Basics · 02

Get started with your workspace

When you sign up, Nova sets up your workspace and helps you build your first process. You can describe a goal and let Nova AI draft the process, start from a quick template, or begin with an empty workspace.

How do I sign up?

Go to app.novatools.org and create an account with your email, or use Google Sign up. Nova sends you a confirmation email. Click the link in that email to confirm your address. If you cannot find it, check your spam and trash folders, or use Resend email link.

Your free Nova Pro trial starts when you set up your workspace. You do not need a credit card. See Plans, billing and AI credits.

What does the setup ask me?

  1. Set up your profile and workspace. Enter your name, your workspace name and your language.
  2. Describe your goal. Tell Nova what you want to run, for example "Onboard a new client". Be specific. You can attach a few files, such as an existing checklist or procedure.
  3. Generate your process. Click Generate my process. Nova creates a project with the sessions and steps for that goal.
The setup screen. Describe a goal in your own words, or pick a quick template.

What happens after I describe my goal?

Nova creates a project and opens its list view. The Nova AI chat sidebar opens next to it and asks you a few quick questions. It then builds the sessions for your process. When it finishes, you can:

  • Assign AI coworker to let Nova AI work on the steps.
  • Assign the team to give sessions to your team members.
  • Make adjustments to ask Nova AI for changes.
  • Looks great — view first session to open the first session.

What if I pick a quick template?

Nova opens Customize your process. You edit the topic and the first steps, then click Build my process now. You can add more steps later.

Can I skip the setup?

Yes. Click Skip and start with an empty workspace. You can build or choose a process at any time from + Start a Process in the left menu.

What should I do in my first week?

  1. Add your spaces. Make a space for each department, service line or client group. See Organize work with spaces and projects.
  2. Write a project overview. Open your project and fill in its overview. Nova AI reads it before it works on anything in the project.
  3. Invite your team. Go to People and click Invite team. See Team members and roles.
  4. Run one session from start to finish. Assign owners to the steps, complete them, and write a conclusion. See Sessions and steps.
  5. Save what works. Save the session or project as a process, so the next one starts from it. See Save and share your own processes.

Tip: start with one workflow

Pick one workflow your business runs often, such as client onboarding or a monthly review. Build it in Nova first. Add other workflows when the first one runs well.

Which languages does Nova support?

Nova is available in English and Spanish. To change your language, open your profile, go to Preferences, and choose a Language. Nova reloads in the new language.

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