# Windmill Help Site

## Docs

- [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.
- [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.
- [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.
- [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 recaps, 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, Google Meet, Gong, Granola, and Roam — and where they show up in 1:1s, recaps, reviews, and Windy.
- [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.
- [Calendar](https://help.gowindmill.com/features/1-on-1s/calendar.md): How Windmill detects 1:1 meetings from your Google or Outlook calendar, and how to create, link, or remove 1:1 series manually when auto-detection misses one.
- [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.
- [1:1s](https://help.gowindmill.com/features/1-on-1s/index.md): Run more effective 1:1 meetings in Windmill with Slack-based prep, agenda building, calendar detection, notes, recordings, and AI summaries from Windy.
- [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.
- [Prep (Deprecated)](https://help.gowindmill.com/features/1-on-1s/prep.md): How the legacy Slack-based 1:1 prep flow works in Windmill, including agenda collection, talking points, and moving to the calendar-based 1:1 experience.
- [Recordings](https://help.gowindmill.com/features/1-on-1s/recordings.md): How meeting recordings from Zoom, Google Meet, Gong, and Granola attach to your 1:1s in Windmill so Windy can surface transcripts, summaries, and action items.
- [Stats](https://help.gowindmill.com/features/1-on-1s/stats.md): Track 1:1 patterns across your organization, including meeting frequency, completion, agenda engagement, and which managers are running consistent check-ins.
- [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.
- [Company Knowledge](https://help.gowindmill.com/features/company-knowledge.md): Define your organization's identity, mission, and values in Windmill so Windy can give Slack and dashboard responses grounded in your company's real context.
- [Feedback](https://help.gowindmill.com/features/continuous-feedback.md): Collect ongoing feedback in Windmill via proactive feedback, requested feedback, and Windy-prompted feedback driven by collaboration signals across tools.
- [MCP](https://help.gowindmill.com/features/mcp.md): Connect Claude Code, Claude Desktop, Codex, Cursor, and other AI tools to Windmill through the MCP server to query team data and run actions from your IDE.
- [Calibration](https://help.gowindmill.com/features/performance-reviews/calibration.md): Review and adjust performance ratings in Windmill calibration sessions to ensure fairness, consistency, and shared standards across managers and teams.
- [Cycles](https://help.gowindmill.com/features/performance-reviews/cycles.md): Create performance review cycles in Windmill with customizable stages, timelines, participants, and question sets for self, peer, manager, and upward reviews.
- [FAQs](https://help.gowindmill.com/features/performance-reviews/faqs.md): Frequently asked questions about Windmill performance reviews, covering cycle setup, visibility, AI-assisted drafting, calibration, and release flows.
- [Performance Reviews](https://help.gowindmill.com/features/performance-reviews/index.md): Run end-to-end performance review cycles in Windmill with AI-assisted drafting, self, peer, upward, and manager reviews, calibration, and Slack-native flows.
- [Manager Reviews](https://help.gowindmill.com/features/performance-reviews/manager-reviews.md): Draft, edit, and complete comprehensive manager performance reviews in minutes with Windmill's AI-assisted writing, peer feedback context, and review templates.
- [Peer Reviews](https://help.gowindmill.com/features/performance-reviews/peer-reviews.md): Collect structured peer feedback in Windmill through nominations, conversational Slack prompts, and AI summaries that flow into manager and calibration steps.
- [Recommended review structure](https://help.gowindmill.com/features/performance-reviews/recommended-structure.md): Recommended question flows for self, peer, and manager reviews in Windmill, with culture-specific variations for high-growth and established organizations.
- [Sharing Reviews](https://help.gowindmill.com/features/performance-reviews/releasing-reviews.md): Share finalized review packets with managers and employees in Windmill, control which questions are visible, lock reviews for edits, and release results safely.
- [Self Reviews](https://help.gowindmill.com/features/performance-reviews/self-reviews.md): Run employee self-reviews in Slack with Windmill, where Windy guides employees through structured self-reflection prompts that feed into the rest of the cycle.
- [Progress Tracking](https://help.gowindmill.com/features/performance-reviews/tracking-progress.md): Monitor performance review completion across employees, managers, and teams in Windmill with progress dashboards, reminders, and per-stage status visibility.
- [Upward Reviews](https://help.gowindmill.com/features/performance-reviews/upward-reviews.md): Collect structured upward feedback from direct reports about their manager in Windmill, with anonymized summaries and configurable question sets per cycle.
- [Who sees what](https://help.gowindmill.com/features/performance-reviews/visibility.md): How visibility works across every part of a Windmill performance review cycle, including who can see self, peer, upward, manager, and calibration responses.
- [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.
- [Prompt Templates](https://help.gowindmill.com/features/prompt-templates.md): Save and reuse personal, company, and global prompt templates in Windmill so every conversation with Windy starts with the right context and instructions.
- [Pulse Surveys](https://help.gowindmill.com/features/pulse-surveys/index.md): Ask your team custom questions on a recurring or one-time basis with Windmill pulse surveys delivered in Slack by Windy, with built-in reporting and trends.
- [Notifications](https://help.gowindmill.com/features/pulse-surveys/notifications.md): Configure notifications for Windmill pulse surveys so admins and managers are alerted as responses come in, completion thresholds are hit, or results post.
- [Reminders and Nudges](https://help.gowindmill.com/features/pulse-surveys/reminders.md): Set reminder schedules for Windmill pulse surveys so Windy follows up with team members who haven't responded yet, without spamming the people who already did.
