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Quickstart

This guide takes you from a new account to your first practical Odella setup. The goal is not to automate everything at once. Start with one worker, one responsibility, and one repeatable task your team already understands.

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1. Create your account

1

Sign in with your work account

Use Google, Microsoft, or email to create your Odella account.
2

Verify your email

Confirm your email address so your workspace can be created securely.
3

Complete your workspace details

Add basic information about your organization so Odella can tailor the workspace to your team.

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2. Understand the workspace

After signing in, Odella opens to the workforce area. This is where you create and manage the workers that make up your AI workforce.

Workforce

Create, hire, and manage AI Employees with clear roles, responsibilities, tools, and work history.

Workflows

Build reusable processes that workers can run when completing assigned tasks.

Templates

Turn recurring documents into reusable PDF or DOCX templates.

Documents

Store files, research, and private knowledge that workers can reference.

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3. Choose your first use case

Pick a process that is clear, repeatable, and easy to review. Good first use cases usually have a known input, a known output, and a person who can check the result.
  • Preparing a recurring report from source documents
  • Summarising intake information into a structured format
  • Drafting a document from an approved template
  • Checking a file for missing information
  • Routing a request to the correct person or workflow
  • Processes with unclear ownership
  • Work with no review criteria
  • High-risk decisions without human approval
  • One-off tasks that do not repeat often

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4. Create or hire a worker

In Odella, workers are most useful when they have a narrow role and clear responsibilities.
1

Open Workforce

Go to Workforce and choose Add Worker.
2

Define the role

Give the worker a plain-language role such as “Intake Assistant”, “Report Reviewer”, or “Finance Admin Worker”.
3

Add responsibilities

Describe what the worker should do, what it should avoid, and when a human should review the output.
4

Connect capabilities

Attach the workflows, templates, documents, and tools the worker needs to complete the task.
A strong first worker has one job. You can always expand its responsibilities after your team trusts the workflow.

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5. Connect the work system

A useful worker usually needs three things:

Knowledge

The policies, files, examples, and business context it should use.

Workflow

The repeatable process it should follow from input to output.

Review

The human checkpoint that confirms the work is correct before it matters.

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6. Run, review, and improve

Once the worker is configured, run the task on a real but low-risk example. Review the result, update the worker’s instructions, and improve the workflow until the output is consistent.
Odella works best when treated like onboarding a new teammate: start with context, assign a narrow responsibility, review early work, then increase trust over time.

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Next steps

Workforce overview

Learn how workers are managed across roles, capabilities, working hours, and work history.

Workflow overview

Learn how to build and maintain the workflows your workers use.

Template overview

Learn how templates help your team create consistent documents quickly.

Security

Review the controls that help keep your workspace governed and secure.