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.