- [Schedule Types](https://help.gowindmill.com/features/pulse-surveys/scheduling-types.md): Choose between one-time, recurring, and rolling send schedules for Windmill pulse surveys, and control delivery timing, cadence, and audience for each pulse.
- [Recaps](https://help.gowindmill.com/features/recaps.md): Weekly AI-generated recaps in Windmill that summarize each team member's activities, meetings, and contributions across your connected tools and integrations.
- [Shoutouts](https://help.gowindmill.com/features/shoutouts.md): Publicly recognize team members in Slack with Windmill shoutouts, tied to company values, so positive feedback gets amplified and reinforces team culture.
- [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.
- [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.
- [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.
- [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, recaps, 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.
- [Giving & Receiving Feedback in Windmill](https://help.gowindmill.com/giving-and-receiving-feedback-on-windmill.md): How feedback works in Windmill — collecting timely peer feedback through Windy in Slack, requesting feedback on demand, and reviewing feedback you've received.
- [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.
- [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.
- [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, recaps, and feedback flows.
- [Asana](https://help.gowindmill.com/integrations/asana.md): Connect Asana to Windmill to bring tasks, projects, and progress into recaps, 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 recaps, 1:1s, and performance reviews.
- [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.
- [Claude](https://help.gowindmill.com/integrations/claude.md): Connect Claude and Claude Desktop to Windmill through MCP to query team data, manage 1:1 agendas, and run Windmill actions directly from Anthropic's apps.
- [ClickUp](https://help.gowindmill.com/integrations/clickup.md): Connect ClickUp to Windmill to bring tasks, projects, and progress into recaps, 1:1 prep, and performance reviews with proper attribution per team member.
- [Codex](https://help.gowindmill.com/integrations/codex.md): Connect OpenAI Codex to Windmill through MCP so you can query team data, manage 1:1 agendas, and run Windmill actions from your AI coding environment.
- [Cursor](https://help.gowindmill.com/integrations/cursor.md): Connect Cursor to Windmill through MCP so you can query team data, manage 1:1 agendas, and run Windmill actions directly from your Cursor editor sessions.
- [Figma](https://help.gowindmill.com/integrations/figma.md): Connect Figma to Windmill so design activity and file contributions appear in recaps, 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 recaps, 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 recaps, 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, recaps, 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, recaps, 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, recaps, and Windy's context for the right participants.
- [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.
- [HubSpot](https://help.gowindmill.com/integrations/hubspot.md): Connect HubSpot to Windmill to sync deals, contacts, and pipeline activity so revenue context appears in recaps, 1:1 prep, and performance review summaries.
- [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.
- [Jira](https://help.gowindmill.com/integrations/jira.md): Connect Jira to Windmill to bring issues, sprints, and engineering progress into recaps, 1:1 prep, and performance reviews with proper per-person attribution.
- [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.
- [Linear](https://help.gowindmill.com/integrations/linear.md): Connect Linear to Windmill to bring issues, projects, and engineering progress into recaps, 1:1 prep, and performance reviews with per-person attribution.
- [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.
- [Monday](https://help.gowindmill.com/integrations/monday.md): Connect monday.com to Windmill to bring boards, items, and project progress into recaps, 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 recaps, 1:1 prep, and Windy's context for the people working in your Notion workspace.
- [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.
- [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.
- [Pipedrive](https://help.gowindmill.com/integrations/pipedrive.md): Connect Pipedrive to Windmill to sync deals, contacts, and pipeline activity so revenue context appears in recaps, 1:1 prep, and performance review summaries.
- [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.
- [Roam](https://help.gowindmill.com/integrations/roam.md): Connect Roam to Windmill so meeting recordings, chats, and collaboration signals flow into 1:1s, recaps, review context, 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 recaps, 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.
- [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.
- [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.
- [Zendesk Support](https://help.gowindmill.com/integrations/zendesk.md): Connect Zendesk Support to Windmill so ticket activity, response times, and customer interactions appear in recaps, 1:1 prep, and performance reviews.
- [Zoom](https://help.gowindmill.com/integrations/zoom.md): Connect Zoom to Windmill so meeting recordings, transcripts, and 1:1s flow into Windmill for context inside recaps, 1:1 prep, and performance reviews.
- [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 — what to expect from Windy, how prep works, and how meetings are detected.
- [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.
- [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.
- [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.
- [Groups](https://help.gowindmill.com/org-chart/groups.md): Organize employees into groups in Windmill — by team, function, or custom segment — so you can target pulse surveys, performance review cycles, and reports.
- [Inviting Team Members](https://help.gowindmill.com/org-chart/inviting-team-members.md): Add and invite people to Windmill, manage pending invitations, and control how new team members get access through Slack, HRIS sync, or email invites.
- [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.
- [Permissions and Access](https://help.gowindmill.com/permissions-and-access.md): Access levels, role-based permissions, user delegation, and visibility controls in Windmill so the right people see the right data across features.
- [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.
- [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.
- [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.
- [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.
- [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.
- [SSO and SCIM](https://help.gowindmill.com/security/sso-and-scim.md): Configure SAML single sign-on and SCIM provisioning for your Windmill account so authentication and user lifecycle stay managed in your identity provider.
- [Adding Windy to Channels](https://help.gowindmill.com/windy/adding-windy-to-channels.md): Control which Slack channels Windy can access, how to add Windy to channels for context, and what data Windmill reads from each channel it's invited to.
- [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 prompt templates for common workflows.
- [Windy Preferences](https://help.gowindmill.com/windy/windy-preferences.md): Customize how Windy interacts with you in Slack — adjust notification timing, prep behavior, language tone, and which features Windy will proactively help with.