Getting started

Outcome

You will create or join a workspace, connect a first source, and confirm that Threadory has started receiving data.

Before you begin

• a Threadory account with a verified email (required before password sign-in when verification is enforced);
• either permission to create an organization, or an invite / company-domain auto-join;
• an administrator or owner role to connect a source;
• access to a test workspace in the external service.

Steps

1. Sign up or sign in. If email verification is required, open the link from the verification email before continuing.
2. If you have no organization yet, onboarding offers two paths:
3. Create an organization — you become owner and create the first project;
4. Join an existing one — paste an invite link, or use I've verified my email — check again if your company enabled domain capture.
5. After create: use the recommended sources (or Connect a source) to open Connectors and install a tool. Prefer a path that returns you to setup when offered.
6. Run Sync now if available, then follow the activation checklist in the sidebar or on the Dashboard. Use Continue setup in the sidebar if you left mid-flow.
7. Inviting teammates is optional for checklist completion — solo setups can finish without a second member.

The checklist is complete after a source is connected, data has been received, and at least one skill has run. Inviting the team is recommended but not required.

Verify the result

• the connection appears on Connectors without an error;
• data appears in Knowledge after synchronization;
• the first post-sync run appears in Activity.

Common problems

Symptom	Likely cause	What to do
Stuck on “Check your email”	Verification not completed	Open the latest verification link; request a new one if expired
No connection button	Your role does not have permission	Ask an administrator or owner to connect the source
The connection exists but no data appears	The first sync is still running or its scope is empty	Check Activity, then review the connection settings
The checklist does not change	The sync or skill has not completed	Refresh the page after the run completes in Activity
Data from the wrong project appears	A different project is active	Check the project switcher at the top of the interface
Domain join does nothing	Domain not configured or email not verified	Ask an admin to add your domain under Settings → Organization, then re-check

Next step

Complete your first closed loop.