Get Started with Delegate
This guide walks you through setting up Delegate and getting your first initiative running.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.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
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.
Step 4: Connect Your Integrations
To unlock your delegate’s full potential, connect your tools. Click your profile in the sidebar, then Integrations to connect:- Gmail - Send and read emails
- Google Calendar - Check and manage events
- Google Drive, Docs, Sheets, Slides - Access your documents
- Slack - Send messages to channels and teammates
- 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.
Step 5: 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.