Guides
Use these guides to get started on Aline
By Brent and 3 others4 authors9 articles
- Aline for Microsoft Teams: Setting Up the Teams AssistantA setup guide for connecting the Aline assistant to Microsoft Teams so your team can launch workflows and ask questions without leaving Teams.
- Agent Connectors: Giving Aline AI Access to Gmail, Outlook, Fireflies & GongHow Agent Connectors let Aline AI use context from Gmail, Outlook, Fireflies and Gong, with separate read-only and read-write permissions.
- Aline for Salesforce: Setting Up the Managed PackageA complete setup guide for Salesforce admins and Aline admins — install the managed package, publish templates from Aline, and launch workflows directly from a Salesforce Opportunity.
- Welcome to Aline: A Platform Overview for New UsersA comprehensive tour of the Aline platform for first-time users — covering AI chat, dashboard, workflows, document repository, reports and AI reminders, support, and settings.
- How to send documents for signatureLearn how to send documents for signature in Aline.
- Aline for HubSpot: Setting Up The HubSpot AppA complete setup guide for HubSpot admins and Aline admins — connect HubSpot, publish templates from Aline, and launch workflows directly from a HubSpot Deal.
- Aline for Slack: Setting Up the Slack AppA complete setup guide for Slack admins and Aline admins — connect Slack, add Aline to your channels, and launch workflows directly from Slack.
- Aline for HiBob: Connecting Your HRISA setup guide for HiBob admins and Aline admins. Connect HiBob, add employee fields to your templates, and fill offer letters, employment agreements and other HR documents straight from an…
- Sync report properties to Salesforce and HubSpotTurn on CRM sync for a report property, give Aline access to the new field in Salesforce, and find the synced values in Salesforce and HubSpot.