🛠️ Getting Set Up
Step 1: Create an account
Section titled Step 1: Create an accountTo create an account, visit our website and sign in. No credit card required.
Step 2: Invite your team
Section titled Step 2: Invite your teamYou can also use the account individually without converting it to an organizational account. However, each account can be converted into an organizational account for your team. To invite your teammates:
Go to your Profile page.
Click the "Team" tab.
Click the "Invite" button.
Enter your teammates' email addresses.
Click "+Add" and then "Send Invitation".
![Invitation](https://assets.caisy.io/assets/5550fb17-438f-42c2-93da-4b7b1304cf41/266c8098-213b-4752-83b1-025d7ea0bfbb/ba337de6-3cb0-417e-aa47-d2d64ede00a4/Screenshot20240719at13.47.12.png)
You can assign other members as admins or remove their admin rights or remove from the team later.
Step 3: Home Page Menu
Section titled Step 3: Home Page Menu![Homepage Menu](https://assets.caisy.io/assets/5550fb17-438f-42c2-93da-4b7b1304cf41/a4666bb1-ed60-4619-8758-ebfc27888d91/d2f1a3fc-0475-49f8-a5ae-f481d8bb8ac7/Screenshot20240719at13.47.55.png)
Automations:
You can automate your work and connect the apps you use by creating automations.
On this page, you have two options:
Click "Create Automation" to start from scratch.
Click "Create From Template" to use a template shared by your team or the Monkedo community.
Below, you'll find a list of your created automations.
Data Tables:
Data Tables allow you to store and use data in your automations. You can create new tables for different kinds of data, such as clients, sales, etc., and edit them here.
Value Store:
The Value Store allows you to store and use data in your automations. You can create new values and edit them here.
Templates:
You can browse templates created for automations. Click on a template name to view its details and import it to your account.
All Templates: Automation templates shared with you.
My Templates: Automations shared by you.