Frequently asked questions

Check your spam or junk folder. If it's not there, double-check the email address you typed and try again. Remember the 3-per-hour limit.

The link is older than 1 hour or has already been used. Go back to Forgot password? and request a new one.

Not from inside the app — the security settings require your current password. If you don't remember it, sign out and use Forgot password? on the login page instead.

It enforces an extra-strict policy for accounts that were created by an admin, so your first password isn't easy to guess.

Not normally — you sign in with the same social button. If you want to add password sign-in, you can set one through the change-password flow once you're in.

No. The invite is locked to the invited address. Ask the inviter to resend it to your preferred email.

Either the 7-day window has passed or the link has already been used. Ask your admin to send a new invite.

You skip the "create an organization" step because you already belong to one. If your profile is missing a role or full name, you may still see steps 2 and 3 of onboarding.

The role name and description are shown on the invitation review page. Your organization's admin can adjust permissions later.

Yes. Once you're in, your organization owner or admin can remove you, and you can also leave from your member settings.

Double-check the email — small typos are easy to miss. If the password really is wrong, click Forgot password? to reset it.

You signed up but never finished verifying your email. Sign up again with the same address, or contact your administrator — your account stays in an unverified state until you enter the 6-digit code we emailed you.

A Nautis admin has suspended your account. Contact support for help.

You don't have an account yet. We pre-fill your name and email from Google or LinkedIn and ask you to choose an organization name to finish creating your account.

Most people go to /dashboard. Admins and support agents go to the backoffice dashboard. If you opened a deep link before signing in, we send you back there.

Yes — tick Keep me logged in before signing in.

Yes — use the Previous button before clicking Next step. Once you finish onboarding, you can change your designation from your profile settings.

Click the upload icon again before clicking Complete. After onboarding, you can update your photo from your profile.

No, the field is optional. You can add it later in your profile.

The next time you sign in, Nautis brings you back to the step you left off on.

Invited members already belong to an organization, so you don't see step 1. You may still see steps 2 and 3 if your profile is missing information.

Your startup profile page, where you'll start building your pitch and plans.

Check your spam or junk folder first. If it's not there, wait for the 60-second countdown and click Resend code.

No — every account belongs to an organization. If you're joining an existing team, ask for an invite link instead and use the Accept an invitation flow.

No. You can create your account and use the free features without a card.

Click Sign in at the bottom of the sign-up form to go to the login page.

Your administrator has turned off public sign-ups. Ask them to invite you instead.

Not on first sign-up — but later, when you change your password from your account, we keep a history to stop you reusing recent passwords.

Any TOTP-compatible app works — Google Authenticator, Authy, Microsoft Authenticator, 1Password, Bitwarden and Duo are all fine.

Use one of the backup codes you saved when you first set up 2FA. Enter it where the 6-digit code would normally go.

Contact your administrator or Nautis support — they can disable 2FA on your account so you can sign in and start over.

Social sign-in (Google, LinkedIn) goes through the provider's own protections. 2FA in Nautis is layered on top of the email/password sign-in.

Codes are based on the clock on both your phone and our server. If your phone's clock is set manually, switch it to automatic time so it matches.

Login attempt warnings and password-change confirmations are critical for account safety, so they can't be disabled.

No. This tab only affects emails. Chat inside the app keeps working.

Your browser may have cached the page. Refresh, or reopen Account Settings → Email Preferences to see the updated state.

Weekly Digest is your personal activity summary (mentions, tasks, etc.). Product Updates are Nautis's release notes and feature announcements.

Yes. Invoices are transactional emails and don't belong to the marketing category.

Check your inbox — there's no in-app email archive on this tab.

Security notifications can't be turned off. Things like failed sign-ins are critical to see, so they're locked on.

This tab only controls the bell. To stop the email, go to the Email Preferences tab as well.

That badge is the per-thread unread count and is not controlled by these toggles. The Chat toggle only affects @mention notifications in the bell.

Those aren't exposed in this tab today.

Yes — these are personal preferences, tied to you as a user across every workspace you're a member of.

Toggle the categories back and click Save Preferences again.

It only appears for users who own at least one organization. If you were invited to someone else's workspace, you can leave the workspace from your organization settings but you can't delete your own account from here.

No. Your name and photo update across the app right away.

Your personal account and content are queued for deletion after 30 days.

No, the Email field is read-only on this tab.

Full name is what people see (e.g. "Jane Smith"). Designation is your role label (e.g. "CEO") that shows next to your name in some places.

No — this form requires your existing password. Sign out, click "Forgot password?" on the login page, and follow the email reset flow.

They were shown once during 2FA setup. If you didn't save them, you may need to disable and re-enable 2FA, or contact support.

Not directly. Your current browser stays signed in. Other devices that re-authenticate will be prompted to log in again.

Yes — organization owners can enforce 2FA in workspace settings.

Nautis ties your password to your email account. If you've never set a password, use the "Forgot password?" link from the login page to set one for the first time.

That row is the session you're using right now to view this page.

Change your password right away (Account Settings → Security) and turn on 2FA. Then notify your organization owner or support.

Your IP changes with your network — mobile data, office Wi-Fi, home Wi-Fi, VPNs all show different IPs. A small mismatch is normal.

Not as a single button. Change your password — that's the recommended way to revoke other sessions.

Sessions are derived from login activity recorded by Nautis.

Older sign-ins drop off automatically.

Plan credits come with your subscription and reset at the start of each billing period. Bonus credits are extras you buy or are granted — they don't expire and roll over forever.

The exact cost depends on how many tokens the AI sees and generates, which varies with input length and the model's response. Switching to a smaller, cheaper model lowers the per-request cost.

Your subscription plan can be set to unlimited by the Nautis team. While unlimited is shown, no usage is counted against a quota and no top-up is needed.

