AnyDB Quick Start Guide

AnyDB is an object-based operations platform for managing real business records in one place.
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 comes from how records relate to each other, not from folders or tables.

Step 1 – Understand the Core Concepts

Everything in AnyDB is built around objects.

• Types (Objects)
  Reusable record definitions that describe what fields a record has and what it can contain.

• Records
  Individual business records such as vendors, invoices, assets, or employees.

• Relationships
  How records connect using child records and links.

Step 2 – Choose a Use Case

Decide what you want to manage first. Start with one real operational area.

Common starting points:

• Asset tracking or IT inventory
• SOPs, timesheets, or compliance records
• Projects, tasks, or inspections
• Invoices and cost tracking
• Many more use cases

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.

Step 3 – Create Your First Type

Once you create a new workspace, before creating records, you must define a record type.

1. Click “+ New Type”

2. Choose "Marketplace"

3. Select a prebuilt Employee Record by searching for "Employee" and clicking Use Template

4. The Employee Type opens in the Type Designer. Review and customize fields as needed. Then click on Save Type in the top right.

5. You now view the Employee Record list. Click New Employee Record to create your first record of this type.

6. Fill out the fields

You have just created your first record type and record in AnyDB!

Step 4 – Create Additional Records

1. Open the workspace for the record type you created. You will see your Employee Record Type shown in the list.

2. In the Employee Record List, click “+ New Employee Record” to create additional records of this type.

Step 5 – Assign Ownership and Set Reminders

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

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

3. Assigned items appear in the Inbox for easy tracking

Step 6 – Add Child Records

1. 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.

Step 7 – Share and Collaborate

1. Access sharing options using Sharing & Forms
   

2. Share records internally using role-based permissions.

3. Set up a Private Portal to invite external users such as vendors, customers, or partners (free).
   

   • External users only see the records you share
   • No full system access required
   • You can also share records using public read-only links

4. Turn any record into a form for internal or public data collection

Step 8 – Find and Navigate Records

• 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

Step 9 – Explore Advanced Features

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

AnyDB grows with your business, from your first record type to a complete operational system.

Try AnyDB Free

Start organizing your business data and operations today.

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