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Documentation Index

Fetch the complete documentation index at: https://docs.delegateai.app/llms.txt

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

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Get Started with Delegate

This guide walks you through setting up Delegate and getting your first initiative running.

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Step 1: Create Your Account

Sign up at app.delegate.ai using your work email. You’ll be prompted to create or join an organization.
If your company already uses Delegate, ask a teammate to invite you to your organization.

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Step 2: Create Your First Initiative

An initiative is your workspace for a specific project or goal. Click Create Initiative and give it a name like “Q1 Planning” or “Customer Onboarding.” Every initiative comes with:
  • Your delegate - An AI assistant that learns how you work
  • Activity Feed - Your team workspace for updates, posts, and canvases
  • Delegate Brain - Configuration for your delegate’s behavior, memory, and skills

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Step 3: Start Chatting

The center panel is your Delegate Chat. This is where you talk to your delegate and teach it how you want things done. Try saying something like:
“Help me draft an email to the team about our upcoming deadline.”
Your delegate will respond and can help with tasks across your connected tools.

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Step 4: Connect to Slack

Delegate works right inside Slack so your team can interact with delegates without leaving their workflow.
  1. Go to Settings → Integrations
  2. Click Install to Slack and authorize Delegate for your workspace
  3. Use /delegate connect in any Slack channel to link it to an initiative
Once connected, your delegates can send and receive messages in Slack channels, respond to mentions, and coordinate work with your team — all without leaving Slack.

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Step 5: Connect More Integrations

To unlock your delegate’s full potential, connect additional tools. Go to Settings → Integrations to connect:
  • Gmail - Send and read emails
  • Google Calendar - Check and manage events
  • Google Drive, Docs, Sheets, Slides - Access your documents
  • GitHub - Manage repositories and issues
  • Notion - Read and update docs
  • Linear - Manage issues and projects
  • Figma - Access design files
  • Zoom - Manage meetings
You control exactly what your delegate can access. Start with read-only access and expand permissions as you get comfortable.

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Step 6: Teach Your Delegate

The more you work with your delegate, the better it gets. When you give feedback like:
“Next time, always include the project deadline in these emails.”
Your delegate remembers and applies it going forward.

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What’s Next?

Learn About Delegates

Understand what your delegate can do and how it learns

Explore the Activity Feed

See how team collaboration works

Configure the Brain

Set up your delegate’s identity and skills

Set Up Integrations

Connect your tools for full automation