Click the refresh icon in the AI Credit Balance card. Stripe webhooks usually credit the account in a few seconds, but the page won't auto-poll. If it's been a few minutes and nothing has appeared, contact support.

The Recent Usage table includes the user's name on every row. A roll-up by user or by module is shown in the App Usage tab as well.

Pack purchases are one-time and non-refundable. Buy the size you'll realistically use this month.

Monthly counters count creations, not current items. Deleting won't roll back the counter for the current month. You'll be back to 0 on the 1st of next month.

Team members is a Lifetime cap (note the badge). It counts every active member plus pending invites. Remove someone or cancel an invite to bring the number down, or upgrade your plan.

Yes — once a module crosses 80% the card turns amber and shows "X% used". Above 100% it turns red and says "Limit reached".

AI credits get their own tab — AI Usage — right next to App Usage. This tab covers creation counts; AI Usage covers tokens/credits.

Storage Usage is another tab in the same row, dedicated to how much file storage you've used.

Scroll past the plan cards to Compare Our Plans. It's a full feature matrix.

When you complete checkout in Stripe. After that, upgrades within an active subscription typically prorate immediately.

Yes — pick the same plan with the Monthly toggle selected. It's treated as a billing-cycle change and follows the same upgrade/downgrade rules above.

If you haven't subscribed yet, the green Apply credits banner appears above the plan cards with a toggle. Turn it on before clicking Subscribe and the credits go against your first payment.

Switch to the Invoices & Payments tab — see the guide below.

Yes — set it on the Organization Settings tab under Billing Information > Edit Details > Billing Email.

Yes. The Organization Display Name on the Organization Settings tab can be changed any time by an Owner or Admin. The legal name is separate and is what appears on invoices.

You're not an Owner or Admin in that organization, or your account has the settings tab turned off. Ask the Owner to either promote your role or contact support.

Yes — invite the same email address to both. The person will see both workspaces in their switcher.

Open Organization Settings, click Edit Details on the Billing Information card, and fill in GST / VAT Number and the rest of the billing address. New invoices issued after that include the number. Existing invoices can't be edited after the fact.

Download it here and email it from your own inbox.

A single invoice can be settled by more than one payment attempt (e.g. a retry after a failed card). Check the Payments tab to see each attempt; the Invoices tab shows the consolidated paid total.

Wait a couple of minutes and refresh. If it's still missing after 10 minutes, contact support with the date and amount of the charge.

The Owner is the person who created the organization (or who ownership was transferred to). An Admin can do almost everything the Owner can — invite, remove, edit roles, manage billing — but only the Owner can delete the organization and only the Owner has the locked-in Super Admin role.

Yes. Invite or promote multiple people to a Super Admin or admin-equivalent role.

Find them in Pending Invitations, click Cancel on their row, then click Invite Member again with the correct email.

Yes. Pending invitations count toward the team members cap. Cancel any stale ones.

Yes. They sign in with one account and switch between organizations from the sidebar.

Codes come from partner promotions (AppSumo and similar marketplaces), one-off campaigns the Nautis team runs, or directly from us if you've agreed a custom deal. We don't sell codes from inside the app.

No. The /redeem page is for full plan offers (e.g. lifetime deals, multi-month passes, recurring discounts). Top-ups for AI credits and storage are bought directly from the AI Usage and Storage Usage tabs respectively. See AI credits & usage and Storage usage.

The redeem flow activates a package rather than extending the existing trial. If you redeem a plan code while on trial, you'll need to cancel the trial first; the code then replaces it with the redeemed plan.

A lifetime plan stays active without renewal — you keep the included features as long as your account exists. You'll see "Lifetime access — enjoy!" on the success screen and "Lifetime" beside your subscription afterwards.

Codes are locked to the org once redeemed. Contact support if this happens; recovery is handled case-by-case.

The error message is intentionally generic to prevent code guessing. Double-check that you copied the full code, that it hasn't been claimed by a teammate already, and that any offer-level expiry hasn't passed. If it still fails, contact the team that gave you the code.

No — the redeem flow never asks for payment. If you see a checkout screen, you're in the wrong flow.

Anything your team uploads through Nautis — pitch deck files, brand kit assets, expense receipts, signed documents, chat attachments, HR documents, data room files, and more. The Storage by Module table shows the full breakdown.

Storage is tracked per upload, so duplicates and previous versions are each counted. Click refresh to pull the latest reconciled total.

No — pack purchases are one-time. Freeing space just gives you more headroom against your existing limit.

Yes — add-on packs are available on any plan, including trials.

New uploads will fail with an "over quota" message. Existing files stay safe. Buy a pack or delete files to start uploading again.

No — bonus storage you've purchased stays attached to your organization regardless of plan changes.

Yes. Create one kit per product or sub-brand. Tag one as primary so other modules know which one to use by default.

Other modules in Nautis pull from the primary kit when they auto-apply your brand. You can still pick a different kit manually in each module.

You, anyone you added in Team members with access when creating the kit, and anyone with the Brand Kit "update" role permission.

No. Share links are read-only and can be set to expire. Use the team-access selector if you want someone to edit.

Make sure the Font Family value matches the font file you uploaded, and that Web Font is toggled on for web use. For Google Fonts, paste the full stylesheet URL into Font URL.

A logo, an accent color, header and footer text, and your business contact info. Nautis applies it to PDF exports for the modules you enable.

Yes — open Analytics from the kit header. You'll see views, downloads, unique visitors, top assets, and a full activity log with timestamps.

No. You can save a section with only the required fields filled and come back to the rest later. Each section saves independently.

If you have unsaved changes in the section you're editing, your browser will warn you before the tab closes.

No. Only people inside your organization can view a private profile. To share with investors or partners, switch the visibility to Public first.

