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The Get started checklist

Four steps to your first real next step, in about ten minutes.

New workspaces show a Get started checklist on Ask and on Processes, with your progress ("2 of 4 done").

1. Add your first process

Owners and admins paste a link to a process document (a Confluence page, a Google Doc or any public web page) and click Add process. Ovenbird reads it, names it after the page title, and writes a first "When it applies" description so it knows which tickets the process covers. You can refine it later on the Processes page. See Add a process.

Members see See processes instead: adding processes is for owners and admins.

2. Connect your tools

Ovenbird needs to read your tickets or issues to tell you the next step on them. Owners and admins open Open Integrations and connect Jira or Freshdesk; this step counts as done once one of them is connected. Slack and Google add more context but are optional. See Integrations overview.

3. Try it on a real ticket

Type a ticket number (for example 48211) or a Jira key (for example ENG-123) and click Get the next step. Not connected yet? See the demo shows a complete example on a sample ticket. See Try the demo.

4. Invite your team

Invite people opens Manage → Members. See Invite people.

Tip: Owners and admins can hide the checklist with Dismiss. It doesn't undo anything you've set up.

Still stuck? Ask your workspace owner or an admin, or get in touch with us.