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Setting up your account

A walkthrough of the onboarding flow when you first sign in to uman

When you sign in for the first time, a short setup gets you going. Each step shows a live preview on the right.

👋 1. Welcome

Add your name and role, and pick your Language. uman uses this language for everything it generates for you: meeting prep, follow-ups, outreach messages, and other assets.

🏢 2. Add your accounts

Search and add the companies you work with, so uman can start finding new business and expansion opportunities. No accounts yet? Choose Continue without accounts and add them later.

📅 3. Connect your calendar

Sync your meetings so uman can prepare you, capture conversations, and guide follow-ups. Connect your calendar, or Skip for now.

✅ 4. You're all set

Your workspace is ready. Scan the QR code to get the uman mobile app for recording in-person meetings, then click Done to land on your homepage. New to the app? See Getting started with the mobile app.

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