The funding section counts as complete when both the funding amount and a funding stage are set. Double-check the Business Information section to make sure a funding stage is selected.

Yes. Open the editor, go to Basic Information, change the name, and click Save. The public profile URL updates with it.

The default Journey content is curated by Nautis, so you can't add custom tasks here. Use the Task Board or Notes modules for your own to-dos.

It tells Nautis this task doesn't apply to your business so it stops counting as outstanding work. Your progress bars treat it the same as Completed.

They're attached to each task and visible only to people in your organization who have access to the Journey module.

No. Status and notes are independent — changing one doesn't touch the other.

The percentage rounds to a whole number. If a milestone has many tasks, finishing one might not be enough to bump the headline number. Keep going — it'll move soon.

Only if you tell it to. When a section already has content and you click Generate with AI, Nautis pops up a confirm dialog and saves the previous content to Version History before replacing it.

Generating a section, scoring the plan, and chatting with the AI each draw a small number of credits from your organization. If you run out, you'll see a clear message and can buy more from the AI credits area.

Hide the sections you don't want included, then open Preview & Export. The PDF, DOCX and print views all skip hidden sections.

Either their role doesn't have Business Plans permission, or they aren't in the Shared Access list. Add them in the edit dialog and double-check their role with your admin.

Linking on its own doesn't change your content — it just unlocks the Import Data button inside sections that match (for example, Financial Plan pulls from the financial project, GTM Strategy pulls from the GTM workspace). You can re-import as often as you like.

No. Reviewed decisions lock so your hindsight doesn't rewrite the past. If you really need to fix something, delete it and re-log it.

Anyone in the organization with Decision Loop read permission can view the log. Adjust access under Account Settings > Members & Roles if you want it founder-only.

Nautis cross-references your Burnout Radar score with the decision you're logging. High-stress weeks are a common driver of poor calls, especially irreversible ones — the prompt is just a nudge to slow down.

It counts the decisions you logged as High confidence that turned out Worse than expected after review. A growing number is the classic signal of overconfidence.

A decision links to one milestone at most. If a call touches several, link the highest-stakes one and mention the others in Reasoning or Key assumptions.

Decisions stay flagged Review due until you record an outcome. The dashboard's status strip will keep reminding you — but skipped reviews simply mean fewer data points for your patterns.

Builder is great for a first draft — it walks you through every section and uses AI to fill the gaps. The Strategy tab is best for polishing, ongoing updates, or skipping straight to a specific section. Both edit the same data.

The chosen weekly actions are copied onto the Tasks board (in the Backlog column) so the team can start executing. The roadmap entries stay where they are, so you keep the planning view intact.

It blends two things: how many tasks are Done and how many metrics have recent values. Add and complete tasks, log metric snapshots regularly, and the score climbs.

No. Workspaces belong to the organization where they were created. If you need the same plan elsewhere, recreate it manually.

Either you're not on its Shared Access list, or your role doesn't have GTM permission. Ask the workspace owner to add you, or ask your admin to update your role.

Yes. Inside the Strategy tab there's a PDF export button that renders a clean version of all six strategy sections.

The engine only has something to say once you've completed actions with recorded results. Start by finishing a GTM experiment with a result — the empty state says exactly that: "Complete a GTM experiment with a result. When the engine finds similar past actions, it proposes a source-linked recommendation here."

No. Accepting just records your decision. Nothing is executed — the reject dialog says it plainly: "Nothing is executed automatically."

From your own completed work: GTM experiments, Decision Loop reviews, closed investor deals, hiring outcomes, and completed Outcome Workflows. You can't write standalone lessons here — the engine's value is that every lesson traces to something that actually happened.

It closes the loop. Your "It worked" / "Didn't work" answer is stored as a fresh learning event, so future recommendations get sharper.

No. Matching and recommendations are computed only from your organization's own records.

Check its Sources box — every recommendation links to the specific past events it's based on, with match scores. If the sources don't convince you, reject it.

It sets the work up. Steps create a Task Board, tasks, document-request tasks, and metric targets; agent steps can draft content. Executing the underlying work — closing the round, writing the doc — is still yours, tracked on the Task Board.

No. Any step that reaches outside your workspace is approval-gated — the workflow pauses until you click Approve. Checkpoints always pause for review as well.

The step is marked Failed with the error shown under it, but the workflow keeps going — remaining steps still run. Failed steps don't count toward progress.

No. Plans lock at start. If a running workflow no longer fits, click Abandon (created work is kept) and declare a fresh outcome, or approve/skip your way through the remaining steps.

Either inline on the outcome's detail page (Approve / Skip buttons on the waiting step) or from the Approval Center in Chief of Staff (Approvals tab). They're the same requests.

Abandon stops a live workflow but keeps everything it created. Delete removes a not-yet-started outcome and its plan entirely (created Task Boards still survive).

The plan needs at least one step. Generate a plan (or add steps via Edit plan) first.

Hover the button and Nautis lists the unmet requirements. The most common ones are an incomplete startup profile (the AI needs your industry, target market, etc.) and the absence of a fully validated pitch deck attached to the startup profile.

Yes — AI generation replaces every item. Nautis warns you first and lets you cancel, but the safest path is to save a snapshot before you generate.

One. Every teammate in your organization works on the same shared SWOT. Use Snapshots to keep older versions for reference.

Not directly. Use the print view to share a polished report, or copy items by hand. SWOT items live inside your organization's workspace.

SWOT is the list of factors. TOWS is the strategy layer that pairs them together (for example, "use Strength X to capture Opportunity Y"). The TOWS tab is where the strategies live.

Outcome tasks (pass/fail) and KPI tasks (number tracking) have different data fields. Switching types after the fact would leave fields empty or invalid, so Nautis locks the type at creation time. If you need to change it, delete the task and add a new one of the right type.

