Getting Started
This section helps new users decide where work should live, how to get productive quickly, and how to avoid mixing one-off tasks with long-term document operations.
What this section covers
- How to decide between public tools, My Files, workspaces, AI assistants, and hiring workflows.
- The fastest path from signup to first successful outcome.
- How to structure your first folders, permissions, and recurring workflows.
- How to avoid common early mistakes such as putting operational work into one-off flows.
Recommended sequence for new teams
- 1
Start with one real document problem rather than trying to learn every feature at once.
- 2
Decide whether the first workflow is personal, collaborative, AI-driven, or intake-driven.
- 3
Set up the minimum structure needed to repeat the workflow successfully.
- 4
Add automation, indexing, or external links only after the basic file path is clear.
Start here
Early-stage FAQs
Should I start with tools or workspace?
Start with tools if the need is urgent and isolated. Start with workspace if the files will matter later, involve teammates, need external collection, or will be queried by AI repeatedly.
When should I think about automation?
Usually after a process has already repeated enough times that the inputs, outputs, and review steps are stable. Automating too early often hardcodes confusion instead of saving time.