Winston · self-serve guide
Put Winston to work.
Find what needs attention, understand the evidence, and turn a useful result into a repeatable workflow.
LATEST · Winston connects to QuickBooks Online · See what's new
Start here
01
Quick start
Open the right workspace and finish one useful piece of work.
02
Overview
Read a finding, check its evidence and decide what to do next.
03
Asking Winston
Scope a request, then check what came back.
04
Review and approve
Review, approve and confirm are three separate steps.
05
Connect your tools
What a connection allows, and how to verify it before relying on it.
06
Troubleshooting
What you see, and what to do about it.
Daily work
01
Monitoring settings
Areas, sensitivity and standing instructions, and what to do when a note fails.
02
Cards and statuses
What each label means, and the three clocks behind every number.
03
Daily and weekly routine
A small routine you can keep, built around decisions you already make.
04
Reconcile a number
When a figure disagrees with your POS, compare definitions before conclusions.
05
Invoice review
Extraction, product matching and submission are three different steps.
Repeat useful work
01
Reusable skills
Save a method you trust, then prove it does what you agreed.
02
Request a custom monitor
Describe the check you want, then verify what was actually saved.
03
Automation
Schedules, deliveries and what runs without you.
04
Scheduled-task failures
Tell a failed run apart from a failed delivery before you retry.
Reference
01
Prompt library
Every starter prompt, by category.
02
What Winston can do
The jobs Winston already knows, by area of the business.
03
Data coverage
Connected is a starting point, not proof the data supports the job.
04
Account and access
Roles, invites, credits, billing and data handling.
05
The screens
A guided tour of the left menu, with screenshots.
06
How-tos
Short recipes for the things people ask for most.
07
Glossary
The words you meet in your first session, in plain English.
08
FAQ
Straight answers to the questions operators actually ask.
09
What's new
Every feature, improvement and fix an operator would notice, newest first.
The cheat sheet
01Find a priority: open Overview, expand a card and check its source date.
02Ask a question: name the store, dates, timezone and result you want.
03Check an answer: review scope, calculations and missing data; distinguish estimates from observed results.
04Review an action: inspect its preview, destination and approval requirements. A chat request or scheduled delivery may use a different route from Work Audits.
05Reuse good work: save a method as a skill or set up a supported scheduled task; verify what was actually saved.
06Find outputs: check the conversation, Library or the named delivery destination.
07Check cost: use your workspace's Billing, Usage and Earn credits pages for current balances and terms.
New to the product with no connected data? Learn Winston includes public-information tasks where available. For a routine to build on, see Daily and weekly work.