Module guide
Module Directory
A plain-English map of what every Atlas module owns.
Overview
The Module Directory is the front door for understanding Atlas. It separates standalone modules from optional connected workflows so users can open CRM, PDF Studio, Contract Hub, Document Sign, Growth Hub, and every core work module without guessing which area owns the work.
Highlights
The capabilities worth knowing before you dive in.
- Business module boundary cards explain standalone ownership and optional integrations
- All module docs are searchable from one in-app route
- Each business module links to its product docs and the action registry for API/MCP parity
- PDF Studio is explicitly labelled standalone and not dependent on Sales CRM
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Growth Hub is a command center, not an owner for CRM, signing, contracts, or PDF files.
- Connected workflow links are optional handoffs; they are not required to use the destination module.
- The directory is navigation and documentation; it does not mutate customer or document data.
How to use it
The primary workflow, start to finish.
- Open the Module reference from the sidebar Help menu, or press Cmd-K and search "modules".
- Use the Business boundaries section when you are unsure which module owns a workflow.
- Use Search all modules for every Atlas module doc, including work, planning, capture, and admin pages.
- Open Product docs for how-to guidance, or Action registry for analytics, API, and MCP semantics.
FAQ
- Why does Atlas need a module directory?
- The product has grown into many standalone modules. The directory makes ownership explicit so a user can choose the right workspace before touching data.
- Does opening a module from this page create linked records?
- No. It is a navigation surface only. CRM, PDF, signing, and contract records are created inside their owning modules.
- Is the directory itself doing anything to my data?
- No. It is navigation and documentation only. Opening a module from it does not create, link or change any customer or document record.
Automate this module
Everything on this screen is scriptable. Drive it from the REST API, or let an AI agent run it through the MCP server.
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