Setting up your workspace

When you create a new workspace, Monad's setup wizard helps you build it. Tell it about your team in your own words and it recommends a starter workspace: channels for the things you actually work on, a document or two, a database, a task board, and an agent that does something useful on a schedule.

Setting up with Monad#

1. Tell Monad what your team does, then answer a couple of quick questions about your size and what you'd like set up first.
2. Monad replies in the conversation with a recommended setup — an editable card right in the chat. Each item shows a name and a one-line description; freshly added items are marked NEW. Channels come with a color and, where one fits, an emoji icon, so your sidebar is easy to scan from day one. Click a channel's tile to pick an emoji, or its color swatch to choose an accent — or just ask Monad to recolor a channel or swap its emoji. Under Agents, the built-in Monad assistant always appears as a locked row — it comes with every workspace, so you can't rename or remove it, but it's there from day one alongside any agents you add. For larger teams, Monad may also propose groups — bundles of people that keep a shared audience together. Documents, databases, and task boards show a small pill for each channel or group they'll live in — any of them can be shared across more than one — so you can see where everything lands before it's created.
3. Shape the plan until it's right:
   • Remove anything you don't want.
   • Set a channel's color and emoji right on its row, and add or remove the spaces a document, database, or board lives in (each shows an "In …" row with a ＋ to add a space and a × on each to remove it).
   • Ask Monad in the chat to change things — "add a #hiring channel", "trim to three channels", "drop the asset database", "add a content board", "make #sales green with a 💰 emoji", "add a leadership group and put the strategy doc in it". It updates the plan as you go.
4. When you're happy, click Create workspace. Monad creates everything and drops you into your new workspace.

Nothing is created until you click Create workspace — the plan is just a draft, so explore freely. If you step away, you can come back and pick up where you left off.

Starting fresh#

If the conversation has wandered and you'd rather begin again, click Start over at the top of the wizard. It clears the chat and the drafted plan and takes you back to the opening greeting. Nothing has been created yet, so there's nothing to undo — you just get a clean slate.

Prefer to set it up yourself?#

Not in the mood to chat? Click Set it up myself at the top of the wizard and you'll get a couple of ready-made channels (#general and #random) to start from. Add your own channels, documents, and agents whenever you like.

Inviting your team#

You can ask Monad to invite teammates by email while setting up, or invite them any time afterward from your workspace settings. Invited teammates land straight in the channels you've set up for them.