Completing a task marks that single item as done. Completing a board means moving the board's overall status to Completed, usually after all its tasks are done. You can mark a board Completed even with some open tasks, but the progress bar will reflect that.

Each task contributes to the total. Outcome tasks count as 100% when marked done. KPI tasks count by how close the current number is to the target. The number you see in the board sidebar is the average across all tasks.

No. Only people on the board's Shared Access list (and admins) can open it. If a teammate can't see a board, edit the board details and add them.

Everything — tasks, discussion, attachments and activity — is permanently removed. Nautis always asks you to confirm before deleting. If you might need the data later, duplicate the board first.

Set the status to Cancelled or Completed. The board moves out of your active view but the data is preserved, and you can filter back to it any time.

No, but it makes life easier. The Fundraising CRM tracks who's committing capital; the Cap Table records what they actually own once you close. They work better together when both are set up.

Yes, anyone with update permission on the Cap Table module can edit. Every change is recorded in the Transactions tab so you can see who did what and when.

Open the Settings tab to fix company-level numbers. For stakeholder mistakes, edit or delete the stakeholder in the Stakeholders tab. For wrongly-issued equity, use the Transactions tab to correct it.

You can upload certificates and supporting documents into the Documents tab, but Nautis doesn't auto-generate legal share certificates — your lawyer or formation agent issues those.

They appear as equity instruments without share counts until they convert. The Conversions tab is where they turn into preferred or common shares using the agreed discount and cap.

No. The Equity Calculator is for the initial split among co-founders based on contribution. It doesn't model investor rounds, option pools, or dilution waterfalls.

The market salary you could be paid somewhere else but are giving up to work on this startup. Someone leaving a $200k role to take $50k contributes $150k of foregone salary per year — that's real economic skin in the game.

No. Nautis caps the number of founders per calculation. Run two calculations or merge similar contributors.

Add them with a Join Date after the relevant milestone (Idea Stage, MVP, or Funding). The points system reduces their share of time-based contributions accordingly.

Use Export to generate a downloadable file with the full breakdown — names, inputs, points, percentages, and the questions answered.

No. Sharing is manual. Either invite teammates via Shared Access or download and email the export.

Most often it's a filter — particularly Investor Type or Ticket Size. Click Clear all in the filters panel and try the search again.

Adding them to a pipeline is the way Nautis tracks investors you're interested in. Create a "Watchlist" or "Long list" round if you want a holding place separate from your active fundraise.

It scores each investor against your company profile across stage, industry, geography, and check size. Open the profile panel to see the breakdown per factor.

Investor types, stages, mechanisms, industries, technologies, and countries are managed centrally for the whole Nautis directory. New options appear automatically as the directory grows.

Not from this page. Once investors are in a pipeline, you can manage and export from the Fundraising CRM.

A round is the fundraise itself (for example, your Series A). A deal is one investor inside that round. One round usually has many deals.

Edit the deal and change its round, or use the deal detail panel actions. The activity log keeps a record of the move.

No. Nautis logs your outreach and can draft messages, but you send everything through your normal email tool. The activity tab records what happened.

The check size counts towards the round's Raised total and the target-progress bar. Closed-won deals stay in their final stage and can still be opened for reference.

The creator, anyone listed under Shared Access for that round, and organization admins.

Every threshold — runway, revenue, pipeline size, documents — and the default weights depend on the stage. A pre-revenue company is fine at pre-seed and a problem at Series A.

No. It means your fundraising fundamentals clear the bar for that stage. It is a preparedness check, not a prediction.

Open Action plan, expand marked not applicable at the bottom and click Restore.

To a Task Board called "Investor readiness" (created on first use). The On Task Board stat in the Action plan links to it.

It goes to the first approver in the matching rule. They can approve, reject with a reason, or push it back. You'll see the current state in the Approval Chain Status panel on the expense.

Each expense belongs to whoever creates it. Submit your own expenses through your account; managers can add on behalf of someone else only if your organization has set that up.

Yes — if you scan or upload a receipt that closely matches an existing expense, Nautis flags it so you can decide whether to keep both.

The CSV export contains the expense data with receipt URLs. Use those URLs to download individual receipts; bulk receipt export depends on your plan.

Categories describe what you bought (travel, software, meals). Merchants describe who you paid (Uber, Slack, Joe's Coffee). Use both for the cleanest analytics.

It helps, but the templates fill in the standard line items so you can focus on numbers, not category names. Read the Notes tab examples to see what assumptions to document.

Yes. Use Edit Project and switch between 3-Year Plan and 5-Year Plan. Your inputs are preserved; the extra years are projected using your growth assumptions.

Runway = current cash divided by monthly net burn (cash out minus cash in). Both numbers come from your Cash Flow tab, so keep those inputs accurate.

Yes — add the inflow as a financing line on the cash flow side and adjust equity on the balance sheet. The projection will show the runway extension and the impact on your balance.

Add them via Shared Access when you create or edit the project. They'll see it in their list and can edit. Or use Export Excel for a one-time send.

The P&L, balance sheet, and cash flow recalculate immediately. Nothing else is affected. If you want to keep the line item but switch it off temporarily, set its forecasted units to zero rather than deleting it.

Use the import option on Revenue Items to pull from your invoices module if you've already been tracking sales in Nautis. Otherwise enter actuals manually for the first year.

Yes — when sending, add additional recipients in the CC field of the send dialog. Each one gets the same email with the PDF attached.

Most major currencies. Pick the default in Settings and override per invoice when needed. Reports roll up using each invoice's currency.

The invoice email includes a tracked link with the PDF. Payment is collected outside Nautis through your bank or payment provider — you then record it manually with Record Payment so the status updates.

