# Doris Docs

- [Welcome to Doris](https://docs.meetdoris.com/index.md): The agent that makes every deal’s truth whole, then does the follow-through work behind it.
- [Getting Started](https://docs.meetdoris.com/quickstart.md): Connect your CRM, connect calendars, capture meetings, and verify Doris is using the right deal data.
- [Home](https://docs.meetdoris.com/features/context-hub.md): Ask Doris anything, review your day, and jump into the work that needs attention.
- [Catalog](https://docs.meetdoris.com/tools/catalog.md): Browse reusable flows and frameworks, then put them to work in Doris.
- [Meetings](https://docs.meetdoris.com/features/conversations.md): Review recorded calls, transcripts, summaries, and the deal evidence Doris extracted.
- [Share a Recording](https://docs.meetdoris.com/features/share-recording.md): Send a customer or colleague a link to a call recording and transcript, with an optional password, and revoke it when you're done.
- [Commitments](https://docs.meetdoris.com/features/commitments.md): Track promises across deals, mark follow-through, and spot overdue work.
- [Enablement](https://docs.meetdoris.com/features/custom-frameworks.md): Manage the qualification frameworks Doris uses to score deals and meetings.
- [Flows](https://docs.meetdoris.com/features/flows.md): Build automations with Doris, then manage what is running, inspect runs, and control alerts.
- [Flow builder](https://docs.meetdoris.com/features/flow-builder.md): Describe the automation you want and build it with Doris, step by step, on the canvas.
- [Triggers](https://docs.meetdoris.com/features/triggers.md): The events and schedules that can start a flow, and how to choose between them.
- [After a meeting](https://docs.meetdoris.com/features/triggers/after-a-meeting.md): Runs once Doris has finished processing a meeting, whether or not it is linked to a deal.
- [After a deal meeting](https://docs.meetdoris.com/features/triggers/after-a-deal-meeting.md): Runs after Doris processes a meeting that is linked to a deal, once per linked deal.
- [Before an upcoming meeting](https://docs.meetdoris.com/features/triggers/before-an-upcoming-meeting.md): Runs shortly before a deal-linked meeting starts, so the flow can prepare the person taking it.
- [Deal created](https://docs.meetdoris.com/features/triggers/deal-created.md): Runs when a new deal first appears in Doris from your CRM.
- [Deal stage changed](https://docs.meetdoris.com/features/triggers/deal-stage-changed.md): Runs whenever a deal moves from one pipeline stage to another.
- [Deal updated](https://docs.meetdoris.com/features/triggers/deal-updated.md): Runs when tracked fields on a deal change in your CRM.
- [Deal closed](https://docs.meetdoris.com/features/triggers/deal-closed.md): Runs when a deal is first marked won or lost.
- [Assessment completed](https://docs.meetdoris.com/features/triggers/assessment-completed.md): Runs after Doris scores a deal against a qualification framework.
- [Commitment created](https://docs.meetdoris.com/features/triggers/commitment-created.md): Runs when Doris records a new commitment from a meeting or an email.
- [Commitment overdue](https://docs.meetdoris.com/features/triggers/commitment-overdue.md): Runs when an open commitment passes its due date.
- [Daily schedule](https://docs.meetdoris.com/features/triggers/daily-schedule.md): Runs once a day at an hour you choose, in each recipient's local time.
- [Weekly schedule](https://docs.meetdoris.com/features/triggers/weekly-schedule.md): Runs once a week on the days and hour you choose, in each recipient's local time.
- [Deals](https://docs.meetdoris.com/features/deals.md): Work your pipeline with qualification evidence, risk signals, activity, and commitments in one place.
- [Companies](https://docs.meetdoris.com/features/companies.md): Review account records, linked deals, people, activity, and company-level context.
- [People](https://docs.meetdoris.com/features/people.md): Review contacts, roles, company links, deal involvement, and activity context.
- [Data Quality](https://docs.meetdoris.com/features/record-health.md): Find and fix record issues that distort deal intelligence, reporting, and source health.
- [Sources](https://docs.meetdoris.com/sources.md): Connect and monitor the systems Doris reads from: CRM, calendar, meeting capture, email, products, and documents.
