The essentials for your first workflow.
This getting-started collection explains how to scope and evaluate work. For account-specific controls, available integrations, and billing details, use your workspace or contact the team. These guides are not a substitute for current product settings.
Before you begin
Confirm you are in the right workspace and using an account you are authorized to connect. Pick a non-sensitive first task with a reviewer and a clear output. Know where a finished draft should appear and which actions require a separate approval.
When something is missing
Do not fill an access gap by pasting credentials or confidential material into a broader channel. Check the source account, the relevant permission, and whether the requested action is supported. If a source remains unavailable, narrow the task or mark the result incomplete.
Find your next useful step.
Each page includes a concrete example, practical checks, and the decision that stays with a person.
Your first week with an AI coworker
A five-day plan for trying one useful workflow, reviewing real outputs, and deciding what deserves a second week.
Read the guide 02 / Better delegationHow to write a useful AI work brief
Turn a loose request into a brief with a purpose, source boundary, usable output, and explicit stopping point.
Read the guide 03 / Human reviewDesign an approval checkpoint that works
Build a review handoff that shows the action, audience, evidence, and consequences before anyone approves it.
Read the guide 04 / Pilot evaluationMeasure whether a workflow pilot helps
Evaluate an AI workflow with comparable examples, quality checks, and the full cost of human review.
Read the guide 05 / Workflow selectionChoose your first AI coworker workflow
Choose a first workflow by weighing repetition, available evidence, review effort, and the consequence of an error.
Read the guide 06 / Repeatable operationsMake recurring AI work reliable
Define freshness, run identity, exception handling, and ownership so recurring preparation stays useful over time.
Read the guideNo pages match that search. Try “review”, “client”, or clear the search.