> ## Documentation Index
> Fetch the complete documentation index at: https://docs.useupbeat.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Guide

> Five steps to get UPBEAT Growth OS fully configured — from your first login to your first piece of content.

## Overview

Setup takes about 20–30 minutes end to end. You don't have to do it all at once — the app tracks your progress and you can pick up where you left off anytime. The setup checklist lives at [/app/setup](https://useupbeat.com/app/setup).

The five steps in order:

1. Create your account
2. Build your Brand Beat
3. Connect your apps
4. Create your first piece of content
5. Train Beat on your voice

***

## Step 1 — Create your account

Sign up at [useupbeat.com](https://useupbeat.com) and confirm your email. Your account is ready the moment you log in.

***

## Step 2 — Build your Brand Beat

**Time: \~5 minutes**

Your Brand Beat is the foundation everything else runs on. Beat will ask you a few questions about your business, your audience, and how you sound. When you're done, it generates your full brand profile: positioning, voice descriptors, messaging pillars, audience definition, and content direction.

<Steps>
  <Step title="Go to Brand Beat">
    Click **Brand** in the left sidebar, or navigate to [/app/brand](https://useupbeat.com/app/brand).
  </Step>

  <Step title="Start the intake questionnaire">
    You'll see a prompt to complete your Brand Beat. Click **Set up Brand Beat** to begin.
  </Step>

  <Step title="Answer Beat's questions">
    Beat will ask about your business, who you serve, what makes you different, how you sound, and what you write about. Answer as specifically as you can — the quality of your Brand Beat depends on the detail you put in here. You can always come back and refine later.
  </Step>

  <Step title="Review what Beat generated">
    After you submit, Beat generates your full Brand Beat. Review each section — positioning, voice, pillars, audience. If something is off, you can edit any field directly on the Brand page.
  </Step>
</Steps>

<Tip>
  Don't aim for perfect answers on the first pass. Beat gets smarter as you edit and train it over time. A good-enough Brand Beat today beats a perfect one you never finish.
</Tip>

***

## Step 3 — Connect your apps

**Time: \~5 minutes**

Link your tools so Beat has real data to work with and you can publish from one place. You don't have to connect everything — connect what's most relevant to you right now.

Open [Settings](https://useupbeat.com/app/settings) and scroll to the **Integrations** section.

**High-priority connections:**

| Integration           | Why it matters                                          |
| --------------------- | ------------------------------------------------------- |
| Google Analytics 4    | Powers the Performance dashboard with real traffic data |
| Google Search Console | Powers SEO scores and keyword opportunity analysis      |
| WordPress             | Lets Beat publish articles directly to your site        |
| LinkedIn              | Publish posts to your personal profile from the app     |
| Slack                 | Get daily digests and content-ready notifications       |

**How to connect an integration:**

<Steps>
  <Step title="Find the integration card">
    In Settings → Integrations, locate the platform you want to connect.
  </Step>

  <Step title="Click Connect">
    Each card has a **Connect** button that opens the OAuth authorization flow for that platform.
  </Step>

  <Step title="Authorize access">
    You'll be redirected to the platform (Google, LinkedIn, etc.) to approve access. UPBEAT OS only requests the permissions it needs.
  </Step>

  <Step title="Confirm the connection">
    After authorizing, you'll be redirected back to Settings. The card will show a green **Connected** status with your account name.
  </Step>
</Steps>

<Note>
  You can connect integrations at any time from Settings. The app works without them — you just won't have real data flowing into the Performance and Strategy dashboards.
</Note>

***

## Step 4 — Create your first piece of content

**Time: \~10 minutes**

Open Studio, pick a format, and ship something. Momentum starts here.

<Steps>
  <Step title="Open the Create hub">
    Go to [/app/create](https://useupbeat.com/app/create) — Beat's recommendation hub for what to make next. You can also jump straight into a format from the **Studio** group in the sidebar (Article, Email, Social, Lead Magnet, Remix).
  </Step>

  <Step title="See what Beat recommends">
    The Create page surfaces fresh ideas drawn from your strategy, SEO opportunities, and recent performance — pick one to start with, or bring your own topic.
  </Step>

  <Step title="Pick a format">
    Choose **Article**, **Email**, **Social**, **Lead Magnet**, or **Remix**. Beat pre-fills the generation form with context from your Brand Beat.
  </Step>

  <Step title="Generate and review">
    Beat drafts the content in your brand voice. Review it, make any edits, and either publish or save it to your Library.
  </Step>
</Steps>

***

## Step 5 — Train Beat on your voice

**Time: \~3 minutes**

Feed Beat examples of your writing so it sounds like you — not a generic AI. This step makes the biggest difference to output quality over time.

<Steps>
  <Step title="Open the Training tab">
    On the Brand page, click the **Training** tab, or go to [/app/brand?tab=training](https://useupbeat.com/app/brand?tab=training).
  </Step>

  <Step title="Add your best examples">
    Paste in 2–3 pieces of writing that represent your voice at its best — a blog post, LinkedIn article, email newsletter, or social post. Label each one:

    * **Sounds like me** — This is your voice. Beat should write like this.
    * **Okay, not ideal** — You'd publish this but it's not your best work.
    * **Anti-reference** — Beat should avoid writing like this.
  </Step>

  <Step title="Save your training samples">
    Click **Save** after adding each sample. Beat learns from these immediately.
  </Step>
</Steps>

<Info>
  2–3 strong "sounds like me" examples are enough to start. Add more over time when Beat's output drifts from your style.
</Info>

***

## What's next?

Once setup is complete, Mission Control becomes your daily home base. It reads top to bottom — what's happening right now, what to focus on this week, and where you're headed this month.

<CardGroup cols={2}>
  <Card title="Mission Control" icon="house" href="https://useupbeat.com/app/mission-control">
    Your daily starting point — what to work on, what's working, what's next.
  </Card>

  <Card title="Brand Beat" icon="fingerprint" href="/brand/overview">
    Learn how to edit, refine, and maintain your Brand Beat over time.
  </Card>
</CardGroup>