The onboarding checklist

A guided checklist that helps new teams connect their first apps, invite teammates, and set up their first AI Employee.

2 min read

What this page is for

When you create a brand new team on Zenning, we show an onboarding checklist on your dashboard. It is there to help you get from an empty account to something useful in a few minutes.

What’s on the checklist

  1. Add Zenning to Slack and choose which channels it joins — the fastest way to put it to work where your team already talks.
  2. Connect your first app — usually your calendar, email, or a messaging tool.
  3. Invite your teammates so they can share workspaces with you.
  4. Create your first workspace for a specific project or team.
  5. Try an example prompt to see how Zenning uses your connected apps.
  6. Set up your first AI Employee to handle recurring work automatically.

Skipping or re-opening the checklist

You can close the checklist at any time with the X in the corner. If you dismiss it by accident, admins can re-open it from Organisation Settings → General.

TipNew to Zenning? Start with Add Zenning to Slack — see the Using Zenning in Slack guides — then come back for the rest. You do not have to finish the checklist in order.

Questions this guide didn’t answer?

Get in touch and we will help walk you through it.