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Get started on Today lists what Hire still needs, in this order. The next step is highlighted, and a done step shows a link to where it lives. Invited? Follow your invitation email first (Join your agency).
Today in a new agency: the Get started checklist, above empty Needs you, Jobs and Live pipeline boards

Get started on Today in a new agency.

1

Connect Gmail

Select Connect Gmail. On the Inbox’s connect card, keep Contact creation on Sent and select Connect Gmail. Google’s screen names Composio, Hire’s mail provider. Done shows Connected · Open Inbox.
The Inbox's connect card: what Hire reads, Contact creation with Sent chosen, and Connect Gmail
2

Connect your Google or Outlook calendar

Select Google or Outlook and approve. Your meetings link to your clients and candidates. Done shows Connected · Open Meetings.
The calendar step on Get started, with Google and Outlook buttons
3

Connect Echo

Select Connect Echo and approve. Recordings land on the meeting they came from. Done shows Connected · Open Meetings.
The Echo step on Get started, with the Connect Echo button
4

Review the people we found

While Hire reads your connections, the step says Finding people…. Then it says how many it found. Select Review. People we found shows one person at a time: select Add, Skip or Make Contact (how). Done shows Reviewed · People we found.
People we found in Review mode: one person, with Add, Skip and Make Contact
5

Import your jobs, clients and candidates

Select Import, then A spreadsheet, CVs or Anything else. You can also drop files on the step, or select drop any files on Flo to start the same import in Flo (Bring your people in). Done shows Imported · Open Jobs.
The Import menu open on Get started: A spreadsheet, CVs, Anything else
6

Invite your team

Owners only. Select Invite teammates, then enter their emails in Settings › Members. Each consultant connects their own accounts. Done shows the number of teammates.
The Invite teammates dialog with an email field, a role picker and the primary team
Hire keeps mail only with people in Hire, and your mail stays private to you. See Where your data lives.

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