Creating Your Workspace

A workspace is your team’s shared environment in Alma. All sources, memory, agents, and settings are scoped to your workspace.

Sign up

1. Visit the Alma app and click Sign Up.
2. Create your account using your email address or sign in with Google.
3. After verifying your email, you’ll be prompted to create your first workspace.

Create your organization

When setting up your workspace, you’ll provide:

• Organization name — The name of your team or company. This appears throughout the app and can be changed later.
• Website (optional) — Your company’s website. Alma uses this to learn about your organization during setup.

Once created, Alma launches a guided onboarding chat to walk you through setup.

Onboarding chat

When you create a new organization, Alma opens a chat-based setup flow. The agent will ask a few questions — your role, team size — then guide you through:

1. Connecting integrations — Link Slack, Gmail, Linear, or other tools you use.
2. Setting up your first responsibility — Choose from a set of starter templates to automate a recurring task right away.
3. Inviting team members — Add colleagues to your workspace before finishing setup.

You can skip any step and return to it later. If setup is interrupted, Alma resumes from where you left off the next time you open the app.

Once setup is complete, you’ll land on your workspace home page.

Invite your team

Alma works best when your whole team is connected. To invite members:

1. Go to Settings → Members.
2. Click Invite Member.
3. Enter their email address and select a role:
   • Admin — Full access to all workspace settings, members, and configuration.
   • Member — Can use all features but has limited access to workspace-level settings.
4. The invited person receives an email with a link to join your workspace.

Each team member connects their own sources (like their personal Gmail or Slack account), and Alma incorporates their communications into the shared organizational memory.

Next steps

Once your workspace is set up, connect your sources to start building your organizational knowledge.