> ## Documentation Index > Fetch the complete documentation index at: https://docs.deepvista.ai/llms.txt > Use this file to discover all available pages before exploring further. # Version 1.0.2 > Set up a workbench from a template, keep raw customer context in Notes, repeat proven work with workflows, and track results in the Database. September 30, 2026 #### **1. Create a workbench for each initiative** A workbench gives each initiative one home for its context, workflows, and results. Start from a template like **Lead Research & Outreach**, or choose **Skip for now** for a blank canvas. Creating a new workbench from a template or a blank canvas Try it by clicking **Create New Workbench** on your workbench page and picking a template or **Skip for now**. #### **2. Drop raw context into Notes** Paste in discovery takeaways, interview quotes, objections, and rough thoughts as they are. Your agent searches Notes on its own to find real decision-makers and draft emails that quote actual customer problems. Pasting raw call takeaways into the Notes tab of a workbench Try it by pasting call takeaways or user feedback into the **Notes** tab of your workbench. #### **3. Run or create a workflow to repeat verified work** Refine your lead criteria and email drafts with your agent first. Once you find the angle that gets replies, turn it into a workflow and repeat it. Running a workflow and adding a new one in a workbench Try it by running a workflow in your workbench, or click **Add workflow** to automate steps that already work. #### **4. Track results in the Database** The Database records verified leads, email statuses, and booked meetings as your agent finishes tasks, so you can check results in one place. Opening the Database tab to review leads, outreach stages, and booked calls Try it by opening the **Database** tab to inspect leads, review outreach stages, and track booked calls. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.