{"slug":"quickstart","title":"Quick Start with Spine Workspace","section":"_root","sectionLabel":"Root","status":"unclassified","type":"document","path":"quickstart.md","bytes":5788,"description":null,"updated":null,"source":"integratewise/Integratewise-docs-wiki","content":"\n## Get Up and Running in 5 Steps\n\nSpine Workspace connects your tools, assembles your context, and gives you a single workbench with AI assistance. Here's how to get started.\n\n---\n\n## Step 1: Understand Your Pain\n\nBefore we solve it, let's acknowledge it. Take 2 minutes to identify:\n\n- **How many tools** do you use daily?\n- **How often** do you lose track of a conversation or decision?\n- **How much time** do you spend switching between apps?\n- **How many opportunities** have you missed because of fragmented information?\n\n[→ Read about common pain points](the-problem/tool-sprawl)\n\n---\n\n## Step 2: Connect Your First Tool\n\nSpine starts by connecting to your existing systems. We don't replace them—we make them better together.\n\n### Supported Systems\n- **CRM**: Salesforce, HubSpot, Pipedrive\n- **Communication**: Slack, Microsoft Teams, Email\n- **Project Management**: Asana, Trello, Jira, Linear\n- **Documents**: Google Workspace, Notion, Confluence\n- **Finance**: QuickBooks, Xero, Stripe\n- **Developer Tools**: GitHub, GitLab, Bitbucket\n- **AI Platforms**: OpenAI, Anthropic, Mistral, etc.\n\n### Connection Process\n1. Navigate to **Integrations Hub** in your Spine dashboard\n2. Select your system from the catalog\n3. Authenticate with OAuth or API key\n4. Configure what data to sync\n5. Test the connection\n\n**Time required**: 2-5 minutes per integration\n\n[→ Integration Guides](integrations/integration-hub)\n\n---\n\n## Step 3: Meet Your Twin\n\nYour Twin is your digital representative in Spine Workspace. It:\n\n- **Remembers** your work history and preferences\n- **Understands** your context and permissions\n- **Assists** with suggestions, recommendations, and proposals\n- **Learns** from your decisions and feedback\n\n### First Twin Interaction\n1. Open your Spine Workbench\n2. Look for the Twin panel (usually on the right)\n3. Ask Twin: \"What should I focus on today?\"\n4. Review the context Twin has assembled\n5. Accept, modify, or reject Twin's suggestions\n\n**Pro tip**: Twin works best when you provide feedback. Use 👍/👎 reactions and comments to help Twin learn.\n\n[→ Learn about Twin](twin-and-ai/twin-overview)\n\n---\n\n## Step 4: Experience One View\n\nThe One View is your personalized workbench that brings together:\n\n- **My Work**: Tasks, approvals, and actions that need your attention\n- **Context**: Related information, conversations, and documents\n- **Communications**: Messages and updates in one timeline\n- **Views**: Different perspectives on your work (Grid, Board, Canvas, Timeline)\n\n### Navigate Your Workbench\n- Use the left sidebar to switch between work areas\n- Click on any entity (Account, Deal, Ticket) to see its 360° view\n- Use the search bar to find anything in your connected systems\n- Bookmark important views for quick access\n\n**Time to first value**: 5-10 minutes\n\n[→ Explore User Workbench](product/user-workbench)\n\n---\n\n## Step 5: Try a Workflow\n\nSpine Workspace includes pre-built workflows for common business processes. Try one:\n\n### Example: Customer Renewal Workflow\n1. Navigate to **Account Success** domain\n2. Select an account due for renewal\n3. Twin will assemble:\n   - Contract details and renewal date\n   - Usage history and health score\n   - Previous renewal conversations\n   - Stakeholder information\n4. Review Twin's renewal risk assessment\n5. Approve or modify the renewal proposal\n6. Twin can draft the renewal email\n7. You review and send from your connected email\n\n**Result**: A task that would take 30+ minutes now takes 5.\n\n[→ See available workflows](workflows/workflows-overview)\n\n---\n\n## Common First Questions\n\n### How do I...?\n\n| Question | Answer |\n|----------|--------|\n| Connect a new tool? | Go to Integrations Hub → Add Integration |\n| See all my work? | Open My Work view in your workbench |\n| Search across systems? | Use the global search bar (Cmd+K) |\n| Customize my view? | Click \"Customize\" on any view |\n| Talk to Twin? | Type in the Twin chat or click Twin suggestions |\n| See what Twin knows? | Ask \"What context do you have on this?\" |\n\n### Troubleshooting\n\n| Issue | Solution |\n|-------|----------|\n| Connection failing | Re-authenticate in Integration Hub |\n| Twin not responding | Check your Twin status in settings |\n| Missing data | Verify sync settings for that integration |\n| Slow performance | Check your context scope settings |\n\n[→ Full documentation](product/platform-overview)\n\n---\n\n## Next Steps\n\n### For Individuals\n1. ✅ Connect your primary tools\n2. ✅ Complete your profile\n3. ✅ Try Twin assistance\n4. 🎯 Customize your workbench\n5. 🎯 Set up notifications\n\n### For Teams\n1. ✅ Connect shared systems\n2. ✅ Define team context scopes\n3. ✅ Set up shared views\n4. 🎯 Configure domain workbenches\n5. 🎯 Establish governance policies\n\n### For Organizations\n1. ✅ Plan integration strategy\n2. ✅ Set up identity and access\n3. ✅ Configure security policies\n4. 🎯 Deploy domain-specific workbenches\n5. 🎯 Train teams on Spine workflows\n\n---\n\n## Need Help?\n\n- [Internal Documentation](https://int-docs-spine.spineworkspace.com) - For administrators\n- [GitHub Issues](https://github.com/IntegrateWise/integratewise-live/issues) - Bug reports\n- [Community Discord](company/community) - Connect with other users\n- [Contact Support](company/contact) - Get direct help\n\n---\n\n## What's Next?\n\nOnce you're comfortable with the basics:\n\n- [Explore Domain Workbenches](solutions/account-success) - See how different teams use Spine\n- [Learn about Governance](governance/security-overview) - Understand permission models\n- [Browse Marketplaces](marketplaces/marketplace-overview) - Discover available integrations\n- [Read Architecture](developers/architecture-overview) - For technical deep dives\n\n**Welcome to the future of work.**\n"}