Set up your workspace
Start small.
Getting Started
Start with one real task.See the whole handoff.
Bring one form and a small crew. Use your trial to prepare the work, capture a response and review it together.
5-day free trial5 trial seatsNo card required
Includes 1,500 shared AI trial units. No automatic charge.
Getting StartedOne task. One complete handoff.•••YOUR FIRST WORKFLOW
Your first working day
01
Set up your workspaceCompany details and workspace access
02
Prepare your first formYour questions, reviewed and ready
03
Invite & assign your crewA clear assignment on a phone
Start with a small crew and a task you know.
Your workspace.Set up your workspace
Prepare it here.Put it to work out there.
Getting StartedOne task. One complete handoff.•••YOUR FIRST WORKFLOW
Your first working day
01
Set up your workspaceCompany details and workspace access
02
Prepare your first formYour questions, reviewed and ready
03
Invite & assign your crewA clear assignment on a phone
Start with a small crew and a task you know.
Your workspace.Set up your workspace
Getting StartedOne task. One complete handoff.•••YOUR FIRST WORKFLOW
Your first working day
Set up your workspaceCompany details and workspace access
02
Prepare your first formYour questions, reviewed and ready
03
Invite & assign your crewA clear assignment on a phone
Start with a small crew and a task you know.
Your first company form.Prepare your first form
Getting StartedOne task. One complete handoff.•••YOUR FIRST WORKFLOW
Your first working day
Set up your workspaceCompany details and workspace access
Prepare your first formYour questions, reviewed and ready
03
Invite & assign your crewA clear assignment on a phone
Start with a small crew and a task you know.
Your crew, ready to try it.Invite & assign your crew
The right details.Where your team needs them.
A clear place for the information, people and records behind the job.
Prepare your first form
Try your own work.
Invite & assign your crew
Get help when you need it.
Put Getting Started to work
Start with one real task.See the whole handoff.
Set up a worksite, invite your trial crew and follow one form from preparation to submission.
5-day free trial5 trial seatsNo card required
Frequently Asked Questions
Can I adapt this to our company?
Yes. Use your company procedures, people and worksite context. Review the details and access before assigning work or sharing a record.
Can I try it with my team?
The standard trial includes five days, five seats including the owner and 1,500 shared AI units. No payment card is required and there is no automatic charge. Trial seats are a trial allowance, not a permanent team-size limit.
Can one person use desktop and mobile?
Yes. The same person can use desktop and mobile with one paid seat. The workspace owner also counts as a seat.
Who reviews AI-generated content?
Your team reviews proposed answers and drafts before submitting, publishing or sharing. AI and Studio use the allowance included with the selected plan.