# Windmill Help Site

- [Welcome](https://help.gowindmill.com/index.md): Welcome to the Windmill help site — guides, references, and best practices for getting the most out of Windmill, Windy, and your team's performance workflows.
- [Initial Setup](https://help.gowindmill.com/getting-started/initial-setup.md): Create your Windmill account, configure authentication, invite your team, and connect your first integrations like Slack, Google Workspace, and your HRIS.
- [Building Your Org Chart](https://help.gowindmill.com/getting-started/building-your-org-chart.md): Set up your team structure in Windmill by importing your org chart from your HRIS or building it manually, then keeping managers, reports, and groups in sync.
- [Putting Windmill to Work](https://help.gowindmill.com/getting-started/putting-windmill-to-work.md): Choose and activate the right Windmill features for your team — 1:1s, pulse surveys, feedback, shoutouts, performance reviews — and sequence rollout.
- [Rolling Out to Your Team](https://help.gowindmill.com/getting-started/rolling-out-to-your-team.md): Best practices for introducing Windmill and Windy to your organization, including communication templates, onboarding sequences, and adoption milestones.
- [Using the Windmill Platform](https://help.gowindmill.com/getting-started/using-the-windmill-dashboard.md): Navigate the Windmill platform — adjust settings, manage integrations, view stats, and understand how data syncs between Slack, your HRIS, and connected tools.
- [Pricing](https://help.gowindmill.com/getting-started/pricing.md): How Windmill pricing works, what's included in each plan, how seats are counted, and how to estimate the cost of rolling Windmill out to your organization.
- [Introducing Windy](https://help.gowindmill.com/windy/meet-windy.md): Meet Windy, Windmill's AI assistant available in Slack and the Windmill Dashboard — what Windy can do for managers and individual contributors and how Windy uses context across your integrations.
- [Talking to Windy](https://help.gowindmill.com/windy/talking-to-windy.md): How to chat with Windy in Slack and in the Windmill Dashboard — asking questions about your team, requesting feedback, prepping for 1:1s, and using skills for common workflows.
- [Language preferences](https://help.gowindmill.com/windy/language-preferences.md): How Windy chooses which language to use with each person, and how the Windmill Dashboard handles languages other than English.
- [Add Slack channels as context](https://help.gowindmill.com/windy/adding-windy-to-channels.md): Give Windmill access to permitted Slack channel content without enabling Windy conversations in those channels.
- [Windy features](https://help.gowindmill.com/windy/windy-features.md): Control whether you see Windy's reasoning in Slack and the Windmill Dashboard, and manage your 1:1 notification settings.
- [Managing Your Org Chart](https://help.gowindmill.com/org-chart/managing-your-org-chart.md): Manage your Windmill org chart — reporting lines, departments, managers, and direct reports — and keep it in sync with your HRIS or edit it manually.
- [Employee Information](https://help.gowindmill.com/org-chart/employee-information.md): How Windmill syncs employee data — names, titles, profile pictures, managers, and start dates — from your HRIS and keeps profiles accurate over time.
- [Employee Field Sources](https://help.gowindmill.com/org-chart/employee-field-sources.md): Choose the source of truth for each employee field — set company-wide defaults, override them per person, and control which system updates names, titles, managers, and more.
- [Inviting Members](https://help.gowindmill.com/org-chart/inviting-team-members.md): Invite people to Windmill and send welcome messages to existing members by email, Slack, or both.
- [Groups](https://help.gowindmill.com/org-chart/groups.md): Create manual, smart, and synced employee groups, manage membership, and share access for surveys, reviews, analytics, and other Windmill workflows.
- [Permissions and Access](https://help.gowindmill.com/permissions-and-access.md): Understand Windmill roles, manager scope, delegated access, and the visibility rules that control what each member can see and manage.
- [Review cycles overview](https://help.gowindmill.com/features/performance-reviews/index.md): Learn how to collect feedback, complete reviews, and share results in a review cycle.
- [Configure a review cycle](https://help.gowindmill.com/features/performance-reviews/configure-a-cycle.md): Set the cycle details, stages, questions, peer nominations, and participants.
- [Test a review cycle](https://help.gowindmill.com/features/performance-reviews/test-cycles.md): Check a review cycle before you run it with your company.
- [Review stages and schedule](https://help.gowindmill.com/features/performance-reviews/review-stages-and-schedule.md): Choose review stages and set the cycle schedule.
- [Questions and rating scales](https://help.gowindmill.com/features/performance-reviews/questions-and-rating-scales.md): Choose review questions and configure rating scales.
