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    Start with your intake

    Help your AI employee understand your business before you ask it to do the work.

    Reviewed September 10, 2026

    Your first step is a conversation about your business. You do not need perfect documents or a polished brief. Bring what you know; name what you are still figuring out.

    How do I start?

    Section titled “How do I start?”

    You need access to your AI employee for intake. If you have your access link, begin with the intake guide. Otherwise, open your handoff and follow the access guide below.

    Begin your intake
    Open your employee

    Find the right access link, sign in, and establish where you will work and review results.

    Read the guide
    Have your intake conversation

    Give your AI employee the business context it needs to help you well.

    Read the guide
    Bring useful business context

    Add a few current sources that help your employee understand your work.

    Read the guide
    Check your employee’s understanding

    Correct the shared picture before it becomes the basis for real work.

    Read the guide
    Finish your first useful job

    Turn simple meeting notes into a follow-up you can review and use, without connecting another service.

    Read the guide