Quick actions reference

Module cards, list cards, quick starts, and business module nav

Growth Hub is a cross-module command center. It must route users into CRM, Contract Hub, Document Sign, or PDF Studio without owning their records.

Governance tab

Used to explain RBAC, delegated access, audit, and evidence posture across modules.

Growth Hub action search, category filters, API/MCP details, validation notes, and route links

Makes Growth Hub operable as a command center: users can search dashboard, module launcher, lists, governance, analytics, and optional handoff actions without guessing which module owns the work.

Growth Hub summary cards, object search, and evidence export controls

Closes the Growth Hub command-center readback routes that operators use to inspect summary posture, searchable CRM/PDF/signing objects, and retained evidence bundles.

Growth Hub action catalog buttons and guarded recommendation drawers

Groups the cross-module next-best-action endpoints for stale deals, at-risk accounts, signer reminders, and PDF risk review so action docs track the live controls instead of leaving route drift hidden.

Account name field and Create button

Creates a native Atlas account record without requiring Salesforce or HubSpot.

Account picker, deal name, amount, expected close picker, and Create button

Deal creation is intentionally customer-scoped. PDF, signing, and contract links stay optional.

Account/deal pickers, activity note, and Log button

Activity logs attach to CRM context only and do not create PDF/signing side effects.

Import and Merge tabs

Bulk CRM changes must keep conflict review and rollback visible before destructive decisions.

CRM action search, category filters, API/MCP details, validation notes, and route links

Makes Sales CRM operable as a standalone workspace: users can search account, contact, deal, activity, forecast, import, merge, rollback, and optional handoff actions without knowing the page layout.

Forecast command center and Monte Carlo forecast action

Maps the v2 sales forecast endpoint that supports the CRM forecast command center.

Packet builder, lifecycle header, obligation ledger, and approval panels

Contract Hub can reference CRM, signing, and PDF records, but contract lifecycle is standalone.

Contract action search, category filters, API/MCP details, validation notes, and route links

Makes Contract Hub operable as a standalone lifecycle workspace: users can search packets, renewals, approvals, obligations, redlines, remediation, evidence, and optional handoffs without depending on CRM navigation.

Envelope form, recipient fields, routing controls, send/reminder buttons

Document Sign owns signer routing and audit evidence, not PDF editing.

Signing action search, category filters, API/MCP details, validation notes, and route links

Makes Document Sign operable as a standalone signing workspace: users can search envelopes, recipients, sessions, templates, fields, lifecycle, evidence, and optional handoffs without using Sales CRM.

Public signing view, decline/sign buttons, and certificate download

Maps the public signing token route family, including ceremony reads, sign/decline decisions, and completion certificate download.

PDF name, page count, risk flag, source upload, and optional connected workflow expander

This is the key standalone PDF boundary: no customer, deal, contract, or signing context is required.

Document workbench operation buttons

Covers organize, edit, annotate, OCR, extract, redact, protect, compare, convert, compress, sign, and export workflows.

PDF tool search, category filters, API/MCP details, and route links

Makes PDF Studio operable like a standalone PDF website: users can search for merge, split, OCR, redact, forms, stamps, compression, export, and evidence without knowing where Atlas placed the button.

Preview source, comments, download source/artifacts, split packages, and evidence rows

Export remains file-first; optional signing/contract/CRM handoff is an explicit navigation decision.

Stamp asset library, template editor, thumbnail actions, and bulk cleanup preview

Covers the PDF Studio stamp-library route family: upload tickets, versions, thumbnails, archive/restore, template CRUD, and bulk annotation cleanup.

PDF security readiness panel and sanitizer operation status

Keeps PDF security and redaction readiness routes visible in the action registry while treating provider callback execution as a guarded integration boundary.

Payroll runs page, draft/approve buttons, payslip detail drawer

Covers payroll run lifecycle (draft, calc, approve, post) and individual payslip read/release endpoints under /v1/hr/payroll.

