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AnyDB Quick Start Guide

Let’s get started with AnyDB, your customizable platform for storing business records and managing business operations across teams, customers, vendors, and partners. AnyDB allows you replace multiple disconnected tools with a single, flexible system that grows with your business.

Step 1 - Understand the Basics​

At its core, AnyDB is built on three key components:

  • Records – Structured business data like customers, assets, inventory
  • Templates – Reusable blueprints for creating new records
  • Relationships – Connect records to each other

Step 2 - Choose a Use Case​

Decide what you want to manage first. Some common starting points:

  • Asset Tracking or IT Inventory
  • SOPs, Timesheets, or Compliance Records
  • and many more..

Start with or customize one of our 100+ built-in templates from the Template Library. Or, create your own template from scratch for your own unique business needs.

Step 3 - Create Your First Record​

  1. Click “+ New”

AnyDB New Record

  1. Choose "Record" to create a a new business record

AnyDB New Record

  1. Browse and select a pre-built template, try a common one like "Employee" or "Invoice". Click the template name to create a new record from it.

AnyDB New Record Template

  1. Fill out the fields in the record

AnyDB New Record Fillout

  1. The record will automatically save as you fill it out

Step 4 - Assign to a Team Member and set reminders​

  1. In the record, click “Assign” to assign it to a team member AnyDB New Record Assign

  2. Set a Follow-up reminder for yourself or the assignee. An email is sent on that date.

AnyDB New Record Followup

  1. Assigned items show up in the Inbox for easy tracking

Step 5 - Attach Records to Each Other​

  1. Attach additional records by clicking the Attach button.

AnyDB New Record Attach

  1. Click + New to create a new record or select an existing record and link it to the current record.

    • For example, you can attach a Document to a Meeting record

  2. Records can be anything including folders or files. Allowing you an unlimited way to connect data together.

  3. Whenever you open this record, you can see all related records in tabs on top of the record, making it easy to track progress and relationships.

AnyDB New Record Attachments

Step 6 - Share and Collaborate​

  1. Share records with your team using role-based permissions.
  2. Invite external guests (free) to view or edit specific records.
    • This is useful for sharing with clients, vendors, or partners without giving them full access to your system.
    • You can also share a record as a public link for anyone to view without logging in.
  3. Turn any document into a form for internal or public submissions

AnyDB New Record Share

Step 7 - Create, organize and navigate records​

  1. You can create as many records as you need, using the same template or different ones.
  2. You can organize records into Folders
  3. Use the Search bar to find records quickly
  4. Use the Filter and Sort options to navigate records by any field

AnyDB New Record Filter, Sort

  1. Change the type of view to see records in List or Grid view

AnyDB New Record View

Step 8 - Explore Advanced Features​

Once you’re comfortable, you can:

  • Invite your team and give them access to specific records or databases
  • Create your own templates for specific needs
  • Use Formulas to calculate values across records
  • Build dashboards from linked data
  • Import/export data from XLSX, CSV or Google Sheets
  • Use Integrations to connect with other tools like Make or Zapier

Need Help?​

AnyDB grows with your business—from your first workflow to your full operational system.

✨ Try AnyDB Free

Start organizing your business data and operations today.

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