Quick Start
Goal
After login, the new Launchpad lets you pick one of four paths:
- Quick Capture: save a URL or note into Inbox first
- Report Workspace: prepare input, choose a template, run the first report
- Intel Center: choose a playbook and create the first watchlist
- Procurement: choose tender/policy scope and turn on monitoring
Onboarding only includes actions with immediate payoff. It does not wait for signals, briefs, or opportunities to arrive.
Recommended path: Capture → Report
This is the fastest and most reliable first-use path right now.
Step 1: Complete one Quick Capture
- Open Quick Capture
- Paste one URL or one text note
- Click Capture
The system will automatically create your Inbox and hidden Quick Capture source. You do not need to understand the library / source model first.
Step 2: Prepare the first report input
After a successful capture, the first Report Workspace step is usually already complete.
If you already know the ongoing source you want, go to Sources instead:
- create a source manually
- use the AI Source Wizard
Step 3: Prepare the first template
The lowest-friction paths are:
- Template Library for a system template
- AI Template Wizard for a generated starting point
Starting from a blank template is no longer the recommended first-use path.
Step 4: Run the first report
Once the template is ready, run one real report.
Onboarding completes when the first report succeeds, not when you merely open a page.
Intel / Procurement paths
If your goal is continuous monitoring rather than immediate report generation, go straight to Intel or Procurement.
Intel Center
Intel onboarding only requires:
- choose a playbook
- create the first watchlist
That is enough to complete onboarding. Waiting for signals or briefs is not part of the first-use flow.
Procurement
Procurement onboarding only requires:
- choose the scope: Tender / Policy / Both
- create the first procurement watchlist
It also finishes immediately after setup. Waiting for opportunities is not part of onboarding.
Next Steps
Report Workspace
- Source Overview - Learn about 8+ data source types
- Report Generation - Learn multi-step template design
Intel / Procurement
- Open Intel Center for signals, review, and briefs
- Open Procurement for tender and policy tracking
Post-onboarding exploration
- Ask - Knowledge base Q&A
- Trigger Inbox - Natural language report triggering via email