Set up SmallForce for your organization
Use this sequence for a new organization or client account.
1. Confirm the organization
Select the organization you want to work in before adding employees, files, channels, or connected accounts. Organization-owned resources stay associated with that organization.
Technical users can verify the organization attached to an API key with:
smallforce org get2. Prepare an employee
Choose the employee that will own the first workflow. Give it a clear role, describe the result it is responsible for, and provide any operating constraints it should consistently follow. See AI employees.
3. Add business knowledge
Upload the documents the employee should use: brand guidance, service descriptions, client notes, policies, research, spreadsheets, or existing content. SmallForce indexes supported files so they can be searched from the workspace. See workspace search.
4. Connect where work happens
Connect Slack or Telegram when a team wants to work with employees from an existing communication channel. Connect external applications through integrations when the employee needs to react to events or execute provider tools.
5. Give a concrete first task
Start with an outcome that can be verified, such as:
- “Use our brand files to draft next week’s social posts.”
- “Create a website for this client and deploy a preview.”
- “Review this meeting transcript and list every commitment.”
- “Research competing local businesses and save the findings.”
Add the relevant files and expected deliverable. The employee can ask for missing information before acting.