- [Select reviewees](https://help.gowindmill.com/features/performance-reviews/select-cycle-participants.md): Select and filter the employees who will take part in a review cycle.
- [Participants and assignments](https://help.gowindmill.com/features/performance-reviews/participants-and-assignments.md): Define stage participation and the people who complete each review.
- [Cycle admins](https://help.gowindmill.com/features/performance-reviews/cycle-administration.md): Assign cycle admins and understand their responsibilities and access.
- [Notifications and deadlines](https://help.gowindmill.com/features/performance-reviews/notifications-and-deadlines.md): Configure cycle notifications, reminders, and deadlines.
- [Set up peer nominations](https://help.gowindmill.com/features/performance-reviews/peer-nominations.md): Configure peer nominations, approvals, limits, dates, and recommendations.
- [Nominate peer reviewers](https://help.gowindmill.com/features/performance-reviews/nominate-peer-reviewers.md): Choose and create peer reviewer nominations.
- [Review and approve nominations](https://help.gowindmill.com/features/performance-reviews/review-and-approve-peer-nominations.md): Review, approve, reject, or add peer reviewer nominations.
- [Manage nomination changes and exceptions](https://help.gowindmill.com/features/performance-reviews/nomination-changes-and-exceptions.md): Change nominations and manage peer reviewer exceptions.
- [Manage review requests and reviewer workload](https://help.gowindmill.com/features/performance-reviews/peer-review-requests-and-workload.md): Manage peer review request timing, responses, and workload.
- [Writing a review](https://help.gowindmill.com/features/performance-reviews/writing-a-review.md): Choose a writing method, prepare your answers, and submit your review.
- [Writing manually](https://help.gowindmill.com/features/performance-reviews/writing-manually.md): Write answers directly in the review form and use context to find examples.
- [AutoDraft](https://help.gowindmill.com/features/performance-reviews/autodraft.md): Prepare a first draft from review context, selected observations, and your notes.
- [Windy chat](https://help.gowindmill.com/features/performance-reviews/windy-chat.md): Discuss the work with Windy to write or change review answers.
- [Fine-tune a review](https://help.gowindmill.com/features/performance-reviews/fine-tune-a-review.md): Improve existing answers with manual edits, quick edits, and Windy chat.
- [Windy and review context](https://help.gowindmill.com/features/performance-reviews/windy-and-review-context.md): Refer to the context report, feedback, and notes while you write a review.
- [Drafts, submissions, and missed deadlines](https://help.gowindmill.com/features/performance-reviews/drafts-submissions-and-deadlines.md): Manage saved drafts, resubmissions, resets, and overdue reviews.
- [Manage active-cycle changes](https://help.gowindmill.com/features/performance-reviews/manage-an-active-cycle.md): Find the correct workflow when people, assignments, dates, or review data change during a cycle.
- [Track progress and send reminders](https://help.gowindmill.com/features/performance-reviews/track-progress-and-notifications.md): Track review progress, find incomplete work, and send reminders.
- [Change dates and questions](https://help.gowindmill.com/features/performance-reviews/change-an-active-cycle.md): Change cycle dates and questions before or after responses start.
- [Add or remove participants](https://help.gowindmill.com/features/performance-reviews/add-or-remove-participants.md): Change cycle participation after launch.
- [Reassign managers and reviewers](https://help.gowindmill.com/features/performance-reviews/reassign-managers-and-reviewers.md): Change review assignments and manager access during an active cycle.
- [Manage leave and departures](https://help.gowindmill.com/features/performance-reviews/leave-and-departures.md): Manage reviews when a participant is on leave or leaves the company.
- [Lock and unlock reviews](https://help.gowindmill.com/features/performance-reviews/reopen-reviews-and-locks.md): Lock manager reviews to stop edits, then unlock them when corrections are needed.
- [Run concurrent cycles](https://help.gowindmill.com/features/performance-reviews/concurrent-cycles.md): Manage employees, context, reminders, and assignments across concurrent cycles.
- [Set up a calibration](https://help.gowindmill.com/features/calibrations/set-up-a-calibration.md): Create a calibration and select its participants and reviewees.
- [Roles and access](https://help.gowindmill.com/features/calibrations/roles-and-access.md): Understand access for calibration participants, reviewees, managers, and cycle admins.
- [Pre-read](https://help.gowindmill.com/features/calibrations/pre-read.md): Review the findings in a calibration pre-read, then update and send the report.