It stays in Sent but gets an Overdue badge and counts in the sidebar badge. Nautis doesn't dunning-email automatically — send a reminder from the invoice page when you're ready.

A credit note reduces the recorded amount due on the original invoice. If the original is already paid, the credit note records the refund — keeping your books in sync.

Pick Other month in the check-in dialog and choose the missing month. Backfilling old months catches you up so the trend chart looks right.

The current alert rules (low runway, negative growth, ballooning burn) are built in. The alert strip can be dismissed for the session, but the thresholds aren't user-configurable.

No. Anyone with the share link can open the public snapshot in any browser. The link respects whatever expiry and history setting you chose.

Deleting a check-in also deletes that month's investor snapshot. Active share links for that month stop working.

Yes — when you create or send a share link, toggle Allow history so the recipient can navigate prior months from the same link.

Yes. Open the contact's detail view — you'll see Related Leads and Related Deals sections where you can link existing records.

The contact stays — it just becomes "Unfoldered". You can re-file it any time.

Pick all the teammates under Shared Access when you create or edit a contact. Anyone you don't list won't see it unless they have an admin-level role.

The importer skips rows that already exist (matched on email). The import summary tells you how many were imported, skipped, or errored.

Yes — open the contact's detail view and use the delete action. You'll be asked to confirm because the action can't be undone.

The image is processed to extract text — only the structured data lands on the contact form for you to review. You can edit anything before saving.

No. The form is public. Anyone with the link can submit, and you'll see every entry on the Entries page.

Yes. Open the field's settings and toggle Required on. The public form will block submission until that field has a value.

Yes — drag and drop in the builder. You can also drag a field from one section to another.

Existing responses keep the old data, but the field no longer appears on the form or in the export. To be safe, export your entries before deleting fields.

Yes — up to your plan's monthly cap. Each form has its own public URL, theme, and entries.

Forms need at least one active field to publish. Add a field, then try again.

Add a File Upload, Image Upload, or Video Upload field. Uploads count toward your organization's storage quota.

Yes. Click Share in the builder, scroll to QR Code, and click Download QR Code to get a PNG.

The Investor CRM is for fundraising — it tracks investors, their funds, term sheets, and outreach. This Leads CRM is for everything commercial — customers, partners, channel deals, anything where you're trying to convert someone.

Yes, and you should. Create one for each sales process, region, or product line so the stages can be different. One pipeline can be your default.

Either you don't have update permission, or the lead is locked (for example, already marked as Closed Won). Check the tooltip on the card.

Yes — use the import option in the pipeline actions menu. Map your columns to lead fields and Nautis creates the leads in bulk.

You, anyone you added in Shared Access when creating the pipeline, and anyone with the Leads module permissions in your organization.

No. Contacts live in your Contacts module — deleting a lead just removes the link.

Yes. Switch to the table view, select the rows you want, and use the export menu to download as CSV.

The Social Calendar is for planning and approving content. It tracks what's going where and when, but you still publish from your own social tool or by hand (for now). The Accounts tab is metadata about your channels — it's not a connected publishing integration.

A plan is the long-running container — for example, "All marketing 2026". A campaign is a wave inside a plan with a defined goal and date range — for example, "March Webinar Promotion".

Anyone with the Manager role on the plan. The plan creator is automatically a Manager.

Yes. Tick all the channels you want under Channels when drafting the post. You can keep the same copy for all of them (the Default) or customize per channel using the per-channel copy tabs.

Yes. In the post editor, switch from the Default copy tab to the Instagram tab and type a custom caption. The other channels keep using the default.

The post status flips to Changes Requested and the assigned editor is notified. They fix the post and click Submit for review again, sending it back to you.

Yes. The Activity tab shows a complete timestamped log for every change. Each post also has its own version history.

Yes — add them all as Assignees on the post. Any of them with Editor or Manager role can edit.

Make sure they have access to the plan with the Manager role. Open the Members tab to invite them or change their role.

Not yet. Create posts one at a time inside the plan.

A post that isn't assigned to a campaign sits in the Backlog. It still goes through the same workflow — it's just not tagged with a campaign.

No. Deleting a plan is permanent and removes every campaign, post, comment, and attachment inside it. Archive instead if you want to keep the history.

They'll see an error page. Don't delete a link that's actively in use.

No. Delete the link and create a new one with the new slug.

They don't expire by default. They keep working as long as the link exists in Your URLs.

The analytics dialog shows aggregate data — browser, OS, country, city, referrer, and social network. It doesn't show individual names or emails; those aren't captured by short links.

"Total Clicks" includes everything — bots, crawlers, link-checkers, and humans. "Human Clicks" filters out the bots so you see real audience numbers.

Not from this page. Create the short link first, then click QR Code to download the QR.

No. Each time you shorten, you get a new short URL (unless you pick the same custom slug — and the slug must be unique, so duplicates are blocked).

Only you (the owner) and the teammates you've explicitly added under Shared Access. Members of your org without that share won't see the credential at all.

No. Secret values are encrypted before they leave your browser-side request. They're decrypted only when an authorised user opens them in the UI.

When their account is removed from your organization, they lose access automatically. You may want to rotate the underlying secret as a precaution.

Not directly — exporting bulk secrets in plain text would defeat the point of an encrypted vault. Copy individual values when you need them.

They're all secrets, but each has its own form so the right labels show up. Pick the one that matches what your service calls it; if in doubt, use Other.

No. Delete is permanent — that's why Nautis asks you to confirm.

Yes. A share link opens in any browser. Use a private link with a passcode and an expiration date for extra protection.

Only if you turn on Allow downloads when creating the share link. Otherwise they can preview but not save.

Yes. Open the Sharing tab inside the data room and revoke the link. The link stops working immediately.

Most common business document and media types upload fine (PDF, Office, images, video). The preview window supports many of them directly in the browser.

