Welcome to Sintra! Whether you’re just getting started or looking to get the absolute most out of your experience, this guide will walk you through the essential steps to unlock Sintra’s full potential. By following these best practices, you’ll set yourself and your team up for seamless collaboration, smarter automation, and faster results.
Onboarding
If you haven’t yet completed your onboarding to Sintra AI in this video, we’ll walk you through the full Sintra onboarding process, step by step. You’ll see exactly what to expect when signing up, how to answer the onboarding questions, and what each step means for setting up your workspace.
Step-by-step Instructions
1. Upload key business Documents
Sintra’s Brain AI thrives on knowledge. Upload your most important business files—guides, policies, templates, and FAQs—so the platform can deliver precise, relevant answers and automations. Think of Brain AI as your workspace’s collective memory: the more you feed it, the smarter it gets. Organize documents by topic and keep them updated for the best experience.
Tip: Upload your most important, up-to-date documents first and organize them by topic—this helps Brain AI deliver faster, more accurate answers for your team.
2. Make Sintra yours
Personalize your profile
Click your profile icon in the top left corner.
Select the cogwheel (Settings).
In Settings, you can:
Upload a profile photo
Edit your name
Choose your profile color
Add your Brand to Brain AI
Head over to Brain AI.
Upload your brand materials, including:
Company logo
Brand guidelines
Key visuals
3. Setup core Integrations
Power up Sintra by connecting your essential tools — Sintra supports 1,000+ integrations powered by Composio, from Gmail and Google Drive to LinkedIn, Facebook, CRMs, developer tools, and more. Integrations unlock new actions for helpers and enable automations. After connecting, test each integration to make sure everything’s running smoothly—this step ensures you’ll never miss an update, message, or opportunity.
Tip: Connect your essential platforms early and test each one—smooth integrations save time and let Sintra automate tasks across all your tools.
4. Explore and Customize Helpers
Sintra offers specialized helpers for different business needs—Social Media Manager, Finance, Admin, and more. Explore each one, tailor their settings, and align them with your daily workflows. You can pick and choose which Helpers are most relevant to your business and set up their specific capabilities.
Tip: Prioritize setting up the Helpers most aligned with your immediate needs first. Once they’re running smoothly, expand to others gradually.
5. Set up Automations and Recurring Tasks
Take your Sintra experience to the next level with automations and recurring tasks. Use automation tools to schedule recurring tasks, trigger workflows based on events, and streamline repetitive activities. Once configured, these automations will save you hours every week.
Tip: Start with one or two simple automations to get comfortable with the system, then gradually add more complex workflows as you gain confidence.
6. Collaborate and Scale
Sintra is built for teams as well as individuals. If you’re working with colleagues, invite them to join your workspace. Once onboarded, they can access Brain AI, work with Helpers, and collaborate on projects, all within the same platform.
Tip: When inviting team members, establish clear guidelines about what information to upload to Brain AI and which Helpers each team member will use. Consistency ensures that the AI’s output is both accurate and aligned with your brand.
7. Monitor, Iterate, and Improve
Regularly review how Sintra is working for you. Check in with your team, gather feedback, and monitor the performance of different Helpers and automations. As your business evolves, update Brain AI with new information, adjust Helper settings, and refine automations to better meet your needs.
Tip: Set a monthly review cadence to assess Sintra’s performance and make adjustments. Use the feedback from your team and the results of your Helpers’ work to refine the system continuously.
8. Leverage Community Resources
Join the Sintra community and take advantage of all available resources. Participate in the Sintra community forum, follow their social media channels, and access tutorials and webinars. Engaging with the community can provide valuable insights, tips, and updates on new features and best practices.
Tip: Connect your essential platforms early and test each one—smooth integrations save time and let Sintra automate tasks across all your tools.
By following these steps, you’ll not only set up Sintra efficiently but also create a solid foundation for sustained business growth and productivity. Remember, the key to success with Sintra is continuous engagement and refinement—keep exploring new features, updating Brain AI with fresh information, and adapting the platform to your evolving business needs. Welcome aboard, and here’s to taking your business to the next level with Sintra! We’re thrilled to have you as part of our community.