- [HubSpot](https://docs.meetdoris.com/integrations/hubspot.md): Install the Doris HubSpot app from Sources and sync companies, contacts, deals, owners, and products.
- [Salesforce](https://docs.meetdoris.com/integrations/salesforce.md): Create a Salesforce Connected App and connect it to Doris from Sources.
- [Gong](https://docs.meetdoris.com/integrations/gong.md): Connect Gong to bring your existing call recordings and transcripts into Doris.
- [Google Calendar](https://docs.meetdoris.com/integrations/google.md): Connect Google Calendar as a personal calendar source. Managed Google Workspace setup is coming soon.
- [Microsoft 365 / Outlook](https://docs.meetdoris.com/integrations/outlook.md): Connect Microsoft 365 for Outlook calendar and email tracking.
- [Slack & Teams notifications](https://docs.meetdoris.com/integrations/chat-notifications.md): Get a webhook URL from Microsoft Teams or Slack so flows can post alerts into a channel.
- [Settings](https://docs.meetdoris.com/settings/account.md): Manage your personal calendar, integrations, account profile, and developer tools.
- [Admin Settings](https://docs.meetdoris.com/settings/admin.md): Configure workspace domains, data sources, meeting capture, event logs, branding, team access, and billing.
- [Team & Billing](https://docs.meetdoris.com/settings/team-management.md): Invite teammates, manage roles, review seats, and open billing controls.
- [List all object types](https://docs.meetdoris.com/api-reference/schema/list-all-object-types.md): Returns all registered ontology types with their properties and expand keys.
- [Get type schema](https://docs.meetdoris.com/api-reference/schema/get-type-schema.md): Returns the full schema for a specific type including properties, expand keys, and computed fields.
- [Search across all types](https://docs.meetdoris.com/api-reference/query/search-across-all-types.md): Full-text search across the ontology index. Returns matching objects ranked by relevance.
- [List objects of a type](https://docs.meetdoris.com/api-reference/query/list-objects-of-a-type.md): Returns a paginated list of objects for the given type. Objects are returned as card-shaped summaries.
- [Resolve a single object](https://docs.meetdoris.com/api-reference/resolve/resolve-a-single-object.md): Fetch a full object by type and ID. Use the `expand` parameter to include related data (stakeholders, commitments, meetings, etc.).
- [Traverse object links](https://docs.meetdoris.com/api-reference/graph/traverse-object-links.md): Follow relationships from an object to its linked entities. Returns linked objects with their card-shaped summaries.
- [Webhooks](https://docs.meetdoris.com/webhooks.md): Receive real-time event notifications when your ontology changes
- [MCP Server](https://docs.meetdoris.com/mcp-server.md): Connect Claude, ChatGPT, Cursor, or any MCP-compatible AI tool directly to your deal intelligence
- [Demo Sandbox](https://docs.meetdoris.com/sandbox.md): Connect any AI agent to a live Doris Ontology in 10 seconds — no signup, no API key
- [Sandbox Cookbook](https://docs.meetdoris.com/sandbox-cookbook.md): Guided workflows and example prompts for exploring the Doris demo ontology
- [Privacy Modes](https://docs.meetdoris.com/privacy.md): Control how personally identifiable information is handled across the Ontology API and MCP server
- [What's New](https://docs.meetdoris.com/changelog.md): The latest features, improvements, and integrations from Doris.
- [Security Overview](https://docs.meetdoris.com/security/overview.md): An overview of the controls and practices Doris uses to protect customer data.
- [Infrastructure Security](https://docs.meetdoris.com/security/infrastructure.md): Cloud architecture, network security, and infrastructure protection.
- [Application Security](https://docs.meetdoris.com/security/application.md): Authentication, API protection, and tenant-aware access controls.
- [Data Protection](https://docs.meetdoris.com/security/data-protection.md): Encryption at rest and in transit, key management, and data residency.
- [Compliance](https://docs.meetdoris.com/security/compliance.md): Regulatory posture, data processing terms, and sub-processor transparency.
- [Incident Response](https://docs.meetdoris.com/security/incident-response.md): Security incident notification, response process, and audit logging.

## OpenAPI Specs

- [openapi](/openapi.json)

## Optional

- [Website](https://meetdoris.com)
- [App](https://app.meetdoris.com)