Next Steps

Now that you've set up your account and explored the platform basics, here's where to go next based on what you want to accomplish.

Build Your First Dashboard

Learn how to create dashboards, add tiles, configure data sources, and share with your team.

→ Creating & Managing Dashboards

Automate a Workflow

Build your first visual automation pipeline — connect data sources, apply transformations, and output results.

→ Building Workflows

Connect Your Data Sources

Set up integrations with databases, cloud storage, communication tools, and more.

→ Connecting Integrations

Leverage AI Features

Configure the global AI assistant, set up AI context, and explore AI-powered workflow nodes.

→ AI Features Guide

Set Up Your Team

Add users, create roles with specific permissions, and organize your team into companies.

→ Managing Users → Roles & Permissions

Configure Settings

Customize your theme, set a default dashboard, manage billing, and configure organization-wide policies.

→ Settings Overview

Explore the Reference Library

Dive deep into every feature with the comprehensive reference documentation: