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FAQ Checklist

9/100

FAQ Checklist

9 of 100

Getting started

Your setup checklist.

Seven steps from sign-up to your first shipped workflow. Tick each one off as you go — we'll keep your progress saved on this device.

Progress0 of 7 completed

Set up your account profileComplete your profile with name, company, and avatar. This helps teammates recognize you and improves collaboration. You can update your profile anytime from Settings.

Invite your team membersAdd team members by email to collaborate on projects. They receive an invitation link with onboarding instructions. Assign roles and permissions during the invite, and members appear in your dashboard immediately.

Create your first projectProjects organize work into manageable containers. Click New Project, pick a template or start from scratch, and invite collaborators. Each project gets its own settings, permissions, and activity feed.

Configure API keysGenerate API keys from Settings → Developer. Each key supports scoped permissions for security. Store keys securely and never commit them to version control. Rotate keys without downtime using staged rotation.

Set up webhook endpointsConfigure webhooks to receive real-time notifications for events. Specify your endpoint URL and select event types. We send a verification request to confirm your endpoint, and payloads include signatures for verification.

Integrate with your existing toolsConnect through our integrations marketplace. We support Slack, GitHub, Jira, and 50+ other platforms. Most integrations use OAuth and take under two minutes. Custom integrations are available via our REST API.

Test your first workflowRun a test workflow to verify your setup. Use sample data or your own. Monitor execution in real time with our debugging tools, check logs for errors, and adjust configuration as needed. Most workflows complete in under five seconds.