Getting Started

You could be up and running this week.

No implementation project. No AI expertise required. No disruption to how your team works. Most customers are seeing value from their first task.

No IT project No training sessions No predefined workflows No AI expertise needed
The 7 steps
1
Choose your starting point
Start company-wide or pilot with one or two teams. Either works — Shouldrs is built to expand from wherever you begin. There's no wrong answer here. Most customers start with the team that has the most manual, repetitive work.
Tip: Not sure where to start? Think about the team that has the most manual, repetitive work on their plate. That's usually the right place to start.
2
Build your knowledge base
We set up your document repository — or you can start immediately with our template library. Shouldrs begins learning from your documents, templates, and preferences right away. The more context it has, the better its output from day one.
What this includes: Company documents, existing templates, style guides, process notes, and any other reference material your team uses regularly.
3
Connect your systems
Shouldrs connects to Slack, Google Workspace, Stripe, Gusto, and more — all via our open protocol standard. One person connects a tool and the whole company benefits immediately. No per-user setup, no IT tickets.
Open protocol standard: New integrations can be added in days, not quarters. If a tool you need isn't connected yet, just ask — we move fast.
4
Set your business rules
Approval flows, preferences, policies, tone of voice. Shouldrs remembers everything and applies your rules to every task automatically. Set them once — they inform every interaction going forward.
Examples: "Always get approval before sending external emails." "Use formal language in client communications." "Flag anything over $5,000 for review."
5
Start using Shouldrs
Task the AI via Slack, email, or SMS — wherever your team already works. No new interface to learn, no training sessions to schedule. Shouldrs presents a plan before acting, you approve or adjust, and it executes. Your team picks it up in minutes.
Not sure what to ask first? Our prompt library includes ready-to-use starting points across operations, HR, client work, and strategy. It's included with every plan.
6
See your ROI in real time
From your very first task, Shouldrs tracks time saved, output quality, and where your team is getting the most leverage. Per-user, per-team, per-role — not generic usage stats. You'll know exactly what AI is delivering, and where to focus next.
7
Watch it get smarter
Every interaction teaches Shouldrs more about how your business works. Routing decisions get sharper. Outputs get better. The system moves from reactive to proactive — anticipating needs before they're asked. The flywheel keeps turning, and the value compounds.
"The hardest part of getting started with Shouldrs is deciding which team to start with first."