Reach your first live automation
Work the Get started checklist from a new account to a published, running workflow and an invited teammate.
Goal
Take a brand-new account from setup to a workflow that is live and processing events, then bring a teammate on board. The Get started checklist tracks this for you: it watches your account and checks each card off automatically as you finish the underlying work.
The checklist has four cards. One is already done the moment your account exists, so you have three real tasks ahead: build a workflow, publish it, and invite a teammate.
When to use this
Use this page right after you finish account setup, when you want a clear, ordered path to your first working automation. If you have already built and published workflows, the checklist will show them as complete and you can skip ahead to whichever card is still open.
Find the checklist
The checklist is a floating launcher, not a panel on your dashboard. Look for the Get started pill in the bottom-right corner of the account app (top-right on mobile). It shows your progress inline, for example Get started · 1/4.
Click the pill to expand the panel. The header reads Get started with {your account name}, followed by a progress bar and a {completed} of {total} completed count. Each card is a read-only checkbox plus a link that takes you to the right place to do the work. Completed cards show a strikethrough title.
The checkboxes are read-only. You cannot mark a card done by hand. Each one flips to complete on its own once TaskJuice detects the matching condition in your account, such as a published workflow existing.
You can Minimize the panel to collapse it back to the pill, or Dismiss it to hide it for good. Dismissal syncs across your devices, and the launcher stops appearing once every card is complete.
Work the cards
Confirm your workspace exists
The first card, Create a workspace, is checked the moment you land in the account app. Its description reads "Your first workspace was created during agency setup." TaskJuice creates that first workspace for you during the setup wizard, so this card is always complete on a fresh account. Nothing to do here.
Build your first workflow
Open the Build your first workflow card. Its description is "Build your first automation. Connecting apps happens inline as you go." The link takes you to the workflows list in your default workspace, where you create a new workflow and lay out a trigger and one or more actions in the visual editor.
You do not connect apps in a separate up-front step. When a node needs a connection, you create it inline right there in the builder. See Build your first workflow for the full walkthrough.
This card checks off as soon as your account has at least one workflow.
Publish the workflow
Open the Publish a workflow card, described as "Make your workflow live and start processing events." Building a workflow saves it as a draft; publishing is what makes a version live so it can receive real events. The link returns you to the workflows list in your default workspace so you can open the workflow and publish it.
Publishing runs a validation gate first. If the workflow has a problem, the publish is blocked until you fix it. Work through Test and publish a workflow for the publish flow and how to clear validation errors.
This card checks off once your account has at least one workflow with the status
published.Invite a teammate
Open the Invite a teammate card, described as "Bring a teammate onto the platform." The link takes you to the members page for your workspace, where you send an invitation. See Invite teammates for roles and how invitations work.
This card checks off once more than one user belongs to your account.
Verify it worked
You have reached first success when the Publish a workflow card is checked. At that point your workflow is live and processing events, which is the core outcome this checklist drives toward.
When all four cards are complete, the progress count reads 4 of 4 completed and the Get started launcher stops appearing. There is nothing to dismiss; finishing the work retires the checklist on its own.
Troubleshooting
A card you finished still shows as incomplete. The checklist reads your account state when the panel loads. If you just created or published a workflow in another tab, collapse the panel to the pill and expand it again, or refresh the page, so it re-reads your account.
The "Build your first workflow" link sends you to the clients page. When TaskJuice cannot resolve a default workspace slug, every card link falls back to the clients page instead of the workflows list. Open your workspace from there, then return to the card.
You do not see a "Connect an app" card. There is not one, and that is intentional. Connecting apps happens inline while you build a workflow, so it is folded into the Build your first workflow card rather than being a standalone step.
The launcher is gone and the checklist is unfinished. You dismissed it. Dismissal is permanent and syncs across your devices, so the pill will not return on this account. You can still do every task directly: build and publish from the workflows list, and invite from your workspace members page.