Yes. When creating a share link, pick specific folders or files instead of leaving the selection empty.

No. They receive an email with a secure link, open it in any browser, and sign there. They never have to create an account.

You can add as many signers as you need. They sign in the order you set in the side panel — first signer first, then the next.

Two common causes: the file isn't a PDF, or it's larger than 25MB. Re-export from your source app as PDF, and use a compressor if it's a scanned document with large images.

If the document is still in Draft with a saved layout, click Edit Signers to update the list. Once it's been sent, you'll need to Revoke and re-send a new request.

Yes — DocSign uses e-signature standards that are accepted in most jurisdictions, and every signing event is logged in the Audit Log PDF. Check your local legal requirements for documents that need wet ink.

It's waiting for one or more signers to sign. Open the document to see exactly whose turn it is, and use Sync Status to force a fresh check. If the link has expired, you'll see the Expired badge instead.

No. Once a document is Completed, it locks. You can re-upload a new version and send it for a fresh round if you need to amend the agreement.

Gmail and Outlook out of the box, plus Other (IMAP) for any standard IMAP/SMTP mailbox. Yahoo, iCloud, and Zoho appear when enabled for your workspace — if a provider is missing, ask your admin.

No. You sign in on your provider's own page; Nautis stores only an encrypted access token (AES-256-GCM) and revokes it with the provider when you disconnect.

Yes — connect it once, then use Manage sharing on the mailbox card to give teammates access. Thread Assign helps divide up who's handling what.

The connect flow stops with "Mailbox limit reached". An Owner or Admin can add subscribed slots from the quota banner's Manage slots — each extra slot is billed monthly and can be cancelled anytime.

No. AI features run on your Nautis AI credits. If you run out you'll see "You're out of AI credits" — top up under Settings → Billing → AI Credits.

New mail appears within seconds of connecting; your existing history indexes in the background over the first few minutes and keeps going deep into your archive.

Yes — use the Scheduled send picker in the composer footer. Scheduled messages wait in the Scheduled folder, where you can still cancel them.

No. Your email always lives with your provider; Nautis only holds access. Reconnect the mailbox and everything is back.

Yes. The weekly schedule editor lets you flip any day on or off and add multiple time windows per day (great for splitting around lunch).

Your booking page automatically converts times to the visitor's timezone. Bookings still respect your availability hours.

Connect your Google or Outlook calendar in Integrations. Anything on your external calendar blocks Nautis from offering those slots.

Only if their booking time is at least the Minimum Notice you set on the event type.

No. The booking page is public; they just enter their name and email.

Yes. New notes are only visible to you until you share them with teammates via Shared access in note settings, or generate a public share link.

Teammates with shared access can each open and save changes. The most recent save wins, so coordinate on big edits.

Draft is your work-in-progress state. Published is the "finished" state — useful for filtering investor updates or team memos. Archived hides the note from your main list without deleting it.

Change the status filter at the top of the notes list to Archived, open the note, and either set the status back to Published in the settings panel or use Restore note from the More menu.

Only if you turned on Allow edit when you created that share. Otherwise the link is view-only.

Deleted notes are gone for good — there's no trash bin. If you're not 100% sure, archive instead.

Yes. Sheets autosaves shortly after you stop typing, and the pill next to the title confirms Saved. You can also press Ctrl/Cmd + S to save instantly.

Not live. Both of you can have the sheet open, but you only see each other's changes after clicking Refresh data. If you both edit the same cells at the same time, the last save wins — so take turns on shared models.

Yes — .xlsx, .xls, and .csv files up to 10 MB each, up to 10 at a time. You can also connect your Google account and import straight from Google Sheets.

Yes. Click Share and create a link — public, password-protected, or locked to a specific email. You control whether they can comment, edit, or download, and you can revoke the link at any time.

Not currently. Sheets is a full spreadsheet editor, but there's no AI generation or formula assistant in it yet.

Not yet. Every sheet starts blank, or you can import an existing file to use as a starting point.

The editor loads its engine from a content delivery network the first time it opens. Check your internet connection and reload. If you're on a corporate network, a firewall blocking CDN traffic can also cause this.

Either you don't have create permission for Sheets (ask your admin), or you've hit your plan's monthly sheet-creation limit — duplicates and imports count too. See App usage limits.

No. Each member's check-ins are private to that person. The dashboard shows your data only.

No — it's a wellness tool. Nobody is rated against the score, and nothing on Burnout Radar shows up in HR Management, reports, or anywhere else employee-facing.

Nothing breaks — you just won't have a data point for that week. Take the next check-in whenever you're ready. Your streak resets, but your history stays intact.

The score weighs a few signals together. A great sleep week with very high decision load and context switching can still push the score up. Look at the What's affecting your risk card to see which signal moved the needle.

You can edit the most recent one. Older entries are kept to preserve the trend — reach out to support if you need one removed.

You haven't taken your first check-in yet. Click + Weekly Check-in to start — it takes about half a minute.

Not directly today. You can scroll through the full History table on the dashboard, and the Trend chart covers the most recent eight weeks at a glance.

Yes. The dashboard adapts to smaller screens — the + Check-in button collapses to a short label, and signal buttons stay easy to tap with a thumb.

Not yet. Add them one at a time using Add employee. Their basic profile takes about a minute each.

Only users with HR Management read permission can open the Payroll and Payouts tabs and view compensation. Adjust roles under Account Settings > Members & Roles.

Set their Exit date instead so payroll and reports stay accurate. Deleting removes the record entirely, but exited employees still count toward your employee limit.

You're missing one or more required fields. Look at the Completion strip at the bottom of the panel — it lists exactly what's still empty.

Yes — when creating a payout, add an adjustment for that employee instead of changing their permanent compensation.

