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 builds on it. Where a step needs a paid tier, it says so.

Days 1–2

• Open the daily Brief at /today and read every item. This calibrates what good output looks like before you start changing settings.
• Run three searches at /search. Try one broad query (for example, FedRAMP modernization), one narrowed with the Agencies facet, and one with a quoted phrase to see how exact matching works.
• Open one prediction in FedGrade Forecast at /radar/forecast. Look at how a pre-RFP prediction is built — the signals behind it, the agency, the predicted window and the confidence.

Days 3–4

• Pin one opportunity. Click Add to Case on a search result. The case (shown under /my-pursuits) is where you collect evidence over the following weeks. Free includes one active case.
• Set up one watch at /watches. Pick an agency or keyword that maps to your pipeline. Alerts arrive in the app and, if you leave email on, by email. Free includes one watch.
• Save one search. Click Save search on /search; it appears at /saved-searches. Free includes three; new-match alerts on saved searches are Team and above.

Days 5–7

• Export your first artifact. Open a Brief's page and click ↓ Export PDF (every tier) or ↓ Export DOCX (Pro and above). Both carry the citations.
• Invite a teammate (Team and above). /settings/workspaces lets owners and admins invite members. Free and Pro workspaces are single-user; Team includes 5 members and Enterprise up to 25.
• Connect a notification channel (Enterprise and above). /settings/webhooks accepts a Slack, Microsoft Teams or Discord webhook URL; FedGrade detects the format and posts native Block Kit, Adaptive Card or embed messages.

Optional but valuable

• Set your notification preferences at /settings/notifications — real-time, hourly, daily or off.
• Browse the entity graph at /network (Pro and above). Start at an agency you care about; Pro explores one hop out, Team two, Enterprise three.
• Generate an API key at /settings/api-keys if you are on Enterprise or Government and want programmatic access.