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Documentation Index

Fetch the complete documentation index at: https://preflight-ee1e633f.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

This checklist gets a small team from zero to a credible pilot: verified accounts, a safe place to collaborate, and one integration proving data can flow in and out. Adjust order if your security team requires SSO before invites.

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Before you begin

  • A verified email you can access
  • Admin access if you are enabling SSO later
  • Rough idea of who belongs in the pilot (five to fifteen people is typical)
If you are migrating from another tool, keep a CSV of users and roles handy—you will move faster than recreating access from memory.

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Steps

  1. Create your organization — Pick a name your team will recognize in notifications. Avoid internal codenames if customers might see the name on shared artifacts.
  2. Invite teammates — Start with a small pilot group before rolling out widely. Ask them to accept within a week so you are not debugging expired invites during launch.
  3. Connect one integration — Choose Slack or your CRM to see data flow end to end. Validate credentials in a sandbox or test channel first.
  4. Create a first project — Use it as a sandbox for workflows and permissions. Seed a few realistic tasks so demos feel grounded.

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Time checks

If any step waits on IT (DNS, SSO metadata, firewall rules), parallelize what you can—draft project structure while tickets move.

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Next steps

Review sign-in and security and explore the workspace guides when you are ready to tighten access. Consider a short retro after week one: what confused newcomers, which doc they opened first, and whether search surfaced the right page.