- [Review and compare](https://help.gowindmill.com/features/calibrations/review-and-compare.md): Review employee packets and compare calibration data.
- [Grid regions](https://help.gowindmill.com/features/calibrations/grid-regions.md): Label and color areas of the calibration grid so the committee shares the same language.
- [Comments and changes](https://help.gowindmill.com/features/calibrations/comments-and-changes.md): Discuss manager-review questions and propose calibrated ratings.
- [Submit a calibration](https://help.gowindmill.com/features/calibrations/submit.md): Complete a calibration and apply or recommend its changes.
- [Supplemental data](https://help.gowindmill.com/features/performance-reviews/supplemental-data.md): Add employee data to a review cycle for use in calibration.
- [Share review results](https://help.gowindmill.com/features/performance-reviews/share-reviews.md): Choose a sharing model and share review results.
- [Create review packets and PDFs](https://help.gowindmill.com/features/performance-reviews/review-packet-access.md): Manage review packet contents, updates, PDF downloads, and view tracking.
- [Edit or undo shared results](https://help.gowindmill.com/features/performance-reviews/edit-shared-reviews.md): Edit shared reviews, update packets, or undo sharing.
- [Review insights](https://help.gowindmill.com/features/performance-reviews/insights.md): Choose where to analyze review results: across a cycle, within a stage, or while writing a manager review.
- [Cycle and stage insights](https://help.gowindmill.com/features/performance-reviews/cycle-and-stage-insights.md): Open cycle or stage Insights, filter employees, and read participation and question results.
- [Insights inside a manager review](https://help.gowindmill.com/features/performance-reviews/manager-review-insights.md): Analyze peer and upward feedback about one employee while you write their manager review.
- [Charts and text summaries](https://help.gowindmill.com/features/performance-reviews/insight-charts-and-themes.md): Choose a chart, inspect its answers, compare a target curve, and generate text summaries.
- [Export review data](https://help.gowindmill.com/features/performance-reviews/exports.md): Export review answers as CSV files, review packets as PDF files, final ratings, and calibration results in one ZIP file.
- [Account admins and cycle admins](https://help.gowindmill.com/features/performance-reviews/account-and-cycle-admins.md): Understand account admin and cycle admin access.
- [Managers, skip-level managers, and HRBPs](https://help.gowindmill.com/features/performance-reviews/managers-skip-level-managers-and-hrbps.md): Understand manager, skip-level manager, HRBP, and delegated access.
- [Who can see reviews and when](https://help.gowindmill.com/features/performance-reviews/permissions-and-visibility.md): Understand the default access rules for a review cycle: who can see each review, its questions, and its answers at each phase.
- [Review data and context access](https://help.gowindmill.com/features/performance-reviews/review-data-access.md): Understand access to review sources, packets, PDFs, and external data.
- [Pulse overview](https://help.gowindmill.com/features/pulse-surveys/index.md): Learn how to create a pulse, collect responses from your team, and review the results.
- [Create a pulse](https://help.gowindmill.com/features/pulse-surveys/create-a-pulse.md): Start a pulse from a prompt or from scratch, write your questions, and save it as a draft.
- [Questions and question types](https://help.gowindmill.com/features/pulse-surveys/questions-and-question-types.md): Add pulse questions, choose a question type, and set answer choices and required questions.
- [Choose participants](https://help.gowindmill.com/features/pulse-surveys/choose-participants.md): Select who receives a pulse, narrow the audience, and learn who can send to whom.
- [Named and anonymous pulses](https://help.gowindmill.com/features/pulse-surveys/named-and-anonymous-pulses.md): Choose if pulse responses show who wrote them, and choose where people can respond.
- [Test a pulse](https://help.gowindmill.com/features/pulse-surveys/test-a-pulse.md): Send a pulse only to yourself to check the experience before you launch it.
- [Launch a pulse](https://help.gowindmill.com/features/pulse-surveys/launch-a-pulse.md): Choose participants and anonymity, then send a pulse now or schedule it to run later.
- [Schedule types](https://help.gowindmill.com/features/pulse-surveys/scheduling-types.md): Choose when a scheduled pulse runs: on a repeating pattern, around meetings, once, or after each hire date.
- [Expiration and deadlines](https://help.gowindmill.com/features/pulse-surveys/expiration-and-deadlines.md): Set how long participants have to respond, and learn what happens when a run closes.
- [Reminders](https://help.gowindmill.com/features/pulse-surveys/reminders.md): Learn when Windy reminds participants who have not responded to a pulse.
