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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Getting Started With Toolio 

How Can I See if Toolio is Having an Outage?

Accessing Customer Support

Customer Support 

Platform

Change Event Operation Keys

Product Tips on Loading Screens

Change History Usage: Who Is Planning in Toolio?

Grid Capabilities

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Scenario Playing

Importing Presentation Profiles

Sell-Down Curves

Changing Cluster Groups and Year-Over-Year Reporting

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Intelligence

Toolio AI

What Is Tooli?

Creating and Scheduling an Agent

What Is Agent Hub?

Creating Dashboard Widgets with Tooli

Sharing a Tooli Conversation

Charts, KPI Cards, and Live Grids in Tooli

Team Memory in Tooli

Tooli

Connecting to Toolio MCP Server

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SSO Integration

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Microsoft Azure Integration

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Email Integration

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NetSuite Integration - Toolio Saved Searches

Troubleshooting NetSuite Saved Search Deployments

NetSuite Integration 

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Shopify Integration

Exchanges via Shopify

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Creating NetSuite Inventory Items & Purchase Orders From Assortment Plan

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How to Lock Receipts Through a Date

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Multi-Currency Planning in Assortment Plan

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Multiple Allocation Strategies

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