Setup Checklist for New Users
Here’s everything you need to get up and running.
1. Create Your First Site
Set up a site to give your content a home.
- Go to Sites and click + New Site.
- Add a site name, domain, and description.
- Upload a site icon to keep things organized.
2. Build Your Brand Voice
Define how your content should sound.
- Go to Brand Voice and click + New Brand Voice.
- Fill out your tone, style, structure, keywords, and target audience, or write Custom Instructions entirely of your own.
- Save your Brand Voice to use it across articles, newsletters, and more.
3. Set Up A Datastream
Feed the system the right information for smarter content.
- Head to Datastreams and click + New Datastream.
- Choose either Article or Inspiration and establish an ideal timeframe of source material to scrape.
- Add Filter Groups of either Items (keywords) or Sources and score them.
- Save and preview to make sure your stream is pulling the right inspiration.
4. Automate with Workflow
Make the process smoother by setting up automations.
- Head to Workflows.
- Build a simple sequence, for example: sourcing → writing → editing for AI → publishing.
- Connect it to your existing tools if needed.
5. Upload or Import Media
Get your images and assets ready.
- Open Media Manager and click + Add Media.
- Upload your own images or pull from other digital libraries.
- Organize assets into folders for easy access later.