Knowledge base
Onboarding checklist for operators
Ten steps to get a team from signup to production agent workflows.
- Complete profile and workspace name in onboarding.
- Run one research task in Super Agent and save output to Library.
- Connect Gmail or Slack under Apps — start with read-only scopes if unsure.
- Invite one teammate and assign a role in Settings → Members.
- Create a Skill from a workflow you repeat weekly.
- Set one Automation for a Monday morning report.
- Review Approvals settings before enabling send-email tools.
- Add org context in Intelligence → Identity for brand voice.
- Browse Playbooks marketplace for a codeword flow relevant to your role.
- Review billing and credit usage on the Free or paid plan.