Hiring pipeline board, candidate drawers, offer composer

Hiring controllers under /v1/hr/hiring cover requisitions, candidates, stages, interviews, and offers across the recruitment lifecycle.

Employee directory, profile drawer, status toggles

Directory endpoints under /v1/hr/employees cover read, search, profile updates, and lifecycle status changes for staff records.

Leave request form, approver queue, balance summaries

Leave endpoints under /v1/hr/leave cover request submission, approval, balance lookup, and audit-trail surfaces.

Cycle calendar, review forms, feedback drawer

Performance endpoints under /v1/hr/performance cover review cycles, peer feedback, manager comments, and calibration steps.

Reimbursement composer, receipts uploader, approver queue

Reimbursement endpoints under /v1/hr/reimbursements cover submission, receipt upload, approver workflow, and payout linkage.

Ticket composer, message thread, status tracker

HR Helpdesk endpoints under /v1/hr/tickets cover ticket creation, replies, status updates, and admin assignment.

HR admin console, policies tab, config panels

HR admin endpoints under /v1/hr/admin cover policy CRUD, working-hour rules, leave catalog, and other tenant-wide HR config.

Projects list, project board, plan view, settings drawer

Projects controllers under /v1/projects (and legacy /projects) cover project CRUD, plan/board reads, status changes, member assignment, and document linkage.

Task list, planner, detail drawer, scheduler quick actions

Task endpoints under /v1/tasks, /tasks/{id}, /tasks/{taskId}, and /tasks/auto-schedule cover the full task lifecycle including dependencies and planner.

CRM list, deal pipeline, contact drawer, account profile

CRM endpoints under /v1/crm cover the core accounts/deals/contacts/activities CRUD that powers Sales CRM and Growth Hub flows.

Contracts list, contract drawer, clause library, evidence panel

Contracts endpoints under /v1/contracts cover the native Contract Hub surface: contract CRUD, clauses, parties, evidence, and lifecycle transitions.

Integration directory, connector cards, OAuth callbacks

Integrations and connector endpoints under /v1/integrations and /v1/connectors cover the full third-party connector lifecycle (install, configure, sync, remove), with live MCP readback/OAuth-start coverage, admin-gated connection-targeted test/disconnect tools, and Linear, Microsoft 365 and Granola provider actions. Secret-bearing credential save remains REST-only until the MCP secret-input policy is formalized, which is why the Granola credential route has no tool.

Profile page, preferences, identity dashboard

Self-service endpoints under /v1/me and /profile/me cover the signed-in user's profile, preferences, sessions, and identity-affecting reads.

Admin console, settings panel, audit drawer

Tenant admin endpoints under /v1/admin, /v1/account, and /v1/settings cover settings, account profile, billing-adjacent reads, and audit history.

Meetings calendar, room drawer, transcript panel

Meeting endpoints under /meetings/{id} cover the meeting lifecycle: details, participants, recordings, and transcripts.

Wiki tree, page editor, version history

Wiki endpoints under /wiki/pages cover page CRUD, hierarchy moves, version snapshots, and collaborative cursors.

Blog composer, publish queue, audit drawer

Blog endpoints under /blog/posts cover post drafts, publishing, scheduling, and revision history for tenant-owned content.

Goals tree, key-result editor, check-in drawer

Goals endpoints under /goals/{id} cover goal lifecycle, key-result updates, check-ins, and reporting rollups.

Marketplace directory, app drawer, install button

Marketplace endpoints under /v1/marketplace cover app directory listing, app detail, install, and lifecycle audit hooks.

Compliance dashboard, audit drawer, evidence panel

Compliance endpoints under /v1/compliance and /v1/privacy cover posture summaries, audit history, DSAR workflow, and evidence reads.

Webhook registry, delivery log, retry drawer

Webhook endpoints under /v1/webhooks and /v2/webhooks cover endpoint registration, delivery log, signing key rotation, and replay actions.

