AnyDB Quick Start Guide
AnyDB is an object-based operations platform for managing real business records in one place. Use it to go from first login to your first working record system.
You model your business by defining Types first, then creating records from them. Records represent real-world objects like vendors, invoices, assets, projects, and inspections.
Structure in AnyDB comes from how records relate to each other, not from folders or flat tables.
Start small
Pick one operational use case first, then expand the model once the first workflow is working.
Use types deliberately
Define the structure once, then reuse it to create consistent records.
Build real relationships
Child records and links are what make the system useful beyond a flat spreadsheet.
Understand the core concepts
Everything in AnyDB is built around objects.
Choose a use case
Decide what you want to manage first. Start with one real operational area.
Common starting points
Asset tracking, Inventory management, order management, CRM, document approval, employee management, vendor management, invoice management, and many more..
Where to start
You can start from a prebuilt record type in the Library or create your own. Record types can be modified later as your needs evolve.
Create, expand, and use your first system
Follow these steps to create your first type, add records, and begin working with AnyDB.
- Click “+ New Type”.
- Choose Marketplace.
- Select a prebuilt Employee Record by searching for Employee and clicking Use Template.
- The Employee Type opens in the Type Designer. Review and customize fields as needed. Then click on Save Type in the top right.
- You now view the Employee Record list. Click New Employee Record to create your first record of this type.
- Fill out the fields.
You have just created your first record type and record in AnyDB.
- Open the workspace for the record type you created. You will see your Employee Record Type shown in the list.
- In the Employee Record List, click “+ New Employee Record” to create additional records of this type.
- In the record, click “Assign” to assign it to a team member.
- Set a Follow-up reminder for yourself or the assignee. An email is sent on that date.
- Assigned items appear in the Inbox for easy tracking.
- Click Attach to create child records that are part of the parent employee record.
Examples:
- +Tasks inside a project.
- +Inspections inside an asset.
- +Documents inside a vendor record.
Attached records are available in the Attachments tab of the parent record.
- Access sharing options using Sharing & Forms.
- Share records internally using role-based permissions.
- Set up a Private Portal to invite external users such as vendors, customers, or partners.
- +External users only see the records you share.
- +No full system access required.
- +You can also share records using public read-only links.
- +Turn any record into a form for internal or public data collection.
- +Use Search to find records instantly.
- +Filter and sort by any field.
- +Switch between List and Grid views.
- +Create Custom Views to save filters and sorts for different use cases.
Once you are comfortable, you can:
- +Create additional record types to build a complete system.
- +Invite your team and control access precisely.
- +Connect Integrations such as Make or Zapier.
Need help?
- +Read Full Docs
- +Contact Support for onboarding or setup help
- +Join the Community to learn from real use cases
Keep going
AnyDB grows with your business, from your first record type to a complete operational system.
Start organizing your business data and operations today.