Quickstart

Build an AI Tool

Create an internal form-like AI tool for your team (e.g., “Write follow-up email”, “Summarize lead”, “Generate ad copy”).

Checklist

  1. 1
    Define inputs
    Example: customer name, intent, product, tone, length.
  2. 2
    Connect sources (optional)
    Attach docs/URLs so outputs reference your internal knowledge base.
  3. 3
    Test and share
    Run a few examples and share the tool with your team workspace.
Pro tip
Start with one tool your team uses daily (email follow-ups or lead summaries). Adoption happens fastest when the tool is already in the workflow.