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For founders and small teams, begin with the product you are launching. For technology sellers, begin with the business and accounts you own. Both routes lead to the same workspace and review controls.

Two routes. A new founder starts from a website URL and ends with researched companies, contacts and drafts in their own Gmail. A returning founder brings the workspace they have forward without repeating research. Each step below names the label on the screen, what is saved when it completes, what can cost money or reach a person, and what to do when it stops.

Pick your route. Start your revenue workspace from a website, or bring my existing workspace forward. The settings the readiness rail on Home counts come after both.

Sign up, and buy a seat

Two ways in. /signup with your work email sends a magic link; click it and you are in, with no password unless you set one later. Or /login and continue with Google, which skips the email round-trip.

Either way you land on your first launch rather than on an empty dashboard. Every AI step, from reading your website to the drafts, runs on an active seat: $99 per person a month, and it holds all 9 roles. There is no free tier. You can enter your website before you have a seat; the flow keeps what you entered, names the seat as the one thing missing, and buys it right there at the live price from /pricing's catalog, then reads your site from what you kept.

Bought a per-role subscription, the Founder plan, a Team on Cron bundle or a one-time plugin before this? It keeps working on the terms you bought it on. None of those is sold any more. Licensing & renewal covers how they sit alongside a seat.

Start your revenue workspace from a website

The result: a confirmed business brief, an approved customer profile, up to 10 researched companies and 5 contacts, and a draft per contact placed in your own Gmail. Nothing is sent by completing this route.

Before you begin: your website URL. A seat, for everything after the brief. Gmail connected with draft permission, for the last step only; the page tells you when.

  1. Paste your website and choose Prepare my brief. The scanner reads your site and drafts the brief in eight sections: company, products, founder, voice, customer profile, go-to-market plan, target accounts, competitors. Saved: a draft brief. Costs: nothing. If it fails: the page says the site could not be read; correct the URL, or paste a description instead, and try again. Your typed edits stay.
  2. Correct the brief. Writing fields can arrive with prepared suggestions from your context. Review them before saving or confirming. The AI Assist beside each field offers an edit you can apply or undo. For a larger revision, open Customer profile and the rest of your context and choose Review this section with AI. The proposal waits for Use this suggestion. Missing facts remain for you to confirm. What is available today? and What should the team avoid promising? guide the research and drafts that follow. A concept-stage business gets work aimed at learning and validation. Costs: preparation and assistance use your AI allowance.
  3. Choose Confirm brief and find my market. This is the confirmation that matters: the confirmed brief is the one version every role reads, and it is reused everywhere. A later rescan does not overwrite it; changes arrive as proposals you accept or reject. Saved: the confirmed brief and a launch bound to that exact version. Costs: the market research that starts now, within the launch ceiling of 30 AI calls.
  4. Read the market and choose a profile. The market step returns an estimate with its method, assumptions and sources, or says it is not established, plus up to three customer profiles, each with candidate companies and the source that named them. An optional list under Accounts or markets to exclude keeps specific domains or company names out of the companies that get researched; an excluded row still shows on the research screen, marked as such. Choose a profile and Research my first companies. Saved: the approved profile and any exclusions. Costs: company research, within the same ceiling. If it pauses: the page shows the reason; Resume market preparation retries without buying the market call again if it already finished.
  5. Let research run, then review. Companies are researched from their own websites first; one that cannot be confirmed from its own domain is held back. Contacts come from your saved contacts first; your own Apollo account is used only if you tick the consent box, for up to 5 credits. Research keeps going after you close the tab. Saved: companies, contacts and drafts, as they complete. Costs: AI calls and, only with consent, Apollo credits from your account.
  6. Approve each draft. Read the recipient and the wording; edit if you like. Check Gmail destination confirms the mailbox. Approve and place in Gmail puts the draft in that mailbox's Drafts folder and records the Gmail ID as the receipt. A second click cannot place it twice. Reaches a person: no. You send from Gmail yourself. If the receipt is uncertain: open Gmail and look before retrying; the page will not risk a duplicate.
  7. Choose Finish my launch. The Activate workspace step names each role's readiness and, if you have not bought a seat yet, offers Add your seat right there at the live price, instead of sending you back to /pricing. Already have one? It says so and skips straight to Open my workspace, which opens Home, showing the launch, the drafts waiting, and what to do next.

Detail, limits and provider requirements: Your first launch and business brief. Next: keep prospecting, or understand approval and follow-up.

Keep prospecting after the first launch

The result: up to 5 new researched companies a day saved to your workspace and your CRM, a draft per contact in your Gmail, and a monthly follow-up draft after each confirmed send.

