Triad documentation
Step-by-step guides for capturing partner work, reading relationship signals, and running QBRs — grounded in how the product works today.
Getting started
Get from signup to your first captured activity in 5 minutes
Read →Capture and decompose
How Triad turns a meeting transcript into structured intelligence
Read →Partners, accounts, and activities
The data model: how partners, accounts, and activities connect
Read →Read the Room
Generate a sentiment + friction analysis from a meeting transcript
Read →Brief Me
Pre-meeting prep in 30 seconds, grounded in your captured history
Read →Partnership Scorecard
Multi-dimensional partnership health score
Read →QBR generator
Generate a partner-ready QBR narrative in two minutes
Read →Importing data
Bring partners, accounts, opportunities, and contacts in from Salesforce or CSV
Read →