# 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.
- [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.
- [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.
- [AI Adoption](https://help.gowindmill.com/features/analytics/ai-adoption.md): See exactly how AI tools are being adopted at your company. Track active users, the breadth of tools each person uses, and growth trends across Claude, Codex, and Cursor.
- [Explore](https://help.gowindmill.com/features/analytics/explore.md): Build your own analytics view by picking any stats Windmill collects, filtering by employee, and charting the result however you want. Export the underlying data to CSV when you need it.
- [Analytics](https://help.gowindmill.com/features/analytics/index.md): Explore how your team adopts AI tools, how much they engage with Windmill, and any custom stats you want to slice — all from the Analytics section of the Windmill Dashboard.
- [Product Usage](https://help.gowindmill.com/features/analytics/product-usage.md): Measure how your team is using Windmill itself — overall engagement, feature-by-feature adoption, and how much value Windmill is delivering through feedback and pulse responses.
- [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 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 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 recaps, 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.
- [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 Members](https://help.gowindmill.com/org-chart/inviting-team-members.md): Add and invite people to Windmill, manage pending invitations, and control how new 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.