Before you begin: Attio connected with record read and write and object-configuration read permissions (the only CRM this plan writes to today), and Gmail connected with draft and read access, so sends and replies can be seen.

  1. On the last launch step, Check Gmail destination, then review the plan and choose Start daily prospecting. Tick the Apollo box only if you want enrichment from your own account, up to 5 credits a day. Saved: the plan, bound to the confirmed brief and the approved profile.
  2. Each day the plan researches new companies, saves them and queues them for Attio, finds a contact, and places a draft in Gmail. Costs: up to 30 AI calls a day and, with consent, Apollo credits. Reaches a person: no; you send.
  3. After Gmail confirms you sent a draft, the next follow-up for that contact is due one calendar month later. A reply, a bounce, an opt-out, or your own Stop follow-ups ends the cadence for that contact.
  4. Home shows what the plan found and why, drafts waiting (Review in Gmail), follow-ups due, contacts waiting on a decision, contacts removed, and the problems in the way. Pause daily prospecting and Resume daily prospecting take effect after the current step. Retry Attio lookup is for a company whose CRM write came back uncertain; check Attio first.

The plan stops adding drafts at 25 pending and stops enrolling at 500 contacts. A disconnected Gmail or Attio pauses the dependent step and Home names the fix.

Bring my existing workspace forward

The result: your confirmed brief and current work intact, imported records reconciled, tools reconnected, and the first incomplete stage resumed, without repeating research that is still valid. Recreating the workspace is never the upgrade path.

  1. Review the confirmed brief. Open your first launch. If a brief is confirmed, the page starts from it. A rescan of your site does not overwrite it: differing sections arrive as proposals under the brief, and you accept or reject each one. Your go-to-market plan and target accounts are kept unless you replace them.
  2. Reconnect what lapsed. Connections shows each tool's state. A tool marked reconnect needed paused the work that depends on it; reconnect it and the next scheduled pass picks up where it stopped. Nothing that was already researched or sent is lost.
  3. Reconcile imported records. A CRM you connect, or a CSV you import, lands in the same store the launch writes to. Companies match on domain and people on email, so an account discovered by research and later imported from your CRM is one record, not two. Existing customers and contacts with an earlier conversation are held out of cold outreach.
  4. Keep active campaigns. A running daily plan keeps its enrolled contacts, due dates, sends and stops through any change to the brief; the plan is bound to the version you approved. Pause it from Home if you want to change direction first.
  5. Resume the first incomplete stage. Home names it: an unconfirmed brief, a market waiting for a profile, research paused with a reason, drafts waiting for review, or a plan that needs a reconnect. Research that still holds is reused; a stale company can be re-researched from its row.
  6. Assign roles when people join. Team admin assigns one or more roles to a teammate. They inherit the brief, the research and the conversations; nothing restarts. Teams and seats covers it.

The settings the readiness rail counts

Five settings make the scheduled roles read from your account. The readiness rail on Home counts the same 5. A key enables drafting; sending stays off until you turn it on, and the first launch needs neither the runtime nor the send layer.

Tell your roles about the business

Point us at your website. We read it and hand back a draft you edit and confirm, in about a minute.

This is the brief above. Every role reads it before it writes a word, so what you confirm here decides whether the work is about your market or about selling in general. A question you skip stays blank rather than being guessed at.

Add your AI provider key

Paste a key from Claude, OpenAI or OpenRouter. Your agents draft on your key, so we never bill you for inference. Nothing is sent until you turn the send layer on.

Paste the key once in your console under Settings and it covers every role you hold. Your included AI runs let you see drafting before you add one. After that, the platform runs AI work on your key and does not bill you for inference. A key makes the roles AI-ready; it does not send anything.

Connect a data source

Connect your CRM or inbox (or load sample data to try it first).

Connections are OAuth in Settings, Connect. You grant access once; we custody each token encrypted and read it only on your schedule. Revoke any of them at any time and the next run reports the source as disconnected rather than failing silently. No CRM yet? The first launch and Gmail drafts work without one; the daily plan needs Attio.

Choose where output goes

Pick where finished work lands: read it in the app, have it written to a Google Drive folder, or send it to your own self-hosted kernel. The queue is on already; choosing it tells us that is where you read your work.

The in-app queue is where scheduled work lands by default; Google Drive is optional. This is where reports land, not where a message goes. A message to a customer still waits for your approval, and the first launch's drafts land in your own Gmail.

Turn the runtime on

Flip the runtime on from the Schedule tab so your agents run on a schedule.

Until you flip this, the scheduled roles do not run. The first launch runs without it. After you flip it, each role you hold takes its scheduled pass and reports into Home. Day one is short, and that is correct: a role with nothing to say says so rather than filling the space.

When the next step is blocked