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Get started sits at the top of Today until every row is done. Its header says how far you are, such as 1 of 6 done. The next row is highlighted and has the one blue button. Setup guide opens this page at that row. Invited? Follow your invitation email first (Join your agency).
Today in a new agency: the Get started card with six rows, Connect Gmail highlighted

Get started in a new agency.

  1. Next row. The step to do now.
  2. Setup guide. Opens this page at that step.
  3. N done. The done rows, folded. Select it to show them, and Hide done to fold them again.
A done row links to where it lives. Select × to hide the card; Finish setup brings it back.
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, or how far Hire has read your older mail.
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.
3

Connect Echo

Select Connect Echo and approve. Recordings land on the meeting they came from. Done shows Connected · Open Meetings.
4

Review the people we found

While Hire reads your connections, the row says Finding people… with each source’s progress. Then it says Review 2 people we found and 2 people found · 6 not suggested: 4 newsletters, 1 your addresses, 1 colleagues · See all.
The Review 2 people we found row: the not suggested counts with See all, and the Review button
  1. Not suggested. People Hire left out: newsletters, automated senders, your own addresses and the like, the three biggest groups first. See all opens People we found › Hidden, where Suggest anyway brings one back.
  2. Review. Opens People we found: one table, grouped by company. Tick people, or a company’s box for everyone there, then select Add, Skip or Not a client above the table (how).
  3. 5 done. The rows you have done.
Done shows Reviewed · People we found.
People we found on List: people grouped by company, two ticked, with Add and Skip above the table
5

Import your jobs, clients and candidates

Select Import, then one of:
  • A spreadsheet. One CSV or Excel sheet into Companies, Contacts or Candidates.
  • CVs. PDF or Word files, a folder or a zip. Each CV becomes a candidate.
  • Anything else. Trackers and old CRM exports, up to five files. Flo plans the import with you (Bring your people in).
Or drop files on the row, or select drop any files on Flo to pick them in Flo. 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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