Access console, role editor, ACL inspector

Access endpoints under /v1/access and /custom-roles cover access snapshots, module enablement, invites, member roles, grants, suite changes, provisioning, custom-role authoring, and access review reporting.

AI providers console, model registry, run inspector

AI platform endpoints under /v1/ai and /v1/ai-providers cover provider registry, model catalog, run history, and prompt template administration.

AI observability provider table, summary cards, and trace explorer

Closes the AI observability route family for provider status, aggregate summaries, and trace readback.

OAuth consent screens, app dashboards, scope grants

OAuth platform endpoints under /v2/oauth cover authorization, token, refresh, revoke, introspect, and discovery for tenant-managed apps.

SCIM connector, directory sync console, audit drawer

SCIM endpoints under /scim/v2 implement RFC 7644 user/group provisioning, group membership patches, and audit reads for enterprise IdPs.

Connector list, install drawer, status badges

Legacy connector endpoints under /v1/connectors cover install/uninstall, status pings, config reads, and now live MCP-backed catalog/OAuth-start/event readback, connection-targeted test/disconnect, plus Linear, Microsoft 365 and Granola provider operations.

Privacy console, DSAR queue, consent drawer

Privacy endpoints under /v1/privacy cover data-subject access requests, consent log reads, retention policy queries, and right-to-erasure workflows.

Automation editor, run history, trigger drawer

Automation script endpoints under /automations/scripts cover script CRUD, manual triggers, run history, and trigger schedules.

Report scheduler, delivery log, email pipeline drawer

Reporting endpoints under /v1/report-deliveries, /v1/status, and /v1/email cover scheduled report fan-out, status posture, and email delivery telemetry.

Approvals queue, policy editor, run inspector

Agent governance endpoints under /agent-governance/approvals cover approval queue management, policy edits, and audit reads for agent decisions.

Appointment calendar, drawer, reschedule action

Appointment endpoints under /appointments/{id} cover appointment booking, reschedule, cancel, and confirmation flows.

Appointment drawer, reschedule flow, cancel/no-show/reminder actions

Captures the v1 appointment lifecycle route family used by the booking and scheduling surfaces.

Residency console, region pinning, evidence drawer

Data residency endpoints under /v1/data-residency cover tenant region pinning, residency posture, and migration evidence reads.

Envelope composer, signer drawer, evidence panel

eSign endpoints under /v1/esign cover envelope CRUD, signer order, status updates, evidence reads, and webhook callbacks for the Document Sign module.

HR console sub-tabs for onboarding, policies, probations, role changes, attendance, holidays, letters, departments, locations, performance, reports, statutory, exit interviews, documents, emergency contacts, employment records, org chart

HR operational endpoints cover onboarding workflows, policies, probations, role changes, attendance, holidays, letters, departments, locations, performance reviews, statutory reports, exit interviews, documents, emergency contacts, employment records, and org chart reads.

Login, signup, password reset, OAuth + SSO callback pages

Auth endpoints under /auth, /v1/auth, and /v1/oauth cover login, signup, password reset, OAuth providers, SSO callbacks, and session bootstrap.

Notification bell, preferences panel, push subscription drawer

Notification endpoints under /notifications, /notification-preferences, /notification-prefs, /push and /v1/push cover the in-app feed, preference toggles, and push notification subscription lifecycle.

Calendar page, grid preferences toggles, availability drawer

Calendar endpoints under /calendar, /calendar-grid-preferences, /availability, and /auto-schedule cover the unified calendar view, event CRUD, grid preferences, availability windows, and auto-schedule planner.

Command bar, saved views, search results page

Search endpoints under /search, /v1/search, /v1/unified-search, /v1/cross-tool-search, /frecency, /saved-views, and /task-saved-filters cover unified search, frecency ranking, saved views, and per-module filter persistence.

Onboarding wizard, checklist, tenant setup screens

Onboarding endpoints under /onboarding cover the new-user wizard, tenant bootstrap, initial admin assignment, and checklist progression reads.

