Getting Started

Onboarding Checklist

Thirteen steps, five phases, one session. Your agent starts working the day you meet it, and teaches you how it thinks as you go.

I

Get In

1

Open your agent in your browser

Go to your Studio Sakura tenant URL. Works in any modern browser. No installation needed.

studiosakura.ai/app
2

Sign in with SSO

Click Continue with SSO: you’ll be redirected to sign in via the Google, Microsoft, or identity-provider account your administrator set up for you. No separate password needed.

3

Enter your room

After logging in, you’ll see your private room. Your AI teammate is already there, online and ready. This is where every conversation, task, and workflow happens.

II

Connect Your Tools

4

Connect Google Workspace

Open the Integrations panel in the bottom-left. Connect your Google account so your agent can read email, check your calendar, see contacts, and work with your Drive. (Microsoft 365 on roadmap — not yet available.)

Connect at least one account. Without this, your agent can’t read your emails, check your calendar, or send messages on your behalf.
5

Verify the connection

Send your agent a quick check to confirm everything is wired up.

“Are you connected to my Google and Microsoft accounts? What can you see?”
6

Connect your CRM (or any other tool)

If you use a CRM, industry platform, or any other piece of software. Ask your agent to connect to it. It will walk you through the setup and store credentials securely in the governance layer.

“I want you to connect to my CRM. Here are my login details.”
III

Introduce Yourself

7

Tell your agent about yourself

Your agent learns from every interaction, but you can accelerate this by telling it who you are, what you do, and how you like to work. The more context it has, the better it performs from day one.

“I’m a mortgage broker based in Melbourne. I mostly work with first home buyers and refinancers.”
“I prefer formal emails to clients. Keep internal comms casual.”
“My main clients right now are David Park, Sarah Chen, and Michael Torres.”
Why this matters: without this, it learns from scratch. Two minutes here saves weeks of discovery.
8

Discover what your agent can do

Ask your agent about its capabilities. It will tell you which skills it has and how it can help with your specific role.

“What can you help me with? List every skill you have.”
IV

Put It to Work

9

Give it a real task

Don’t start small. Real work is the fastest way to learn what it can do.

“Check my emails from today and summarise anything important.”
“What’s on my calendar this week?”
“Draft a follow-up email to David about our meeting last week.”
10

Upload a document

Your agent reads and processes files. Click the paperclip icon in the chat, attach a document, and ask for what you want.

“Here’s a contract. Summarise the key terms and flag anything unusual.”
“I’ve uploaded three payslips. Extract the income details into a table.”
PDFWordExcelCSVImagesText
11

Schedule your first cron job

Set up a recurring task so your agent works for you on autopilot. A morning briefing is a great place to start. It’ll be waiting in your chat before you’ve opened your laptop.

“Every weekday at 8am, check my calendar and emails and give me a morning briefing.”
V

Make It Yours

12

Save a workflow as a skill

When you figure out a process that works, tell it to save that as a permanent skill. Next time, it runs automatically.

“That process we just ran. Save it as a skill so you can do it automatically next time.”
13

Set your first guardrail

Tell your agent any rules you want it to follow permanently. These are saved to its configuration and enforced in every conversation, forever.

“Add a rule: always show me a draft and get my approval before sending any external email.”

You’re set up. Now keep going.

The more you use your agent, the smarter it gets. Correct it when it's wrong, save what works as a skill, add guardrails for rules that matter. Within a week, you'll wonder how you worked without it.

Where to Go Next