Quickstart

Get to real work quickly

flowchart LR
    NewWorkspace[New workspace] --> Baseline[Clear baseline]
    Baseline --> FirstWorkflow[First real workflow]

Quickstart is the shortest safe path from a new workspace to work the team can actually rely on. The goal is momentum without skipping the decisions that create governance drift later.

Avoid cleanup later

mindmap
  root((Quickstart value))
    Clear ownership
    Better first records
    Fewer rollout mistakes

Following this path helps teams:

• assign ownership before settings and permissions drift
• start with the right records instead of trying to map the whole product at once
• set review expectations before AI-assisted or approval-sensitive work begins

Follow a sensible rollout

flowchart TD
    A[Assign admin owner] --> B[Configure baseline access and settings]
    B --> C[Choose the first real workflow]
    C --> D[Create the initial records]
    D --> E[Confirm review and approval expectations]
    E --> F[Add integrations if needed]

Use this rollout order:

1. confirm who owns workspace administration
2. review Overview, Entity Views & Forms, and Roles & Workflows
3. configure the first user, access, and preference baseline
4. choose the first record flow the team will actually maintain
5. align on review, approvals, revisions, and AI-assisted work before scaling usage

Know where to start

journey
    title Fastest useful path
    section Core setup
      Overview: 5: Team
      Workspace baseline: 4: Team
    section First workflow
      Trial or document setup: 5: Team

The first pages most teams need are:

• Overview
• Preferences
• Trials, Documents, or Evidence Packs, depending on the first workflow
• Plans & Limits when the team is already asking usage, packaging, or integration-boundary questions