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Astralis One

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SOC 2 Type II

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Quick Start Guide

Get up and running with Astralis in just 5 minutes

Prerequisites: Modern web browser, valid email address

1

Create Your Account

Sign up for Astralis and verify your email

Visit astralisone.com and click "Sign Up"
Enter your email and create a secure password
Check your email for verification link
Complete your profile setup

2

Set Up Your Organization

Create or join an organization to start collaborating

Create a new organization or join existing one
Invite team members to collaborate
Configure organization settings and preferences
Set up user roles and permissions

3

Connect Your First Integration

Link external services to start automating workflows

Go to Integrations page
Choose a service (Gmail, Slack, etc.)
Follow OAuth setup guide
Test the connection

4

Create Your First Pipeline

Set up automated workflows for your business processes

Navigate to Pipelines section
Choose a template or create custom pipeline
Configure stages and automation rules
Add team members and assign tasks

5

Explore Advanced Features

Discover AI-powered automation and analytics

Try AI intake routing for intelligent task assignment
Set up automated reminders and notifications
Explore document processing with OCR
Configure calendar integrations

🎉 You're All Set!

Here's what you can do next to get the most out of Astralis

Explore Core Features

• Connect more integrations
• Build custom workflows
• Use our API for custom integrations
• Set up automated notifications and reminders

Advanced Capabilities

• Advanced workflow automation with n8n
• AI-powered document processing and OCR
• Intelligent task routing and assignment
• Real-time collaboration features

Go to Dashboard Explore Documentation

Need Help?

If you run into any issues during setup, we're here to help.

Email SupportGet help from our team CommunityAsk the community Report IssuesFound a bug?