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AnyDB Quick Start Guide

Let’s get started with AnyDB, your customizable platform for managing business operations across teams, customers, vendors, and partners.

This quick guide will help you understand the core building blocks of AnyDB and how to start using it effectively.

Step 1: Understand the Basics​

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

  • Records – Structured records like forms, dashboards, or trackers
  • Templates – Reusable blueprints for creating new documents
  • Relationships – Connect records like a lightweight database or ERP

Step 2: Choose a Use Case​

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

  • Employee Records or Performance Reviews
  • Customer Management and Invoices
  • Asset Tracking or IT Inventory
  • Project Dashboards or OKRs
  • SOPs, Timesheets, or Compliance Records

Or start with one of our 100+ built-in templates from the Template Library.

Step 3: Create Your First Document​

  1. Click “+ New”
  2. Choose “Record”
  3. Select a template or start from scratch
  4. Begin adding and customizing fields like:
    • Text, Number, Date
    • File Uploads, References, Attachments
    • Formulas and Dynamic Badges

Each document acts like a structured form and can be customized to match your workflow.

Step 4: Share and Collaborate​

  • Share documents with your team using role-based permissions
  • Invite external guests (free) to view or contribute
  • Turn any document into a form for internal or public submissions

You control access, visibility, and workflow—all in one place.

Step 5: Build Relationships​

Connect your documents to build powerful workflows:

  • Link invoices to customers
  • Attach timesheets to employee profiles
  • Connect vendor contracts to purchase requests

AnyDB lets you build your own custom business system without writing code.

Step 6: Automate and Customize​

  • Add formulas for calculations and logic
  • Use views to group and filter your records
  • Assign tasks, set due dates, and track progress
  • Set up notifications and reminders for follow-ups

Step 7: Expand Over Time​

Once you’re comfortable, you can:

  • Create your own templates
  • Build dashboards from linked data
  • Import/export data as XLSX or CSV
  • Use public forms for intake workflows
  • Connect with Zapier (coming soon) or via API

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 workflows today.

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