Getting started
The onboarding checklist
A guided checklist that helps new teams connect their first apps, invite teammates, and set up their first AI Employee.
What this page is for
When you create a brand new team on Zenning, we show an onboarding checklist on your dashboard. It is there to help you get from an empty account to something useful in a few minutes.
What’s on the checklist
- 1
Connect your first app — usually your calendar, email, or a messaging tool.
- 2
Invite your teammates so they can share workspaces with you.
- 3
Create your first workspace for a specific project or team.
- 4
Try an example prompt to see how Zenning uses your connected apps.
- 5
Set up your first AI Employee to handle recurring work automatically.
Skipping or re-opening the checklist
You can close the checklist at any time with the X in the corner. If you dismiss it by accident, admins can re-open it from Organisation Settings → General.
Tip: You do not have to finish the checklist in order. Start with whatever your team actually needs first.