Getting Started

This guide walks you through setting up your workspace and getting value from Alma quickly.

Quick overview

Here’s what happens when you start using Alma:

1. Create a workspace — Set up your organization and invite your team.
2. Connect your sources — Link Gmail, Slack, Google Calendar, and other channels.
3. Alma builds your memory — AI processes your communications and extracts people, companies, deals, and relationships.
4. Review your queue — Action items that need your attention appear for review.
5. Set up agents — Automate recurring workflows like weekly summaries, deal tracking, or email triage.

Next steps

• Create your workspace
• Connect your sources
• Navigate Alma