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Get started in four steps

Create your workspace, run your first Workflow, try Sheets, and set up AI Visibility.

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Step 1: Create your workspace

  1. Sign up for Slate. If you don’t belong to a workspace yet, Slate opens a setup screen titled Hire your marketing brain.
  2. Enter Your website. Optionally, attach Company docs, such as a pitch deck or competitor list. If you attach files, check the confirmation box below them.
  3. Click Research my company. To go straight to Home instead, click Create without research.
  4. Slate researches your company on the Getting started page. When Your workspace is ready appears, click Open workspace →.
Slate opens Home. The research keeps running, and its results appear on Home as they finish. If you skipped the research, you can start it later from Company research on Home.

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Step 2: Run your first Workflow

  1. Go to Automate → Workflows in your sidebar.
  2. Click Create workflow.
  3. Browse the templates by category and select one.
  4. Click Test All, enter your input (e.g., a keyword), and click Test All in the panel to run the workflow.
Templates are the fastest way to experience Slate without building from scratch.
  1. Go to Automate → Workflows and click Create workflow → Create Blank. The new workflow starts with an Input block and an End block.
  2. In the Input block, add an input field (e.g., keyword).
  3. Add a Google Search or LLM block between Input and End.
  4. Click Test All to see your results.
Think of workflows as Lego blocks — each step does one task.

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Step 3: Try Sheets for bulk execution

  1. Go to Automate → Sheets in your sidebar.
  2. Click Create → Blank sheet. To import your list of keywords, URLs, or campaigns, click Create → CSV instead.
  3. Each row becomes a dataset you can run workflows on.
  1. Click + Workflow, choose Workflow or Superblock, and map its inputs to your sheet’s columns.
  2. Click the run button in the new column’s header and choose Run all or Run 10.
  3. Slate processes the rows and returns results directly in your sheet.
Sheets are best when you want to analyze hundreds of keywords or pages at once.

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Step 4: Set up AI Visibility

  1. Go to Assets → Brand Kit. Review and complete your brand details and competitors. Slate’s research fills empty fields, such as your description and competitors, but never overwrites your entries.
  2. Go to Insights → AI Visibility in the sidebar.
  3. Click Add prompts → Add a prompt, enter a question your buyers ask AI, and click Run now.
  1. Check the Overview tab in AI Visibility.
  2. See where your brand appears in AI search results (ChatGPT, Perplexity, Google AI Overviews).
  3. Explore the Citations and Sentiment tabs to understand how AI platforms talk about you.
AI Visibility helps you defend your brand’s presence across AI search engines.

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Next steps

Now that you’ve run your first Workflow, tried Sheets, and set up AI Visibility, explore these features:

Building Workflows

Learn how to build workflows step by step.

Sheets use cases

Learn how Sheets simplify keyword analysis and bulk execution.

Citations

See how to monitor citations and share of voice across AI platforms.

Cowork

Chat with the Slate agent to research, audit, and plan.
Need help? Browse the rest of these docs or use the Support link at the top of this page.