring billing touches products, customers, invoices, payment settings, templates, and customer communication. Follow the guide first, then use the linked module docs when you need field-by-field detail.

Before applying a guide to a live customer process, run the workflow once with test records or an internal customer. Clean up test records afterward so reports, dashboards, and customer-facing lists stay accurate.

Pick The Right Guide

Start with a setup guide when the workspace is new, a workflow guide when you already know the business process, and a module doc when you only need one screen explained. For example, use the sales pipeline guide to design the whole sales flow, then use CRM deal docs for field-level deal work.

If a guide creates customer-facing output such as invoices, booking pages, documents, forms, or checkout links, test the public view before sharing it.

Better Fit for Website Content

Broad education, SEO topics, competitor comparisons, and industry-specific buying guides should live on the website or blog, then link into these docs when the reader needs product instructions.

Examples:

• Best CRM for small businesses.
• How to choose invoicing software.
• Agiled versus competitor comparisons.
• Industry-specific software guides.
• Generic accounting, project management, or business-process education.