> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bitscale.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating your first grid

> Learn how to create your first Grid in Bitscale. Explore all available data sources, from company and people lookups to intent-based signals, and organize your workflows into workbooks for seamless outbound management.

### Overview

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Your **Grid** is the foundation of every workflow in Bitscale.\
It’s where you collect, enrich, analyze, and act on your data — whether you’re building lists from scratch, importing your CRM records, or setting up intent-based sources.

This guide walks you through:

* The types of **data sources** available on Bitscale
* How to **create your first grid**
* How to **organize grids into workbooks** for easier workflow management

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### **What Is a Grid?**

A **Grid** in Bitscale is like a dynamic spreadsheet that powers your outbound and research workflows.\
Each grid represents one dataset — e.g., a list of companies, contacts, or intent signals — and can connect to other grids or enrichments.

You can create grids from:

* Internal databases
* External sources (e.g., HubSpot, Salesforce, LinkedIn)
* Uploaded files (CSV, Excel)
* Webhooks and custom APIs

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### **Creating Your First Grid**

1. Log into your **Bitscale Dashboard**.
2. Click on **New Grid** (top navigation bar).
3. You’ll see a categorized list of available data sources:

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### **1. Company-Level Data Sources**

Use these to create or import **account-level datasets**:

* **Find Companies** — Query Bitscale’s internal database with filters (industry, size, location).
* **Google Maps Search** — Ideal for local or SMB prospecting.
* **HubSpot Companies** — Import leads directly from your CRM using filters.
* **LinkedIn Sales Navigator** — Copy your filtered search URL and paste it into Bitscale (no cookie sharing needed).
* **De-anonymization Services (Factors)** — Identify anonymous website visitors.
* **Company Lookalikes** — Find similar companies to your existing customers.

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### **2. People-Level Data Sources**

For contact-level list building:

* **Find People (Internal Database)** — Search directly from Bitscale’s 300M+ contact database.
* **LinkedIn Sales Navigator (People)** — Import filtered searches from your LinkedIn account.
* **HubSpot Contacts** — Import leads from your CRM lists.

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### **3. Intent-Based Data Sources**

Capture **real-time buying intent** and engagement:

* **Find People from LinkedIn Post** — Scrape commenters and reactors from any LinkedIn post.
* **Find Companies Hiring for a Specific Role** — Identify companies hiring for roles your product complements or replaces.

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### **4. Other Data Sources**

For specialized or incoming data:

* **Webhook Imports** — Receive data or alerts directly from external software.
* **Salesforce Reports** — Pull reports and datasets into Bitscale automatically.
* **Apify Actors** — Import data from web automation workflows.
* **HubSpot Lists / CSVs / Excel Files** — Import static or exported data for enrichment.

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### **Example: Creating a Company List**

1. Go to **New Grid → Find Companies**.
2. Apply filters like:
   * **Location:** United States
   * **Industry:** Software
   * **Headcount:** 200–500
3. Click **Preview Results**.
4. Select **Import to New Grid** to create your first dataset.

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### **Organizing Grids into Workbooks**

A **Workbook** is a collection of related grids grouped under a single view — perfect for organizing multi-step workflows.

#### **How to Create a Workbook Automatically**

When exporting data between grids (e.g., accounts → contacts):

* Use **Export Leads** to a new grid.
* Bitscale automatically creates a **Workbook** containing both grids.

#### **Manual Workbook Setup**

If you want separate but related grids (e.g., regional datasets):

1. Go to **Data Sources** → Select another data source.
2. Import a new grid (e.g., “Europe” companies).
3. Bitscale will automatically group both grids into one workbook (e.g., *North America + Europe*).

> 💡 You can mix different data types — a company grid, an intent signal grid, and a contact grid — under the same workbook for one outbound use case.

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### **Best Practices**

* Save frequently used filters to speed up list creation.
* Use separate grids for different geographies, industries, or ICP segments.
* Organize grids into workbooks for structured, end-to-end workflows.
* Always preview before importing to avoid unnecessary credit usage.

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### **Summary**

Grids are the starting point for all Bitscale workflows. Whether importing from a file, CRM, or intent-based source, you can combine multiple grids into **workbooks** to manage complex, multi-step outbound processes — all from one unified interface.

For setup assistance or workflow ideas, reach out to the Bitscale support team.

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