Avatar stack, live cursor overlay, sync indicator

Presence endpoints under /presence, /live, /sync, and /share cover realtime presence broadcast, live cursors, sync channel reads, and ephemeral share links.

Feedback widget, inspiration panel, morning briefing card

Feedback and personalization endpoints under /v1/feedback, /inspiration, /morning-briefing, /digest, and /focus-coaching cover user feedback submission, daily inspiration, briefings, digests, and focus coaching prompts.

Billing console, plan picker, rate-limit drawer

Billing endpoints under /v1/billing and /v1/rate-limit-tiers cover plan subscription, invoice reads, and rate-limit tier overrides.

Status page, internal metrics dashboard

Observability endpoints under /health, /ready, /metrics, /observability, /v1/health, and /.well-known cover health probes, readiness gates, Prometheus metrics, and well-known discovery documents.

Public blog, public share links, marketing pages

Public endpoints under /public, /public-blog, and /public-shares cover marketing pages, public blog reads, and unauthenticated share token lookups for documents, dashboards, and previews.

Time entry drawer, workload view, focus timer

Time tracking endpoints under /time-entries, /workload, and /focus-sessions cover time entry CRUD, workload allocations, and focus session reads tied to the planner.

Time approval inbox, detail drawer, approve/reject buttons

Covers manager-facing time approval reads and approve/reject decisions.

Form builder, attribute panel, formula editor, label picker

Forms engine endpoints under /forms, /field-policies, /custom-attributes, /formula-fields, and /labels cover form CRUD, submission, field policy management, custom attributes, formula fields, and labels across modules.

Booking page editor, meeting type drawer, host availability matrix

Booking engine endpoints under /booking-pages, /booking-meeting-types, /booking-webhooks, /booking-blackouts, /booking-page-hosts, /booking-questions, /booking-analytics, and /scheduling-rules cover booking page CRUD, meeting types, blackout windows, webhook fan-out, host configuration, intake questions, analytics, and scheduling rules.

Public booking page meeting-type selector and question form

Covers unauthenticated booking metadata reads used by public booking pages before an appointment is created.

Release notes page, changelog widget

Release notes endpoints under /release-notes cover the public changelog, in-app release notes panel, and admin authoring surface.

Customer changelog page, entry detail, and RSS subscription

Covers the public changelog list, slug detail, and RSS feed routes added for customer-facing release notes.

Workspace switcher, team admin, tenant settings, branding panel

Workspace endpoints under /workspaces, /v1/workspaces, /teams, /tenants, /v1/tenant, /v1/tenants, and /v1/tenant-branding cover workspace CRUD, team admin, tenant settings, and branding management.

Profile page, theme picker, habits tracker, daily notes panel

Profile and personal endpoints under /profile, /me, /user-theme, /habits, /daily-notes, and /journal-reviews cover the signed-in user profile, theme preferences, habits tracker, daily notes, and journal reviews.

SSO admin console, IdP metadata upload

SSO endpoints under /v1/sso cover SAML/OIDC configuration, IdP metadata upload, JIT provisioning, and SSO callback handling.

Two-factor enrollment screen, recovery codes drawer

Two-factor endpoints under /v1/two-factor cover TOTP enrollment, challenge verification, and recovery code management for end users.

Sessions panel in profile/security settings

Session endpoints under /v1/sessions cover active session listing, single-session revoke, and bulk revoke flows tied to the security console.

Tokens page in profile/security settings

Token endpoints under /v1/pats and /v1/access-tokens cover personal access token creation, rotation, revoke, scope edit, and listing.

Audit log explorer, activity feed widget

Audit endpoints under /v1/audit-log, /audit-events, and /activity-feed cover audit log search, activity feed reads, and exportable audit event streams for compliance reviews.

Analytics dashboards, A/B test console

Analytics endpoints under /v1/analytics and /v1/email-ab-tests cover aggregate analytics queries, dashboards, and A/B test allocation/reads.

