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First-week checklist

A short list of things to do in your first seven days. If you complete the first three you will have a working daily intelligence loop; everything below that is amplification.

Days 1–2

  • Open the daily Brief at /today and read all paragraphs. This calibrates what good output looks like before you start changing knobs.
  • Run three searches at /search. Try one broad query (e.g., "FedRAMP modernization"), one agency-pivoted query (use the agency filter), and one phrase-quoted query to see how filters work.
  • Click into one Forecast prediction at /radar/forecast. Look at how a pre-RFP signal compiles — signals tracked, agencies, vendors, confidence factors.

Days 3–4

  • Pin one opportunity. Hit "Promote to case" on any search result or Forecast prediction. The case becomes the place you accrete evidence over weeks.
  • Set up one watch at /watches. Pick an agency or keyword that maps to your pipeline. Alerts route to email by default; webhook receivers configure under /settings/webhooks.
  • Save one search at /saved-searches. Team+ tier gets new-match alerts on saved searches.

Days 5–7

  • Export your first artifact. Hit "Export" on the daily Brief — Free tier gets PDF, Pro and above unlock DOCX. The export carries inline citations.
  • Invite one teammate. /settings/workspaces → "Invite member." Teammates can read your cases and reply on evidence pins.
  • Connect a notification channel. /settings/webhooks → add your team Slack or Teams URL. The dispatcher auto-detects format and posts native Block Kit / Adaptive Card payloads.

Optional but valuable

  • Set up the inbox digest at /settings/notifications. Daily, twice-weekly, or off.
  • Browse the entity graph at /network. Start at an agency you care about and BFS two hops out.
  • Generate an API key at /settings/api-keys if you are on Enterprise+ and want programmatic access.

Last updated 2026-05-25.


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