Documentation

Welcome to the Pelican documentation. Pelican is an AI-powered IDE designed specifically for Revenue Operations professionals.

Installation

Pelican is currently in private beta and is not yet available for public download.

System Requirements

Pelican runs on all major operating systems.

• Windows: 10 or 11 (64-bit)
• macOS: 10.15 (Catalina) or later
• Linux: Debian, Ubuntu, or Fedora based distributions

Connecting Salesforce

Pelican uses OAuth 2.0 to securely connect to your Salesforce org.

1. Open Pelican.
2. Press Ctrl+Shift+P or click the bird icon in the sidebar.
3. Select Settings.
4. Click Connect Org under the Salesforce section.
5. Complete the browser OAuth flow.

Connecting HubSpot

Connect via a Private App Token for secure API access.

1. In HubSpot, go to Settings > Integrations > Private Apps.
2. Click Create a private app and name it "Pelican".
3. Under Scopes, select crm.objects.contacts (read/write), crm.objects.companies, and crm.objects.deals.
4. Click Create app and copy the Access Token.
5. In Pelican, go to Settings > HubSpot and paste the token.

Connecting Attio

Connect to Attio's next-gen CRM via API Key.

1. In Attio, go to Workspace Settings > Developers.
2. Click Create API Key and give it a name (e.g., "Pelican").
3. Select Read-Write permissions for the objects you want to access.
4. Copy the key and paste it into Pelican's Settings > Attio field.

Connecting Apollo & LeadMagic

Pelican orchestrates enrichment by connecting directly to your data provider APIs.

Apollo.io

1. Go to Settings > Integrations > API in Apollo.
2. Click Create New Key.
3. Copy the API key and paste it into Pelican's Settings > Apollo field.

LeadMagic

1. Log in to your LeadMagic dashboard.
2. Navigate to the API section.
3. Copy your API Key.
4. Paste it into Pelican's Settings > LeadMagic field.

Connecting Data Warehouses

For teams using modern data stacks as their source of truth, Pelican connects directly to your warehouse.

Snowflake

1. In Pelican, go to Settings > Data Sources > Snowflake.
2. Enter your Account URL, Username, and Password (or Key Pair).
3. Select your default Warehouse and Database.
4. Pelican will introspect your schema automatically.

Supabase

1. Go to Settings > Data Sources > Supabase.
2. Enter your Project URL and Service Role Key (for write access) or Anon Key (for read-only).
3. Pelican connects via the PostgREST API to enable natural language querying of your tables.

Querying Data

Pelican goes beyond simple queries. You can chain together actions across multiple platforms in a single conversational command.

Example: Building a Salesforce Query

Instead of navigating Salesforce Reports, just ask Pelican:

Orchestrating Workflows

Pelican shines when you need to cross platform boundaries:

Building Reports

Pelican allows you to build complex reports using natural language. You can visualize data, create charts, and export results.