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
Drop any spreadsheet export — Triad detects the type, maps your columns, and matches records automatically
Read →Partners
Create partners, read health and direction, and navigate the partner detail page
Read →Activities — feed, manual log, and editing
Browse the activity feed, log an activity by hand, and edit a saved record
Read →Contacts
Track partner and internal people, their roles, and relationship levels
Read →Partner Discovery
Find the partners you already work with — or the right ones for a new market or product
Read →Accounts
Track customer accounts, coverage, pipeline, and execution health
Read →Opportunities and partner credit
Track partner-connected pipeline and split co-sell credit across partners
Read →Projects (implementations)
Track post-sale execution and delivery health, with your own independent view
Read →Segments and target account lists
Group accounts by theme, partner, or priority — and track coverage as a target list
Read →Events
Plan joint conferences, webinars, and field programs, and tie activity to them
Read →Next steps
See everything you owe across partnerships, sorted by what's most overdue
Read →Signals (partner news feed)
AI-analyzed partner news, why it matters, and how to act on it
Read →Relationship map
See executive and field coverage across your partner ecosystem, and find gaps
Read →Dashboard
Your morning view: what's due, what's pipeline, what's cooling, what's new
Read →Global search
Find anything across your workspace from one keyword box
Read →Managing QBRs
Generate, track, download, and share QBRs across your partner portfolio
Read →Signing up and signing in
Create an account, join a workspace by invite, and reset your password
Read →Team, roles, and inviting people
Invite teammates, set admin vs member roles, and restrict who can join
Read →Organization settings
Set your workspace identity and fiscal year so AI and rollups are accurate
Read →Billing and plans
Understand your plan, manage your subscription, and resolve billing notices
Read →Notifications and the weekly digest
Turn on the weekly partnership signals digest sent to your email
Read →Opportunity stage mapping
Map your CRM's stage labels to Triad's pipeline categories
Read →Exporting your data
Request a full export of your organization's records and files
Read →Security & Data Handling
Where your data lives, who can see it, and how Triad protects it
Read →Enrichment
How Triad fills in missing account and partner details from public sources
Read →