Get Started with Sanka

Basics

• Create an account — Set up your Sanka account
• Invite and manage users — Add team members and manage permissions
• Admin onboarding — Initial setup checklist for workspace owners

1. Connect your AI agent

• Claude setup — Set up the Claude and Sanka integration
• Codex setup — Set up the Codex and Sanka integration

2. Run operations

Run operations in Sanka

• Customer & Vendor Management — Bulk-import customers, vendors, and contacts via CSV
• Product & Service Management — Bulk-import products, services, SKUs, pricing, and inventory info
• Deal management — Review deals, stages, probability, and next actions
• Quote creation and sending — Create quotes from deal context, then move through order creation
• Billing management — Invoicing, payment confirmation, reconciliation, and accounting
• Subscription management — Recurring billing, cancellation handling, and KPI tracking
• Procurement and purchasing — Supplier management, purchasing, receiving, and accounting
• Inventory management — Stock movements and discrepancy reduction
• Expense reimbursement and approval — AI capture, approvals, and reimbursement prep to prevent misses
• Expense management — Auto-route approvals by amount

Run operations from HubSpot

• Connect HubSpot — Connect HubSpot companies, contacts, and deals to Sanka
• Set up CPQ with HubSpot — Connect HubSpot deals to quotes, approvals, orders, and invoices
• Run HubSpot billing with Sanka — Turn HubSpot deals into billing drafts, payment checks, and status updates
• Move from Salesforce to HubSpot — Review the practical path for moving CRM operations to HubSpot and Sanka

3. Review logs and permissions

• Workspace logs — Review user and AI agent activity
• Invite and manage users — Review team member permission settings