Getting Started with Tectra
Complete guide to setting up and using your Tectra AI teammate
Getting Started with Tectra
Welcome to Tectra! This guide will walk you through everything you need to know to get your AI teammate up and running. By the end of this guide, you'll have a fully configured account ready to automate your workflows and boost your productivity.
Overview
Tectra is an AI-powered automation platform that acts as your intelligent teammate. It can:
- Integrate with your favorite tools and platforms
- Automate repetitive tasks through workflows
- Respond to commands in meetings, Slack, and through our web interface
- Make intelligent decisions based on context and data
What You'll Accomplish
In this getting started guide, you'll:
- Create and verify your Tectra account
- Complete the guided onboarding process
- Set up billing to unlock all features
- Add your first integrations
- Create your first workflow
- Start using Tectra across different platforms
Let's get started!
Step 1: Create Your Account
Getting started with Tectra is quick and easy. You have two options for creating your account:
Option A: Sign up with Google
- Go to Tectra's sign-in page
- Click the "Sign up with Google" button
- Choose your Google account and authorize Tectra
Option B: Register with Email
- Go to Tectra's sign-up page
- Fill out the registration form with your details:
- Full name
- Email address
- Secure password
- Click "Create Account"
Step 2: Complete Onboarding
Once you're logged in, Tectra will guide you through a personalized onboarding process. This is designed to be self-explanatory, and you'll be asked about:
- Your profession or role
- Which tools and platforms you currently use
Important: Your profession selection will be used to generate 2-3 example workflows tailored to your needs, so choose the option that best matches your role.
Next Steps
Once you've completed account creation and onboarding, you're ready to move on to the core setup steps:
Set Up Billing
Activate all features by setting up your billing tier
Add Integrations
Connect Tectra to your favorite tools and platforms
Create Workflows
Learn about workflows and create your first automation
Start Using Tectra
Use Tectra in meetings, Slack, and the web interface
Need Help?
If you run into any issues during setup, don't worry! Our documentation covers every step in detail, and each section builds on the previous one to ensure you have everything configured correctly.
The most important thing to remember is that Tectra is designed to be intuitive and user-friendly. Take your time with each step, and you'll have your AI teammate ready to help in no time.