Set up your workspace
Create your account
Go to app.meetorbis.com and click Sign in. Orbis uses Google OAuth, so you’ll sign in with your Google account — no separate password to create.
By signing in with Google, you authorize Orbis to access your Gmail and Google Calendar. You can review and adjust these permissions at any time in Settings → Connected Accounts.
Complete the onboarding wizard
After signing in for the first time, Orbis walks you through a four-step onboarding flow.Step 1 — Sync your Google dataOrbis starts syncing your Google Contacts, Gmail, and Google Calendar automatically as soon as you authenticate. You’ll see the status of each sync item on screen. You can continue to the next step while syncing runs in the background.Step 2 — Complete your profileEnter your company’s website, your role, and a short description of what your company does. Orbis uses this information to generate more relevant AI suggestions and email drafts. All fields are optional — you can fill them in later from Settings → Profile.Step 3 — Connect your LinkedIn networkRequest an export of your LinkedIn data so you can import your connections, messages, and profile history. Click Open LinkedIn data export, request the “Larger data archive” ZIP, and upload it when it arrives (this can take up to 24 hours). You can skip this step and upload later from Settings → Tools.Step 4 — Import existing contactsUpload a CSV file of contacts you already have — from a spreadsheet, another CRM, or any export. Orbis maps your columns to contact fields during import. You can also skip this and import later from Contacts → Import Contacts.
Add your first contacts
Once onboarding is complete, you’ll land on the Contacts page. There are three ways to add contacts:Manual entry — Click New Contact and fill in the details directly.CSV import — Click Actions → Import Contacts to upload a spreadsheet. Orbis walks you through column mapping and handles deduplication automatically.From Google sync — If you connected Google during onboarding, contacts from your Google Contacts and Gmail interactions will appear automatically as the sync completes.
Connect your Google account
If you skipped Google sync during onboarding, or want to connect an additional account, go to Settings → Connected Accounts and click Add Account. You can connect up to five Google accounts.Once connected, Orbis begins syncing:
- Gmail — email threads linked to contacts
- Google Calendar — meetings and events linked to attendees
- Google Contacts — people from your address book
Explore the dashboard
After your contacts and integrations are set up, explore what Orbis has to offer:
- Contacts — browse your network, filter by tag or company, and click into any contact for their full interaction history
- Inbox — see recent emails linked to your contacts in one place
- Calendar — view upcoming and past meetings alongside your contacts
- Deep Search — ask questions about your network in plain language, for example: “Who have I not spoken to in 3 months?” or “Find everyone I met at the Product conference”
- Boards — create Kanban pipelines to manage relationship workflows
What to do next
Now that your workspace is set up, here are a few things worth exploring:Enrich your contacts
Let Orbis fill in missing details like job titles, company info, and social profiles automatically.
Try Deep Search
Ask natural-language questions about your entire network and interaction history.
Set up AI Agents
Automate follow-ups, data enrichment, and other repetitive tasks.
Create a Board
Build a pipeline to manage any process that involves people — deals, hiring, partnerships.