Your first steps

Set up your company, invite your team and give Nexa its first knowledge.

Last updated Nov 1, 2026

What it is

A short path from a new account to a useful one: your company profile, your team, and the first sources Nexa reads.

Nexa is only as good as what it can read. Ten minutes here makes every later answer better.

In Settings → Account, set your company name and website — Nexa uses them to know who "we" are in a meeting or a document.
Check Company details on the same page: the industry, size and country recorded at sign-up. Change any that are wrong and press Save details; Ask Nexa, suggested next steps and competitor search use them.
Invite colleagues from Team and put each person in a department.
From Dashboard, use Upload for a file, Note for something you type, Capture with Nexa to send Nexa to an online meeting, or Record to record a meeting yourself, in the room or online.
Connect the tools your work lives in from Company files → Apps (Google Drive, Microsoft 365, Slack, your CRM, your task tracker, Notion).
Follow the Getting started checklist in the corner until it is complete.

Upload your most recent customer meeting first — commitments appear within minutes.
Connect your own mailbox and calendar from Settings → Account; they are personal, not company-wide.

Owners and admins connect company tools; each person connects their own email and Google Calendar.
Only the owner or an admin can change Company details; everyone else sees them read-only.