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Your Sintra Success Checklist

Unlock Sintra’s full potential with this step-by-step guide for new users. Learn how to upload documents, set up integrations, customize helpers, and keep your workspace organized for success.

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Written by Dominykas Sintra
Updated today

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.

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 important brand assets, such as:

    • Company logo

    • Brand guidelines

    • Key visuals

3. Setup core Integrations

Power up Sintra by connecting all your essential tools. Link Google Drive, Gmail, LinkedIn, Facebook, and your calendar. This enables seamless data flow and lets Sintra automate tasks across platforms. 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 each helper’s vibe and set the language level—basic, casual, or expert. You can also choose how long their messages are. To adjust a helper, open a chat, click the cogwheel by their name, and set everything to fit your style.

Tip: Try different vibes and language levels for each helper to see what works best for your workflow—customizing settings can make every interaction feel just right.

5. Organize workspace Knowledge

Stay tidy, stay sharp! Use clear and consistent naming for your files and chats. Pin or rename important conversations to keep key information easy to find. Good organization helps Brain AI deliver the right answers when you need them.

Tip: Rename chats as soon as they start to get interesting—finding what you need later will be a breeze!

6. Set up Automations

Boost productivity by enabling Sintra’s automations: Social Media Manager, Inbox Manager, Meeting Note Taker, Daily Summarizer, and Facebook Commenter. Activate the ones that fit your workflow and review their settings to stay in control. Let Sintra handle the busywork so you can focus on what matters!

Tip: Start with one automation, like Social Media Manager or Daily Summarizer, and see how it fits your routine—adding more as you get comfortable will keep your workflow smooth and stress-free.

7. Review and Approve AI outputs

AI-generated content is powerful, but a human touch is key. Always review images, posts, or documents before publishing. Provide feedback on AI outputs to help the system learn and improve—your input makes Sintra smarter for everyone.

Tip: Take a moment to check AI results before sharing—they’ll get better as you give feedback!

8. Explore the help center articles

If you get stuck or want to learn more, check out Sintra’s built-in guides and Help Center for quick answers.

Tip: Most questions can be solved fast with a quick search in the Help Center!

Good luck as you get started with Sintra! 🚀

Remember, every great workspace starts with a few smart steps. As you explore, personalize, and automate, you’re building the foundation for a smoother, more productive day. Don’t hesitate to experiment, ask questions, and make Sintra truly yours—your workflow (and your future self) will thank you. You’ve got this!

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