Getting started with Nimbus
Business Summary: This section gets business users from zero to a first governed agent run in one week — connect data, scope a goal, run a specialist team, and approve outcomes.
Welcome to Nimbus. This section walks you through your first week — from setting up your company context to running your first agent and reviewing what was decided.
How this fits in Nimbus
Getting started follows the same journey every successful customer takes: establish context, connect systems, scope a workstream, run governed AI work, and retain an audit trail.
flowchart TB
subgraph setup [Week one setup]
Conn[Connectors]
Agent[Agents]
WS[Workstreams]
end
subgraph perception [Perception]
Overview[Overview]
Orb[Perception orb]
end
subgraph knowledge [Knowledge]
Lifecycle[Lifecycle Graph]
end
subgraph collaboration [Collaboration]
PB[Process Board]
LC[Live Canvas]
end
subgraph governance [Governance]
Audit[Audit and History]
Teams[Teams]
end
Conn --> WS
Agent --> WS
WS --> PB
WS --> LC
WS --> Audit
Lifecycle --> Overview
Lifecycle --> Orb
Audit -->|View Lineage| Lifecycle
Teams --> WS
What you'll accomplish
By the end of your first week, you should be able to:
- Confirm your company's domain context
- Connect at least one data source
- Explore and activate an agent
- Create a workstream for a specific goal
- Run an agent and review its outputs
- See how your work appears in the lifecycle graph and activity history
Do a task
| Task | Guide |
|---|---|
| Full platform walkthrough (first hour) | Platform walkthrough |
| Connect a data source | Connecting a connector |
| Configure Slack or export targets | Configuring a connector |
| Create a workstream | Creating a workstream |
| Use Analyze / Plan / Action / Reports | Workstream chat modes |
| Triage Overview each morning | Using the Overview page |
| Explore before committing | Using the Perception console |
| Use the collaboration rail | Workstream chat modes — Collaboration rail |
| Follow setup checklist | Onboarding checklist |
Learn the concepts
| Article | Description |
|---|---|
| Key concepts | Core ideas: agents, workstreams, NTUs, governance |
| Navigating the platform | Sidebar map and daily operator loop |
| What works today | Live vs partial vs planned features |
| Product roadmap | Planned capabilities and workarounds |
Quick starts by role
| Role | Guide |
|---|---|
| CFO / Finance leader | Quick start for CFOs |
| Operations leader | Quick start for ops leads |
| Revenue operations | Quick start for RevOps |
Recommended path
| Step | Action | Guide |
|---|---|---|
| 1 | Walk the platform end-to-end | Platform walkthrough |
| 2 | Connect your data | Connecting a connector |
| 3 | Learn core concepts | Key concepts |
| 4 | Create a workstream | Creating a workstream |
| 5 | Run in Plan mode | Workstream chat modes |
| 6 | Approve at a checkpoint | Checkpoints and approvals |
| 7 | Browse agents for your domain |
Who should use this section
| Role | Start with | Why |
|---|---|---|
| Executive sponsor | Key concepts, Platform walkthrough steps 1–2 | Understand cross-workstream visibility before delegating runs |
| Operator / analyst | Platform walkthrough, Onboarding checklist | Hands-on path to first governed run |
| RevOps / FP&A | Role quick start matching your function | Connectors and workstreams aligned to your systems |
| Admin | What works today, Inviting teammates | Know live vs partial features before rolling out to the org |
Example scenario
A revenue operations lead completes onboarding, connects Salesforce and the company wiki, scopes a workstream for pipeline hygiene, assigns the Revenue agent, and runs a Plan-mode review. Marketing and sales leads approve connector writes at checkpoints. Outputs land in the workstream; Activity records the trail. The team repeats the pattern for the next quarter's forecast workstream.
FAQs {#faqs}
Q: Do I need technical skills to use Nimbus? A: No. Nimbus is designed for business users. You describe goals in plain language, review outputs, and approve decisions.
Q: How long does setup take? A: Most organizations complete initial setup in one to two sessions. A first governed run often happens in the same week.
Q: Can I invite teammates during setup? A: Yes. You can invite teammates during onboarding or later from workspace settings.
Q: Which features are live vs coming soon? A: See What works today.
Q: Where should executives start? A: Read Key concepts, then the role quick start that matches your function (CFO, Ops, or RevOps).
Q: What if our wiki or billing screens look empty? A: Some capabilities roll out gradually. What works today lists workarounds; connectors and workstream runs are the highest-value starting points.