- [Respond to a pulse](https://help.gowindmill.com/features/pulse-surveys/respond-to-a-pulse.md): Find your pulse surveys and answer them in Slack with Windy or on the web form.
- [Drafts, submissions, and withdrawals](https://help.gowindmill.com/features/pulse-surveys/drafts-submissions-and-withdrawals.md): Learn how pulse drafts save, what happens when you submit, and how to change or withdraw a response.
- [Manage a pulse](https://help.gowindmill.com/features/pulse-surveys/manage-a-pulse.md): Check a pulse's status and find the correct workflow to send, pause, edit, or clean up a pulse.
- [Send again, pause, and resume](https://help.gowindmill.com/features/pulse-surveys/send-again-pause-and-resume.md): Send a new run of a pulse, stop its schedule, and start the schedule again.
- [Edit a live pulse](https://help.gowindmill.com/features/pulse-surveys/edit-a-live-pulse.md): Change questions, participants, and settings after you launch a pulse.
- [Change expiration](https://help.gowindmill.com/features/pulse-surveys/change-expiration.md): Extend or shorten how long participants have to respond, for future runs or for runs you already sent.
- [Nudge participants](https://help.gowindmill.com/features/pulse-surveys/nudge-participants.md): Send a manual reminder to people who have not responded to a pulse run.
- [Owners and requester](https://help.gowindmill.com/features/pulse-surveys/owners-and-requester.md): Add pulse owners, choose who the pulse comes from, and give other people access to results.
- [Duplicate and delete a pulse](https://help.gowindmill.com/features/pulse-surveys/duplicate-and-delete.md): Rename, copy, or delete a pulse from the Pulse actions menu.
- [Response sharing](https://help.gowindmill.com/features/pulse-surveys/response-sharing.md): Choose who can read individual pulse responses: owners only, managers, or all participants.
- [Pulse notifications](https://help.gowindmill.com/features/pulse-surveys/notifications.md): Get Slack updates while a pulse runs, and send results by email or to Slack channels when a run closes.
- [Live response streaming](https://help.gowindmill.com/features/pulse-surveys/live-response-streaming.md): Post each pulse response to a Slack channel as soon as someone submits it.
- [Pulse insights](https://help.gowindmill.com/features/pulse-surveys/insights.md): Read participation and question results for one run, or follow trends across runs.
- [Filter and compare results](https://help.gowindmill.com/features/pulse-surveys/filter-and-compare-results.md): Narrow pulse insights to a group, or compare groups side by side by job title, group, or reporting line.
- [Responses, runs, and exports](https://help.gowindmill.com/features/pulse-surveys/responses-runs-and-exports.md): Read individual pulse responses, check delivery for each run, and download responses as a CSV.
- [Ask Windy about results](https://help.gowindmill.com/features/pulse-surveys/ask-windy-about-results.md): Summarize pulse results, filter by answers, and plan next steps with Windy or your own AI tool.
- [Pulse permissions](https://help.gowindmill.com/features/pulse-surveys/pulse-permissions.md): See who can create, send, edit, and read a pulse, and what each role can see.
- [Anonymity and privacy](https://help.gowindmill.com/features/pulse-surveys/anonymity-and-privacy.md): See what an anonymous pulse hides, what it still shows, and how minimum group sizes protect respondents.
- [Feedback overview](https://help.gowindmill.com/features/feedback/index.md): Learn how to give, request, and read feedback about your colleagues' work.
- [Give feedback](https://help.gowindmill.com/features/feedback/give-feedback.md): Leave feedback about a colleague on the Feedback page or with Windy, and choose who can see it.
- [Request and respond to feedback](https://help.gowindmill.com/features/feedback/request-feedback.md): Request feedback about yourself or your reports, track your requests, and respond to requests from others.
- [Find, edit, and delete feedback](https://help.gowindmill.com/features/feedback/find-and-manage-feedback.md): Read feedback you have permission to see, review its history, and edit or delete feedback within your company's edit window.
- [Visibility and settings](https://help.gowindmill.com/features/feedback/visibility-and-settings.md): Understand who can see feedback, and configure the audiences, default audiences, request delay, and edit window for your company.
- [1:1s](https://help.gowindmill.com/features/1-on-1s/index.md): Run more effective 1:1 meetings in Windmill with Windy reminders, shared agendas, calendar syncing, notes, recordings, and AI summaries.
- [Calendar](https://help.gowindmill.com/features/1-on-1s/calendar.md): Connect your calendar to sync 1:1s, or start, add, remove, and restore meetings yourself.
