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GETTING STARTED

From Zero to Automation in Simple Steps

Start with a clear path through account setup, platform connections, and your first workflow so your team can move from an idea to useful automation with confidence.

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ONBOARDING PATH4 STAGES
  1. 01CREATE ACCOUNTCreate your workspace
  2. 02CONNECT PLATFORMSBring your tools together
  3. 03BUILD WORKFLOWDefine the next action
  4. 04AUTOMATION RUNNINGReview and improve
STARTING POINTREADY WHEN YOU ARE
CHOOSE YOUR STARTING POINT

Start in the way that works best for your team.

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Create your account and start building your first automation.

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Create your workspace, connect your tools, and start exploring workflows designed around your business processes.

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Talk through your process and find a practical starting point.

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Work with our team to identify automation opportunities, understand your workflow needs, and plan the right setup.

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Explore how exenra connects platforms and automates workflows.

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See how connected applications, automation logic, and intelligent workflows help teams operate more efficiently.

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THE ONBOARDING PATH

A simple path from setup to your first workflow.

Keep the first experience focused. Establish the process, connect the context, and improve the workflow with what you learn.

STEP 01FIRST SESSION

Create Your Account

Set up your workspace and make the first workflow opportunity visible to the people who own the process.

ACTION POINTS
  • Choose a repeatable process to start with
  • Invite the people who will use or review the workflow
  • Agree on the outcome the first workflow should support
PLATFORM CONNECTIONS

Connect the tools your business already uses.

Start with the systems where work begins and ends. A clear connection map makes the first workflow easier to design and review.

Salesforce

CRM

HubSpot

CRM

Shopify

COMMERCE

Slack

COMMUNICATION

Zapier

AUTOMATION

Google

WORKSPACE
KEEP LEARNING

Helpful resources for the next step.

Keep the onboarding path moving with practical guidance, support, and conversations about connected business work.

01DocumentationUnderstand the building blocks behind a reliable workflow.02Support CenterFind guidance when a workflow question needs a closer look.03Community ForumExplore practical conversations about connected business work.04WebinarsLearn from structured walkthroughs and workflow discussions.
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Ready to build smarter workflows?

Start exploring exenra and discover how connected tools, automation, and better workflows can help your business move forward.

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