Documentation
Learn Nautis
Step-by-step guides for every module, from your first sign-in to running your AI Chief of Staff. Start with setup, or search for a setting, a step or a question.
78 guides · 13 topics · 458 answered questions
Getting started
Sign up, sign in, set up your account, and finish onboarding.
All 7 guidesAccount & organization
Your profile, security, billing, members, roles, and usage limits.
- Billing and plans
- Members, roles, and permissions
- Create and manage your organization
- AI credits & usage
- Account settings — Security
Company
Business profile, journey tracker, and brand kit.
All 3 guidesStrategy & planning
Business plans, SWOT, GTM, task boards, and decision loop.
All 7 guidesFundraising
Investor readiness, directory, CRM, cap table, and equity.
All 5 guidesFinance
Startup health, financial planner, invoices, and expenses.
All 4 guidesSales & marketing
Leads CRM, contacts, forms, social calendar, and links.
All 5 guidesOperations
Mailbox, meetings, data rooms, credentials, DocSign, notes, and sheets.
All 7 guidesTeam & people
HR management, recruitment, team chat, and burnout radar.
All 4 guidesPitch & practice
Pitch deck analyzer, AI voice coach, and video pitches.
All 3 guidesResources & learning
Events, document templates, glossary, and bookmarks.
All 5 guidesApp-wide features
Notifications, search, dashboard widgets, uploads, and sharing.
All 6 guidesAI & agents
Chief of Staff, AI Advisory Board, and integrations.
All 8 guidesPopular pages
Getting started
Set up your Chief of Staff (Liftoff)
Liftoff is the short setup you see on the dashboard the first time you open Nautis. In four steps it teaches Nautis about your startup and connects the…
AI & agents
Chief of Staff
Your daily Founder Briefing — what changed, what's blocked, and what needs you today. Every morning, Nautis scans your whole workspace (tasks, pipeline…
AI & agents
Integrations
Connect the outside tools your company runs on — Slack, Notion, Linear, GitHub, Gmail, and 1,000+ more — so your Nautis AI agents can act in them: post a…
Account & organization
Members, roles, and permissions
This is where you invite teammates into your organization, see who's already in (and who has a pending invite), and decide what each person is allowed to…
Fundraising
Fundraising CRM
The Fundraising CRM is your dedicated pipeline for raising money. You create a round for each fundraise (Seed, Series A, bridge), add investors as deals…
Pitch & practice
Pitch Deck Analyzer
Upload your investor pitch deck as a PDF and Nautis runs an AI review across every slide. You get a readiness score, slide-by-slide feedback, storytelling…
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