How setup works

1. Before you buy

   Draw your office on the home page, or tell us how your week goes in the week check. There's nothing to install, and we don't ask for your email.

   You
2. Day one

   One call with our team. You tell us who does what, which jobs to start with and who may see the money.

   You and our team
3. Day one

   We connect your tools one at a time, and you tell us who can see each one.

   Our team, with whoever signs in to each tool
4. The first two weeks

   Each new desk starts in Shadow. For its first 14 days it only shows what it would have done.

   The desk
5. After that

   Someone on your team moves it to Supervised. Every draft waits for a person's yes.

   The desk's owner on your team
6. Once it has earned it

   It can work on its own. Only what your rule allows, after 30 decisions in a row with at most one corrected. You can move it back any time.

   The desk's owner on your team
7. Every month

   You get a report on what each desk did and how often your team corrected it.

   Our team
8. Any time

   Ask for another desk in plain words, and our team drafts it with you. It starts in Shadow like the rest.

   You and our team

Draw my officeOr tell us how your week goes