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Articles organized by WorkOS section, so you find exactly what you need.
Day-to-day guides
Getting started
What WorkOS is, how to sign in and find your way around.
Tasks
Create, organize and track your tasks.
Projects
Organize work by projects and services.
Calendar
Meetings, events and your connected calendar.
CRM
Companies, contacts and how they relate to your work.
Inbox
Your email and messages, in a single inbox.
Documents
Create documents and share them with your clients.
Digital garden
Your personal knowledge base, organized by topic.
Wiki
Your team's operating wiki, by type and topic.
Publishing
Social media, newsletter and blog articles.
Kairos (AI assistant)
Your voice and text assistant inside WorkOS.
Configuration and administration
Integrations
Connect your email, calendar, social media and more.
Team and roles
Who has access to what within your account.
Notion databases
How each WorkOS section connects to your Notion.
Customization
Language, time zone, your own branding and custom domain.
Client portal (setup)
How to enable and adjust the portal for your clients.
Kairos in Claude or ChatGPT
Connect Kairos to your favorite AI apps.
Security and privacy
Access and permissions
How sign-in to WorkOS is protected and what each person can see.
Your data
Where your data lives, what WorkOS keeps and how it is protected.
AI and privacy
What data reaches the AI, to whom and with which guarantees.
Responsibilities and reporting
What WorkOS does, what is up to you and how to report a problem.