Quickstart

This guide walks a new admin from sign-up through the first successful Run. Expect about 10–15 minutes if you already have credentials for one external tool (HubSpot, Salesforce, GitHub, etc.).

Before you start

Optional but recommended: create Environments for staging vs production before publishing schedules.

1. Create your account

1. Sign up at gravitre.app
2. Verify your email
3. Complete onboarding — role, team size, and first goal help tailor suggestions

2. Set up Environments

1. Open Settings → Admin → Environments (/environments)
2. Confirm default environments (for example staging and production)
3. Note which environment is active in the top bar — workflows and Activity are scoped to it

Use staging for dry-runs and template testing; switch to production only when connectors and approvals are ready. See Environments.

3. Connect your first Connector

1. Sidebar → BUILD → Connectors (/connectors)
2. Pick a vendor (HubSpot is a common first choice)
3. Click Connect and complete OAuth or paste API credentials
4. Wait until status shows Connected — not Pending or Error

Vendor-specific steps: HubSpot, Salesforce, GitHub, or the full list on Connect integrations.

Verify the connection

• Open the Connector detail page — sync timestamp should update after first sync
• Optional: trigger manual sync via UI or POST /api/connectors/{id}/sync

4. Run your first automation

Choose one path below. Most teams try Gravitre AI (Execute mode) first, then save work as a workflow.

Option A — Gravitre AI, Execute mode (fastest)

1. Sidebar → Gravitre AI (/ai?mode=execute)
2. Enter a concrete instruction, for example:

List my three most recent HubSpot deals and summarize next steps for each.

3. Review the action plan — steps, suggested connectors, approval badges
4. Approve steps that require human confirmation
5. Read the run summary and open Activity (/activity) for the timeline

See Use Gravitre AI (Execute mode).

Option B — Workflow from template

1. Sidebar → BUILD → Marketplace → Browse catalog
2. Filter Workflows, pick a template that lists your Connector as Ready to install
3. Click Install, then open the workflow under Workflows
4. Click Run now (or Dry run if available)
5. Open Activity (/activity) when execution completes

See Install from the Marketplace.

Option C — Build a simple workflow

1. BUILD → Workflows → Create workflow
2. Add a Schedule or Manual trigger
3. Add one Connector step (for example "List records")
4. Save, Publish an active version, then Run now

See Build and run workflows.

5. Monitor Activity and Approvals

If a run shows waiting for approval, open Approvals or approve from run detail. Writes to external systems typically happen only after approval when policy requires it.

6. Invite a teammate (optional)

1. Settings → Organization → invite by email
2. Assign Admin for builders, Member for operators
3. Share this quickstart link

Checklist — you are done when…

• At least one Connector shows Connected
• One Run reached succeeded (or failed with a clear, fixable error)
• You know where Activity and Approvals live
• Active Environment matches where you intend to run automation

Troubleshooting

Next steps

• Introduction to Gravitre — full concept map
• Use Gravitre AI (Chat mode) — multi-turn org Q&A
• GIBE — Learning — built-in ML and org learning
• Activity — completed work, failure alerts, debugging links
• API quickstart — automate from your stack