- [Catch Me Ups](https://help.gowindmill.com/features/1-on-1s/catch-me-up.md): Catch Me Up gives you a concise, cited briefing on anyone you work with before a 1:1 — and adapts what it shows based on whether you're meeting a report, your manager, or a peer.
- [Templates](https://help.gowindmill.com/features/1-on-1s/templates.md): Give your 1:1s a consistent structure with personal and company-wide templates that pre-fill agenda items, talking points, and questions for each meeting.
- [Recordings](https://help.gowindmill.com/features/1-on-1s/recordings.md): How meeting recordings and notes from Zoom, Zoom: My Notes, Google Meet, Gong, Granola, and Roam attach to your 1:1s in Windmill.
- [Notifications](https://help.gowindmill.com/features/1-on-1s/notifications.md): Configure when Windy reaches out before your 1:1s — including agenda prompts, prep reminders, and Slack DM timing — to match how you and your team work.
- [Importing Notes](https://help.gowindmill.com/features/1-on-1s/importing-notes.md): Bring your past 1:1 history into Windmill — paste past notes from Notion, Google Docs, Confluence, or anywhere else to populate past 1:1 agendas in bulk.
- [Analytics](https://help.gowindmill.com/features/analytics/index.md): Use Windmill Analytics to understand AI adoption, product usage, 1:1 patterns, organizational health, onboarding, and custom stats.
- [AI Adoption](https://help.gowindmill.com/features/analytics/ai-adoption.md): Track active users, feature usage, and adoption trends across Claude, Codex, Cursor, and Devin.
- [Product Usage](https://help.gowindmill.com/features/analytics/product-usage.md): Track overall Windmill engagement, feature adoption, feedback, and Pulse responses.
- [Organizational Health](https://help.gowindmill.com/features/analytics/organizational-health.md): Map collaboration across your organization and identify central people, connectors, communities, and isolated groups.
- [Onboarding](https://help.gowindmill.com/features/analytics/onboarding.md): See who is starting, who is still onboarding, and how quickly new hires ramp up compared with the people who came before them.
- [1:1 Meetings](https://help.gowindmill.com/features/analytics/one-on-one-meetings.md): Track 1:1 patterns across your organization — meeting coverage and recency, time spent, agenda engagement, and which managers are running consistent check-ins.
- [Explore](https://help.gowindmill.com/features/analytics/explore.md): Build custom charts and tables from Windmill stats, then export the underlying data to CSV.
- [Private Notes](https://help.gowindmill.com/features/private-notes.md): Capture private observations about yourself and your team in Windmill so Windy can resurface them during 1:1 prep, performance reviews, and team questions.
- [Shoutouts](https://help.gowindmill.com/features/shoutouts.md): Recognize team members publicly in Slack with Windmill Shoutouts.
- [Skills](https://help.gowindmill.com/features/skills.md): Save and reuse instructions in Windmill so Windy has the context for a task.
- [Company Info](https://help.gowindmill.com/company-settings/company-info.md): Set your organization's name, description, and logo in Windmill so Windy has accurate, up-to-date details about your company across every workflow.
- [Company Values](https://help.gowindmill.com/company-settings/company-values.md): Define your organization's core values in Windmill so Windy can ground shoutouts and performance reviews in the principles that matter most to your company.
- [Company Knowledge](https://help.gowindmill.com/company-settings/company-knowledge/index.md): Give Windy your company's policies, playbooks, and frameworks to work from.
- [Adding knowledge](https://help.gowindmill.com/company-settings/company-knowledge/adding-knowledge.md): Create, upload, or link documents for Windy to use.
- [Linked documents](https://help.gowindmill.com/company-settings/company-knowledge/linked-documents.md): Add Google Drive and Notion documents to Company Knowledge without copying them.
- [Organizing and sharing](https://help.gowindmill.com/company-settings/company-knowledge/organizing-and-sharing.md): Group knowledge into folders and choose who can see it.
- [Managing billing](https://help.gowindmill.com/account-admin/managing-billing.md): Access your billing portal, download past invoices, and review your seat usage over time from the Windmill billing settings.
- [MCP](https://help.gowindmill.com/features/mcp.md): Connect Claude Web, Claude Desktop, Claude Code, Codex, Cursor, and other AI tools to Windmill through the MCP server to query team data and run actions from your AI assistant.
- [Connected Data](https://help.gowindmill.com/data/connected-data.md): Overview of the data Windmill syncs from your integrations — meetings, messages, code, tasks, and HRIS records — and how Windy uses it across the platform.