The system asks for them so payouts have complete records, but you can still save the employee and add bank info later by editing.

It's at nautis.app/careers/your-organization-slug. Click Copy Link on the jobs dashboard to grab the exact URL. You can also link directly to a job's apply page.

The default application form asks for name, email, phone, resume, and a cover letter. There aren't custom screening questions yet.

Either you don't have permission on this organization, or your email isn't verified. Verify your email under Account Settings > Profile, then refresh.

Yes — drag them in either direction. If you drag them out of Offer or Hired, Nautis confirms before changing the stage.

No — archiving just hides the role from your careers page. Candidates who already applied stay in the pipeline. Use Reject on individual candidates if you want to close them out.

Job postings live inside one organization. If you run more than one company on Nautis, switch the Organization picker at the top before clicking Create New.

Anyone in your organization with chat access. Private channels are only visible to members you invited.

Yes. Open the message's action menu and choose delete. People who already saw it may have read it before you removed it.

Yes. Open the action menu on your own message and choose edit. Other participants see an "edited" indicator.

Open the channel's options and find the leave option. You can rejoin a public channel anytime; for a private channel, a member has to invite you back.

You get notifications for direct messages, mentions, and replies to your threads. Channel messages without a mention are quieter by default — open the channel's notification settings to change this.

The audio is processed to transcribe your speech and generate the AI's reply. Transcripts are stored against the session so you can review them. Treat practice sessions like any other confidential work — they live inside your organization.

Yes. Skip the pitch deck step. The AI will still run the chosen mode and ask realistic questions based on the persona.

Some personas are intentionally skeptical. Switch persona if you want a friendlier tone — for example, pick a supportive seed-stage persona for early practice.

The review page lives inside your organization. Anyone in the org with permission to view the AI VC Coach module can open it. There isn't a public share link.

Check the browser address bar for a microphone permission prompt. If it's blocked, allow it and reload. Some browsers also need you to dismiss a one-time "use this microphone" picker before audio starts flowing.

Full Pitch is one persona simulating a single meeting. Mock IC is longer and modeled on an investment committee, which means tougher cross-examination from multiple angles.

Usually one to three minutes, depending on the slide count and current load. Keep the upload dialog open until you're redirected.

The AI grades against what late-stage investors typically expect. Pre-revenue decks usually score lower than post-revenue ones — that's normal. Look at Recommendations for the specific gaps and fix those first.

No. The analyzer reads your PDF and gives feedback. You make changes in your slides tool (Keynote, Google Slides, etc.), then re-upload.

Only if you toggle Show readiness score on the share link. By default it's off.

Yes. Open the share dialog, go to Manage, and you'll see per-link sessions, total time, average slides watched, and last viewed time.

Mark the link Private, add a strong passcode, set a short expiration, turn off Allow download, and add a Watermark with the recipient's name. Revoke the link from Manage when you're done.

Yes. For any topic, use the upload option to attach an MP4. Nautis will splice it in just like a recorded clip.

Each topic is recorded as a separate clip with its own settings. Compiling joins them, applies graphics and a CTA, and produces one playable file.

Compilation runs server-side. You can leave and come back — when the status flips to Completed, the final video is ready.

Only one CTA per video. It appears at the end. Use graphics for mid-video links or callouts.

Every play of the direct link or embed counts as a view. The CTA Click count tracks people who clicked the CTA button. Feedback comes from invited reviewers leaving comments.

The direct link is unlisted but anyone with it can play the video. Don't share the link if you want to keep it inside your organization.

Yes. When you paste or type a URL, Nautis fetches the title and description in the background. If it doesn't, click Fetch Metadata.

Pinned bookmarks show up at the very top of the page in their own section, visible at a glance. Favorited bookmarks are a filter — click Favorites in the sidebar to see only those.

Use Shared Access in the bookmark form to pick specific teammates. They'll see the bookmark in their own list.

Use the Import button and pick a bookmarks file exported from your browser.

Open the Folders dialog and remove it from there. Bookmarks in the folder become unsorted; they're not deleted.

The library does not have an in-place editor. Download the template, edit it locally, then upload a new version.

The main library view does not show a delete button. If you need to remove a template you uploaded by mistake, ask a workspace admin to remove it for you.

PDFs, images, and plain-text files can be previewed inside Nautis. For Word, Excel, and PowerPoint files you will need to download and open them in their native app.

Up to 50 MB per file. For larger files such as a full investor data set, use Data Rooms instead.

Either the active category has no templates yet, your search query did not match anything, or the library is empty for your organization. Click All Categories and clear the search to reset.

No. Nautis lists events and links you out to each organizer's own registration or application page. Sign-ups, ticket purchases, and confirmations happen on their site.

There is no one-click calendar export in the events directory yet. The simplest workaround is to copy the dates from the event details panel into your calendar app manually.

The Nautis team curates the list. If you would like to suggest an event for the directory, contact support.

Either your organization admin has not enabled the feature for your workspace, or your role does not have read permission. Ask an admin to give you access to the Events module.

Click Visit Event if it appears, or go directly to the organizer's website. The deadline date on the listing is the one the organizer published — if they have extended it, the directory may not be updated yet.

The user-facing glossary is curated by the Nautis team. If you spot a term that is missing or wrong, contact support and we will review it.

Those letters have no terms yet — or no terms in the category you are currently filtering by. Clear the category filter to see every letter that has content.

The button uses your browser's speech synthesis API. Some browsers and operating systems disable it by default or block it on the first click. Check your browser's sound permissions for the site and try again.

The term opens in a dialog, so the URL does not change. To share a definition with a teammate, ask them to open the glossary and search for the term name.

Yes. The term list is global to Nautis. Filters and searches you apply are only on your screen and do not change what other people see.

