Layer UI Guides
11 step-by-step how-to guides for setting up Layer UI, migrating from other tools, and running better remote-team operations.
How to set up a CRM in 10 minutes (Layer UI)
Step-by-step guide to going from zero to a working CRM with contacts, pipeline, and AI follow-ups in under 10 minutes.
10 minutes · 6 steps
How to migrate from Notion to Layer UI
Complete migration guide: export Notion databases, import contacts and tasks, transfer docs, and run a clean cut-over in one business day.
4 hours (typical) · 8 steps
How to migrate from Slack to Layer UI
Export Slack channels, import into Layer UI's chat module, redirect old links, and complete the migration over a weekend.
1 weekend · 7 steps
How to onboard a new team member to Layer UI
A first-week onboarding playbook for adding a new person to a Layer UI workspace — accounts, access, knowledge transfer, and 1:1 cadence.
2 hours of setup; first week of ramp · 7 steps
How to run async weekly standups in Layer UI
Replace synchronous standup meetings with an async standup channel, AI weekly digests, and a clean blockers triage flow.
15 minutes per person per week · 6 steps
How to build an AI-powered sales workflow in Layer UI
Set up an end-to-end sales workflow where AI handles lead enrichment, follow-up drafting, and pipeline summaries.
30 minutes · 6 steps
How to set up project boards in Layer UI
Create kanban-style project boards with sprints, AI task generation from notes, and CRM-linked deliverables.
15 minutes · 6 steps
How to replace a spreadsheet CRM with Layer UI
Migrate a spreadsheet-based customer list to a real CRM in under 30 minutes — without losing any data or context.
30 minutes · 7 steps
The Remote Work Stack 2026: What Small Teams Actually Use
A pillar guide to the modern remote-team SaaS stack — what each layer does, what to buy, what to skip, and how to consolidate to one workspace in 2026.
20 minute read · 6 steps
Notion vs Slack: Which One Should Your Team Adopt First (or Replace Together)?
A decision guide for small teams choosing between Notion and Slack — or considering replacing both with one workspace. With a 5-question scorecard.
15 minute read · 6 steps
The Small Team SaaS Stack: Lean Tooling for 5–20 Person Teams
A pillar guide to a lean, modern SaaS stack for 5-20 person teams. Covers the seven categories that matter, what to buy, what to delay, and total cost.
18 minute read · 8 steps