Getting started
What is the Complete Your Workspace checklist?
The six setup steps on the Overview page that switch on your AI organization, and what each one unlocks.
1 min read
The six steps
The checklist sits at the top of Overview until every step is done. Each one links straight to the page where you finish it.
- 01Invite Human Team Members. Opens Teams. Even one reviewer makes approvals meaningful.
- 02Add AI Team Members. Opens AI Staff. Hiring your first staff member also creates the Orchestrator.
- 03Add Organizational Knowledge. Opens the Knowledge Center. This is what agents cite.
- 04Define Organization Goals. A short form on Overview. Agents use it to prioritise and to write their stand-ups.
- 05Connect Social Accounts. Opens Settings, then Social. Nothing publishes without at least one.
- 06Create Your First Content. Opens the composer.
What each step unlocks
Team members turn on approvals and the Agent Inbox review flow. AI staff turn on the Orchestrator, Agent Activity and Agent Logs. Knowledge turns on citations in every AI output. Goals shape what agents propose. Social accounts turn on scheduling, publishing and Analytics. The first post populates the Calendar and the pipeline on Overview.
The checklist disappears once all six are done. You can redo any step from its own page at any time; the checklist is a guide, not a gate.
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Set up your workspace in 10 minutesFrom sign-up to a scheduled post: create the workspace, let Ellum build your brand profile, connect one social account.Take the product tour (and resume it later)An eight-stop guided walkthrough with narration. Skip it, resume it, or restart it from the user menu whenever you like.