Either every widget is hidden, or the modules behind your widgets are not enabled for your organization. Open the customize dialog and check what is toggled on; if the list itself is empty, ask an admin to enable the matching modules.

Widgets are filtered by your role's permissions and by the feature flags on your organization. Anyone without read access to a module will not see its widget in the picker.

Clicking the dashboard-level refresh button reloads every widget at once. There is no per-widget refresh button in the header — each widget revalidates itself on its own cadence.

Yes. Your layout is saved per user per organization, so switching organizations gives you the layout you set up there.

No. Each user customizes their own dashboard. Changes you make do not affect anyone else.

The list usually refreshes automatically. If it does not, click the module's refresh button or reload the page. If the file still does not appear, check whether the upload was rejected by a toast notification.

Folder uploads are supported inside Data Rooms, which preserves the folder structure. Other modules accept one file per upload.

New uploads will be blocked with an error toast until you either delete some files or your organization upgrades its storage allotment. See Storage Usage for how to check and manage usage.

Files are stored on Nautis's secure infrastructure with the same protections as the rest of your workspace data. Chat messages and certain sensitive integrations are additionally encrypted at rest.

Use Data Rooms to generate a tracked, optionally passcode-protected share link. For pitch decks, use the share dialog inside the deck. Other modules do not yet expose direct external links — download the file and send it manually if needed.

The palette is part of the desktop shell view. If you are on a mobile layout, or in a specific full-screen flow that captures the shortcut for its own use, it may not respond. Make sure you are on the regular desktop layout and that no input field has stolen focus.

The shortcut is fixed at Cmd + K / Ctrl + K. There is no in-app keybinding editor.

Yes — Cmd + A (or Ctrl + A) opens the launcher when no input field is focused. The launcher is for switching between open apps and modules; the command palette is for running specific actions.

The palette only shows actions you have permission to use. If a module is not enabled for your organization or your role does not have access, its commands will not appear in your list.

Not yet. It searches the action and navigation list. To search the contents of records, open the module you care about and use the search box on that page.

There is no manual delete. Old notifications fade out of the list over time and are removed automatically.

Switch the filter from Unread to All and you will see it again. You cannot revert it to unread, but the action link still works.

Open Account Settings → Notifications and turn off the categories you do not need. You can keep important ones (such as mentions) on while silencing routine ones (such as billing reminders).

The bell shows your unread count for the active organization, scoped to the user-room broadcast. The page shows the same number — if they ever look out of sync, refresh the page once.

Email delivery is set per category in Account Settings → Notifications. There is no rollup digest yet — emails arrive event-by-event when the toggle is on.

Yes — a single public link works for everyone you share it with. If you want per-viewer tracking, create one link per recipient using the Email invite tab.

The Manage tab lets you revoke a link and create a fresh one. You cannot edit the URL itself or change its access type after creation.

The next time they refresh the page they see an "access revoked" notice. Anyone already mid-view loses access on their next interaction.

No. Share links give read-only (or download-enabled) access to a single asset. They do not create a user account or grant any access to the rest of your workspace.

Analytics track session counts, time spent, slides viewed, and completion — not the viewer's identity, unless you sent the link via the Email invite flow which ties views to the recipient address.

Open the Manage tab inside the record and revoke each one individually. There is no bulk revoke yet — revoking is per-link to avoid accidental shutdowns.

It depends on the length of your message and the advisor's reply, plus how much context (your data) is included. There's no fixed "per message" cost. The picker disables sending once credits run out.

Sending is paused until the monthly cycle resets, or your admin can purchase an add-on credit pack from billing.

Hover over each card to see its description and the modules it works with. Pick the one whose role title best matches your question. You can always start a new chat with a different advisor.

Yes. Each advisor is connected to specific modules (shown in the tooltip), so it can reference your business plan, financials, contacts, and more when answering. It does not share your data outside your organization.

Yes. Open the conversation menu and use the export option to save the chat.

From across your workspace: task boards, leads pipeline, today's meetings, runway from Startup Health, pending agent approvals, overdue invoices, burnout check-ins, fundraising signals, meeting action items, decision reviews, and more. Sources that have no data are simply skipped.

Not unless you explicitly allow it. Everything defaults to Ask every time and lands in the Approval Center. The sidebar says it plainly: "Nothing acts without your approval." Even actions you set to auto-run are fully audit-logged.

They're the same pipeline. "Do it" on a briefing item creates the approval request — and if you're an owner/admin, your tap is the approval, so it runs immediately. For everyone else it queues in the Approval Center.

The briefing is per-organization — it's the company's day, not a personal to-do list. Your done/snooze/dismiss actions update it for everyone.

Usually well under a minute; the page updates itself when it's ready. If generation fails you'll get a Try again button — your data is untouched.

A Monday-morning "last week / week ahead" summary. It's archived in the History tab with a "Weekly" label, and owners/admins are notified when it's ready.

Yes — it means nothing urgent surfaced across your company right now. New priorities, blockers, and approvals appear as they come up.

No. You authenticate on the provider's own hosted sign-in page. Nautis receives a managed access token, never your credentials, and tokens are stored encrypted and never exposed.

Connecting is only step one. Open the tool's page and turn on Agent access (or use the Enable for agents prompt right after connecting). Agents can't use any tool that hasn't been explicitly enabled.

No. Write actions — sending, creating, deleting — always request your approval first, even on agent-enabled tools. Only read actions run without a prompt.

Click Reconnect on the account row and sign in again. It re-authorizes the same connection — nothing else changes.

Yes. Use Add account on the tool's page. Agents act through whichever account is marked Primary; switch it any time with Make primary.

No. Disconnecting only removes Nautis's access — "This does not delete anything in the tool itself." You can reconnect whenever you like.

Organization Owners and Admins. Everyone else can view the catalog and connection status but can't connect or change agent access.