Tonkean Training Series

Learn the basics of the Tonkean platform and start automating away your most tedious business processes.

The Tonkean Training Series is here to support your current and future platform needs.

Ops Academy Image

Get Started

Before you start building, it’s helpful to understand the concepts that underlie the Tonkean platform. Our Get Started section covers the following:

  • What is Tonkean?
  • What is a Solution?
  • What is a Module?
  • What is a Business Report?
  • Navigate Tonkean
  • Quick Start Guide

Tonkean 101 - the Basics

Need to get up and running on the basics of Tonkean? We have you covered with our Tonkean 101 Series. 

In Tonkean 101, we go through the basics of the Tonkean platform in a series of walkthroughs designed to get you building as quickly as possible. We cover creating and connecting a data source, creating a module, setting up triggers and actions, and more—all included in working through the real-world use case of building an email inbox workflow.

DOCS

Create an Email Inbox Enterprise Component

Every Tonkean module must monitor a data source.

Create a new email inbox that will serve as a data source for a module. We can send emails to this new inbox that Tonkean will triage and respond to with specific actions.

DOCS

Create a Module and Monitor a Data Source

Create your first Tonkean module and connect our newly-created email inbox as the input source. The input source is a data source that our module monitors for changes, such as the receipt of a new email, and initiates a workflow in response.

DOCS

Map Fields in the Input Source

When working with data sources like email inboxes or third-party applications, the data we’re looking for are the fields they contain.  Learn how to map several data source fields for use them in a workflow.

DOCS

Create an 'Ask a Question' Action

Minimize legal risk without slowing down your business by integrating legal into business processes.

Ready to Learn More?

In the Docs, you’ll find information on how to use Tonkean to orchestrate processes across various business functions. We’ll take you from the most basic Tonkean elements and concepts, through how to build and maintain your own custom workflows, and even to some advanced use cases—all without writing a single line of code.

Webinars and Training - Business Functions

Are you trying to solve a specific business problem or perform a special function? In our video trainings, we cover more complex or industry-specific use cases that you can use as inspiration to solve your own operational challenges.

WEBINAR

OCR for Document Processing​

Learn exactly how you can leverage Tonkean to triage scanned documents based on their contents and coordinate with all of the relevant individuals and systems. We will show you how to create the relevant data source to access your files from Sharepoint and Google Drive, create a module from scratch, use NLP (natural language processing), and finally test and publish your workflow to production.

WEBINAR

Email Intake, Triage, and Coordination​

Use Tonkean to intake any email from any inbox, triage the requests based on their contents, and coordinate with all of the relevant individuals and systems. We will show you how to create the relevant data source to manage your inbox, create a module from scratch, use NLP (natural language processing), and finally test and publish your workflow to production.

WEBINAR

Slack Channel Triage and Coordination

Turn any Slack channel into an actionable intake source and triage requests based on message content, and coordinate with all of the relevant individuals and systems. We will show you how to connect any Slack channel and create a module from scratch to automate away all the noise of Slack!

Level Up Business Functions

Are you in a functional operational role like RevOps, legal ops, HR ops, or others and wanting to grow? These Operational Handbooks provide an overview of the key functions of business operations and a guide on how to improve the effectiveness and impact of each.

HANDBOOK

HR Ops

Improve employee retention by up-leveling your people team to focus on strategic outcomes rather than administrative tasks.

HR Operations
HANDBOOK

Legal Ops

Turn legal into a strategic differentiator by minimizing risk while accelerating business processes.

LEGAL Operations handbook
HANDBOOK

Customer Ops

Deliver higher quality support with better communication, visibility, and scale to create happier, more loyal customers.

Customer Support Ops Handbook
HANDBOOK

Finance Ops

At a time when budgets are tight, learn how you can up-level finance to spend smarter and more efficiently across the organization.

Finance Ops Handbook

Optimize Business Processes With Components From the Tonkean Library

Visit the Tonkean Library for blueprints on how to immediately improve key business processes like intake, onboarding, spend management, and much more.

Ready to level up your operations?