Reports console, email template editor, SEO admin

Reports and editorial endpoints under /v1/reports, /v1/email-templates, /v1/seo, and /v1/themes cover scheduled reports, email template authoring, SEO admin, and theme management.

Public dashboard sharing controls and revoke action

Covers public dashboard listing, creation, and token revocation for shareable reporting surfaces.

Webhook endpoints console, delivery log

Webhook endpoints under /v1/webhook-endpoints, /v1/webhook-deliveries, and /v1/watch cover webhook configuration, delivery log inspection, and watch subscriptions used by external integrators.

Integration directory, inbound email config, slack admin, AI model picker

Integration extras under /integrations, /inbound-email, /v1/slack, /v1/ai-models, and /v1/voice cover inbound email parsing, Slack admin, AI model selection, and voice transcription endpoints.

Task drawer, templates picker, relations panel

Task platform extras under /tasks, /task-templates, /task-relations, /template-library, /templates, and /comments cover task templates, relations between tasks, the cross-module template library, and comments across resources.

Bulk action bar, label picker, and comment composer

Maps the shared bulk operation endpoints that power multi-select task, label, and comment workflows.

My Work focus coaching panel and suggestion cards

Maps the focus coaching suggestion endpoint used by My Work and planning guidance surfaces.

Task type settings list and type detail drawer

Covers global and project-scoped task type catalog/list/key/id readback endpoints.

Project drawer subtabs and board configuration

Project platform extras under /projects, /project-risks, /v1/project-risks, /project-milestones, /project-status-updates, /project-dependencies, /v1/project-dependencies, /project-stakeholders, /initiatives, /portfolios, /cycles, and /board-columns cover risks, milestones, status updates, dependencies, stakeholders, initiatives, portfolios, cycles, and board column configuration.

Goals dashboard, goal drawer

Goals platform endpoints under /goals cover the full goal catalog: CRUD, progress updates, alignment with cycles, and team scoping.

Meetings list, meeting detail, insights drawer

Meetings endpoints under /meetings, /v1/meetings, /v1/meeting-insights, and /v1/video-attachments cover meeting CRUD, AI-powered insights, transcripts, and video attachment uploads.

Wiki editor, page tree, collaboration cursors

Wiki platform endpoints under /v1/wiki, /v1/wiki-presence, and /v1/wiki-collab cover wiki page CRUD, realtime presence, and collaborative edit broadcast.

Blog editor, blog list

Blog endpoints under /blog cover internal blog post authoring, publishing, and reads across the tenant.

Automations console, run history, script editor

Automations platform endpoints under /automations cover script authoring, trigger configuration, run history, and operational reads for the no-code automation surface.

Custom roles console

Custom roles endpoints under /custom-roles cover role definition CRUD, permission scoping, and assignment management across modules.

Undo toast, trash explorer, quick links menu, keyboard shortcuts dialog

Undo and recovery endpoints under /undo-entries, /v1/trash, /quick-links, and /v1/shortcuts cover undo stack reads, trash recovery, quick links, and keyboard shortcut definitions.

Drift feed widget, mute drawer

Inbox and scheduler drift endpoints under /today-scheduler-drift-feed, /scheduler-drift-mute-state, and /appointments cover the today drift feed, mute state controls, and appointment notifications shown on the planner.

PDF studio editor, OCR drawer, convert pipeline

PDF platform endpoints under /v1/pdf, /v1/pdf-studio, /v1/pdf-secure, /v1/pdf-convert, and /v1/pdf-ocr cover PDF tooling APIs, secure share links, conversion pipelines, and OCR job orchestration.

Docs portal, Postman download buttons

Docs platform endpoints under /v1/docs, /v1/postman-environment.json, and /v1/postman.json cover generated documentation portals, Postman environment exports, and OpenAPI reference artifacts.

Extension error console (internal)

Extension error endpoints under /v1/extension-errors cover browser extension crash and exception ingest, replay, and internal review for extension stability monitoring.