Get Started with Sanka
Sanka is the back office for AI agents. Claude and Codex can safely run quotes, invoices, purchasing, inventory, and accounting with permissions, approvals, and logs.
Last updated: May 16, 2026
Sanka is the platform that helps AI agents such as Claude and Codex run company back-office work safely. This guide walks first-time users through creating an account, connecting an AI agent, preparing the data each workflow needs, running the first workflow, and reviewing logs and reports.
Basics
- Create an account — Set up your Sanka account
- Invite and manage users — Add team members and manage permissions
- Admin onboarding — Initial setup checklist for workspace owners
1. Connect your AI agent
- Claude setup — Set up the Claude and Sanka integration
- Codex setup — Set up the Codex and Sanka integration
2. Run operations
Run operations in Sanka
- Customer & Vendor Management — Bulk-import customers, vendors, and contacts via CSV
- Product & Service Management — Bulk-import products, services, SKUs, pricing, and inventory info
- Deal management — Review deals, stages, probability, and next actions
- Quote creation and sending — Create quotes from deal context, then move through order creation
- Billing management — Invoicing, payment confirmation, reconciliation, and accounting
- Subscription management — Recurring billing, cancellation handling, and KPI tracking
- Procurement and purchasing — Supplier management, purchasing, receiving, and accounting
- Inventory management — Stock movements and discrepancy reduction
- Expense reimbursement and approval — AI capture, approvals, and reimbursement prep to prevent misses
- Expense management — Auto-route approvals by amount
Run operations from HubSpot
- Connect HubSpot — Connect HubSpot companies, contacts, and deals to Sanka
- Set up CPQ with HubSpot — Connect HubSpot deals to quotes, approvals, orders, and invoices
- Move from Salesforce to HubSpot — Review the practical path for moving CRM operations to HubSpot and Sanka
3. Review logs
Sanka keeps a record of what users and AI agents did. Review logs to confirm who ran each action, which permissions applied, and how the workflow affected your business data.- Workspace logs — Review user and AI agent activity