- [Stats](https://help.gowindmill.com/data/stats.md): Stats available in Windmill for tracking team activity, 1:1 cadence, feedback volume, recognition, pulse responses, and performance review progress.
- [Deals](https://help.gowindmill.com/data/deals.md): How Windmill syncs deal information from your CRM integrations to surface revenue context, ownership, and pipeline activity in 1:1s and reviews.
- [Meetings and Recordings](https://help.gowindmill.com/data/meetings-and-recordings.md): How Windmill syncs meeting transcripts, AI summaries, and notes from Zoom, Zoom: My Notes, Google Meet, Gong, Granola, and Roam, and where they appear in Windmill.
- [Data Sync and Freshness](https://help.gowindmill.com/data/data-sync-and-freshness.md): How often Windmill refreshes data from connected integrations, sync frequency by source, and how soon new activity becomes available to Windy and reports.
- [SSO and SCIM](https://help.gowindmill.com/security/sso-and-scim.md): Set up SAML single sign-on and SCIM provisioning so your identity provider controls who can sign in to Windmill and keeps member profiles, managers, and groups in sync.
- [Set Up SCIM with Okta](https://help.gowindmill.com/security/scim-okta.md): Turn on SCIM provisioning for the Windmill app in Okta, map the standard profile attributes, add the Windmill extension attributes in the Profile Editor, and push groups.
- [Set Up SCIM with Microsoft Entra ID](https://help.gowindmill.com/security/scim-entra-id.md): Turn on automatic provisioning for the Windmill app in Microsoft Entra ID, add the Windmill extension attributes to the attribute list, map the manager, and assign users and groups.
- [SCIM Attributes and Field Sources](https://help.gowindmill.com/security/scim-attributes.md): Every employee field Windmill can sync through SCIM, the exact attribute names and namespaces to use in your identity provider, and how SCIM works with field sources.
- [Sync Groups from Your Identity Provider](https://help.gowindmill.com/security/scim-group-sync.md): Push groups from Okta or Microsoft Entra ID into Windmill Groups through SCIM so you can target pulse surveys and performance review cycles without maintaining group membership by hand.
- [Sending Invites with Automatic Provisioning](https://help.gowindmill.com/security/sending-invites-with-automatic-provisioning.md): Turn on onboarding notifications so members provisioned through SCIM or Rippling automatically receive an onboarding email, a Slack welcome message from Windy, or both.
- [Domain allowlisting](https://help.gowindmill.com/security/domain-allowlisting.md): Restrict who can be invited to your Windmill account by email domain so only people from approved organizations can join your workspace as members.
- [Subprocessor notifications](https://help.gowindmill.com/security/subprocessor-notifications.md): Choose who receives notices when Windmill adds or changes a subprocessor, so your security, legal, or procurement team stays informed.
- [Data Privacy and Collection](https://help.gowindmill.com/security/data-privacy.md): How Windmill collects, stores, processes, and protects your data, including encryption, data residency, retention, and how customer information is handled.
- [Personally Identifiable Information (PII)](https://help.gowindmill.com/security/pii.md): What personally identifiable information Windmill collects, under what conditions it's processed, and how PII is stored, accessed, and protected over time.
- [Security and Compliance](https://help.gowindmill.com/security/security-compliance.md): Windmill's security measures, compliance certifications, access controls, audit logging, and the practices in place to protect customer data and infrastructure.
- [AI and Data Usage](https://help.gowindmill.com/security/ai-data-usage.md): How Windmill uses AI, which models process your data, what is retained, and how Windmill protects sensitive information across Windy and platform features.
- [Integrations](https://help.gowindmill.com/integrations/integrations.md): Overview of every integration available in Windmill — HRIS, Slack, calendar, CRM, code, project management, meetings, and AI tools — and what each one syncs.
- [About Merge](https://help.gowindmill.com/integrations/merge.md): How Windmill uses Merge to power HRIS integrations — BambooHR, Gusto, Rippling, Workday, and more — and what data flows through the Merge unified API.
- [Airtable](https://help.gowindmill.com/integrations/airtable.md): Connect Airtable to Windmill so Windy can read your bases and surface project, customer, and operational context inside 1:1s and feedback flows.
- [Asana](https://help.gowindmill.com/integrations/asana.md): Connect Asana to Windmill to bring tasks, projects, and progress into 1:1 prep and performance reviews, with attribution to the right team members.
