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This is the admin path — you’re building the foundation the rest of your team works on top of. If you’re a seller getting started, go to Getting Started instead. Work through these in order. Each step builds on the one before it, and you can check your progress at any point:
Deal Brain reports readiness per capability along with specific blockers and the next step for each.

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1. Connect your context sources

Start here — everything else depends on Deal Brain having context to work with.
1

Connect a source of opportunities

Connect Salesforce or HubSpot as your system of record. If you can’t get admin approval yet, a CSV import gets your team running today and you can connect a CRM later.
2

Connect Google Workspace

Gmail and Calendar give Deal Brain the email and meeting context that powers briefs and drafts.
3

Connect a transcript source

Granola, Gong, or Fathom. Transcripts are the highest-value context Deal Brain ingests.
4

Connect Slack and Notion

Slack for deal-channel context, Notion for deal plans and account notes. Both optional, both meaningful.

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2. Add playbook sources

Without these, Deal Brain gives good generic sales advice. With them, it gives your advice. Start with one sales_process source — it unlocks the synthesized process overview and answers the questions your team asks most. See managing sources.

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3. Define signals

Pick the two or three patterns your team already tracks by hand and turn them into signals. Preview before activating, then backfill over a narrow window first. Resist defining ten at once. Two good signals beat ten noisy ones.

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4. Publish canvas templates

Canvas templates give your team consistent document structure — pipeline reviews, deal one-pagers, meeting briefs. Agents can post them directly to Slack. At least one published public template is needed before agents can use canvas content.

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5. Configure agents

Once the above is in place, agents can act on it. Start with a single team agent posting a weekly pipeline summary, and expand from there.

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6. Get your team connected

Each seller connects their own AI platform:

Claude

Setup guide

ChatGPT

Setup guide

Other tools

Any MCP client
Then point them at Getting Started for prompts that work on day one.

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Permissions

Configuration is permission-gated. Depending on your role you may have some or all of: If a capability looks missing rather than blocked, it’s usually a permissions question. Deal Brain reports what actions you’re allowed to take — don’t infer permissions from what you can’t see.

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Checking readiness later

The setup check is worth re-running after any significant change: