Welcome to your Ex.Brain dashboard! After completing the sign-up wizard, the next 60 minutes are crucial for setting up your system. Think of this as your “AI onboarding sprint” — a structured checklist to make Ex.Brain fully functional and aligned with your business from day one.
This guide is designed to help you unlock value quickly, even if you’re new to Ex.Brain.
10 Quick Wins to Activate Ex.Brain #
Step | What to Do | Why It Matters |
1 | Understand the Core Structure Familiarize yourself with the meaning of Primary Brand, Sub-brand, Workspace, Department, Access Level, Block, and Block Category. | These are the foundation of how Ex.Brain organizes your business. Knowing the difference helps you structure data, teams, and permissions effectively. |
2 | Review and Update Business Settings Check your Sub-brands and Workspaces — add or edit them as needed. | Ensures that each business unit or location is represented accurately. You can run AI queries per workspace. |
3 | Set Up Departments Add or adjust departments to match your team structure. | Each Sub-brand can have its own departments. Organizing by department improves permission management and collaboration. |
4 | Create Role-Based Access Levels Define who can access what — admin, manager, staff, etc. | Access Levels control visibility and permissions across Blocks, integrations, and platform features. You need these before adding employees. |
5 | Review or Create Block Categories Make sure your Block Categories are tailored to your data types. | A good category structure helps Ex.Brain understand the context of your files (e.g., Financials, Operations, HR). |
6 | Upload Initial Data Add important PDFs, Excel files, or Word documents to each workspace. | Uploading your first files enables AI-powered responses immediately. |
7 | Invite Team Members Add colleagues and assign them to Departments and Access Levels. | Enables secure collaboration and lets you test permission settings in real time. |
8 | Ask Ex.Brain a Question Try a voice or text query related to your business data. | Verifies that your AI is connected and working — a quick way to validate setup. |
9 | Try an Integration Connect QuickBooks, MS Team, or any other available integration. | Once connected, Ex.Brain can pull live data and deliver deeper insights instantly. |
10 | Start Using Ex.Brain Daily Integrate it into meetings, STK, operations, and decision-making. | Daily usage helps Ex.Brain learn your workflows and improve answers over time. |
Pro Tips
- You don’t have to add all employees before uploading data. Start with data, then bring in users as needed.
- You can ask Ex.Brain: “What are the best practice Block Categories for my business?” or “How should I structure Departments for a multi-location related to my business?”
By the end of this checklist, your AI assistant will understand your business structure, be able to pull relevant information, and respond to both voice and text, just like a team member.