- [Attio](https://help.gowindmill.com/integrations/attio.md): Connect Attio to Windmill to sync CRM records, deals, and customer activity so Windy can surface revenue context in 1:1s and performance reviews.
- [Claude](https://help.gowindmill.com/integrations/claude.md): Connect Claude Enterprise analytics to Windmill to sync team AI usage into stats, performance reviews, and 1:1s without accessing conversations, prompts, code, or files.
- [ClickUp](https://help.gowindmill.com/integrations/clickup.md): Connect ClickUp to Windmill to bring tasks, projects, and progress into 1:1 prep and performance reviews with proper attribution per team member.
- [Codex](https://help.gowindmill.com/integrations/codex.md): Connect Codex analytics to Windmill to sync per-user coding agent usage, token consumption, and client-surface breakdowns into team stats and reviews.
- [Cursor](https://help.gowindmill.com/integrations/cursor.md): Connect Cursor Enterprise analytics to Windmill to sync AI coding usage by employee, including agent edits, tab completions, chat activity, skills, and MCP tool usage.
- [Devin](https://help.gowindmill.com/integrations/devin.md): Connect Devin analytics to Windmill to sync per-user ACU consumption, session activity, and pull request outcomes into stats, performance reviews, and 1:1s.
- [Figma](https://help.gowindmill.com/integrations/figma.md): Connect Figma to Windmill so design activity and file contributions appear in 1:1 prep and performance reviews with credit going to the right people.
- [Front](https://help.gowindmill.com/integrations/front.md): Connect Front to Windmill so customer conversations, response activity, and inbox workload appear in 1:1 prep and performance review context.
- [GitHub](https://help.gowindmill.com/integrations/github.md): Connect GitHub to Windmill to surface pull requests, reviews, commits, and engineering contributions inside 1:1 prep and performance reviews.
- [Gong](https://help.gowindmill.com/integrations/gong.md): Connect Gong to Windmill so call recordings, transcripts, and meeting insights appear in 1:1s and performance review context for sales teams.
- [Google Workspace](https://help.gowindmill.com/integrations/google-workspace.md): Connect Google Workspace to Windmill to sync calendar events, Google Meet recordings, and Google Docs activity into 1:1s and feedback flows.
- [Granola](https://help.gowindmill.com/integrations/granola.md): Connect Granola to Windmill so meeting notes and transcripts captured in Granola flow into 1:1s and Windy's context for the right participants.
- [HubSpot](https://help.gowindmill.com/integrations/hubspot.md): Connect HubSpot to Windmill to sync deals, contacts, and pipeline activity so revenue context appears in 1:1 prep and performance review summaries.
- [Jira](https://help.gowindmill.com/integrations/jira.md): Connect Jira to Windmill to bring issues, sprints, and engineering progress into 1:1 prep and performance reviews with proper per-person attribution.
- [Linear](https://help.gowindmill.com/integrations/linear.md): Connect Linear to Windmill to bring issues, projects, and engineering progress into 1:1 prep and performance reviews with per-person attribution.
- [Monday](https://help.gowindmill.com/integrations/monday.md): Connect monday.com to Windmill to bring boards, items, and project progress into 1:1 prep and performance reviews with per-person attribution.
- [Notion](https://help.gowindmill.com/integrations/notion.md): Connect Notion to Windmill so pages, edits, and documents flow into 1:1 prep and Windy's context for the people working in your Notion workspace.
- [Pipedrive](https://help.gowindmill.com/integrations/pipedrive.md): Connect Pipedrive to Windmill to sync deals, contacts, and pipeline activity so revenue context appears in 1:1 prep and performance review summaries.
- [Outlook Calendar](https://help.gowindmill.com/integrations/outlook-calendar.md): Connect Outlook Calendar to Windmill so meetings — including 1:1s — are detected automatically and Windy can prep agendas and surface meeting context.
- [Roam](https://help.gowindmill.com/integrations/roam.md): Connect Roam to Windmill so meeting recordings and transcripts can appear in 1:1s, performance reviews, and Windy.
- [Salesforce](https://help.gowindmill.com/integrations/salesforce.md): Connect Salesforce to Windmill to sync accounts, opportunities, and pipeline activity so revenue context appears in 1:1 prep and performance reviews.
- [Slack](https://help.gowindmill.com/integrations/slack.md): Connect Slack to Windmill so Windy can DM your team, run 1:1 prep, deliver pulse surveys, collect feedback, and post shoutouts directly inside Slack.
- [Slack Business Analytics](https://help.gowindmill.com/integrations/slack-analytics.md): Pull workspace-wide Slack activity stats into Windmill to understand collaboration patterns, channel engagement, and team communication health across the org.
- [Zendesk Support](https://help.gowindmill.com/integrations/zendesk.md): Connect Zendesk Support to Windmill so ticket activity, response times, and customer interactions appear in 1:1 prep and performance reviews.
- [Zoom transcripts, recordings, and My Notes](https://help.gowindmill.com/integrations/zoom-meeting-content.md): Choose the correct Zoom feature, start it during a meeting, and find the content in Windmill.
- [Zoom](https://help.gowindmill.com/integrations/zoom.md): Connect Zoom to Windmill so meeting transcripts provide context for 1:1s and performance reviews.
- [Zoom: My Notes](https://help.gowindmill.com/integrations/zoom-my-notes.md): Connect your Zoom account to sync your personal My Notes content with Windmill and link new notes to matching 1:1s.
- [ADP](https://help.gowindmill.com/integrations/adp-workforce-now.md): Connect ADP Workforce Now to Windmill to sync employees, managers, departments, and org structure so your team data stays accurate without manual updates.
- [BambooHR](https://help.gowindmill.com/integrations/bamboohr.md): Connect BambooHR to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [ChartHop](https://help.gowindmill.com/integrations/charthop.md): Connect ChartHop to Windmill to sync your org chart, employees, managers, and departments so team structure and access stay accurate without manual updates.
- [Gusto](https://help.gowindmill.com/integrations/gusto.md): Connect Gusto to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [HiBob](https://help.gowindmill.com/integrations/hibob.md): Connect HiBob to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Justworks](https://help.gowindmill.com/integrations/justworks.md): Connect Justworks to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Oracle Cloud HCM](https://help.gowindmill.com/integrations/oracle-hcm.md): Connect Oracle Cloud HCM to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Paylocity](https://help.gowindmill.com/integrations/paylocity.md): Connect Paylocity to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Rippling](https://help.gowindmill.com/integrations/rippling.md): Connect Rippling to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [TriNet](https://help.gowindmill.com/integrations/trinet.md): Connect TriNet to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [UKG Pro](https://help.gowindmill.com/integrations/ukg-pro.md): Connect UKG Pro to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Workday](https://help.gowindmill.com/integrations/workday.md): Connect Workday to Windmill to sync employees, managers, departments, and employment data so your org chart and access controls stay accurate automatically.
- [Introducing Windmill](https://help.gowindmill.com/introducing-windmill.md): Customer-facing announcement template for introducing Windmill to your team — what Windy does in Slack, what to expect, and how feedback, 1:1s, and pulses work.
- [Introducing Performance Reviews on Windmill](https://help.gowindmill.com/introducing-performance-reviews-on-windmill.md): Customer-facing announcement template for introducing Windmill performance reviews to your team — what to expect, how cycles work, and what Windy will ask.
- [Running 1:1s on Windmill](https://help.gowindmill.com/introducing-1-1s-on-windmill.md): Customer-facing announcement template for introducing Windmill 1:1s to your team, including what to expect from Windy, how to prepare, and how meetings are added.
- [Running Pulses on Windmill](https://help.gowindmill.com/running-pulses-on-windmill.md): Customer-facing announcement template for introducing Windmill pulse surveys to your team — what to expect from Windy in Slack and how responses are used.
- [Introduce Feedback to Your Team](https://help.gowindmill.com/giving-and-receiving-feedback-on-windmill.md): Use this guide to explain Feedback and Shoutouts to your team.
- [Skill library](https://help.gowindmill.com/best-practices/skills/index.md): Copy and adapt sample skills for common HR and manager tasks.
- [Catch up on a new direct report](https://help.gowindmill.com/best-practices/skills/new-manager-catch-up.md): Prepare a grounded brief for a manager who has a new direct report.
- [Prepare for a difficult performance conversation](https://help.gowindmill.com/best-practices/skills/difficult-performance-conversation.md): Build a clear and fact-based plan for a sensitive manager conversation.
- [Write useful employee feedback](https://help.gowindmill.com/best-practices/skills/useful-employee-feedback.md): Turn rough notes into specific, respectful, and useful employee feedback.
- [Turn Pulse results into an action plan](https://help.gowindmill.com/best-practices/skills/pulse-action-plan.md): Summarize Pulse results and create practical follow-up actions.
- [Create an employee growth plan](https://help.gowindmill.com/best-practices/skills/employee-growth-plan.md): Create practical development goals from feedback, reviews, and role expectations.


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