Onboarding

Onboarding turns a new account into a workspace with a concrete goal, a first playbook, an autonomy default, and a plan chosen for the work you just shaped. The standard sequence is Workspace, Goal, Playbook, Autonomy, Plan. A playbook selected on the public site brings its own goal, so that route skips Goal.

Create your workspace

The first step creates a workspace, and whoever creates it becomes the owner. Give it the name of the company, client, or operating context it represents. The agents, tasks, goals, playbooks, workers, and subscription you choose next all belong to this workspace.

Set the goal before choosing capacity

The Goal step asks what you want the workspace to achieve. This is a real workspace goal rather than a setup survey. It gives the first playbook and its agents a direction they can use after onboarding.

When the goal is too broad, Task Machine offers a sharper title, description, and definition of done. You can apply the suggestion or continue with your own wording. This keeps the decision with you while making the next setup step more useful.

Install the first playbook

A playbook packages a repeatable job with the agents, context, and workflow needed to run it. You can install one from the gallery or design one from the goal you just entered. Installing the first playbook gives the workspace a real operating shape before you decide what capacity to buy.

The playbooks guide explains how bundled and custom playbooks become recurring work.

Choose the default autonomy

The Autonomy step sets how much new agents may do before asking for approval. The selected level becomes the workspace default and applies to agents installed during setup. Individual agent profiles can use a different level later.

This is the final product-setting decision. Continuing takes you to plan selection with enough context to judge whether the workspace needs your own machine, two cloud workers, or five cloud workers.

Select the plan last

The final step compares Local, Growth, and Scale with monthly and yearly billing. Every workspace completes Stripe Checkout and starts with a seven-day trial of the selected plan. A first workspace pays a $1 or €1 signup fee. An eligible additional workspace has that fee waived but still provides a payment method.

Growth and Scale trials include $25 or €25 of model credit. Local includes no model credit. When a paid Growth or Scale subscription begins, its normal included credit replaces the trial allowance. The plans and trials guide covers prices, credit behavior, cancellation, and private-beta limits.

After Checkout confirms the subscription, Task Machine opens the workspace. The product tour introduces Chat, Inbox, and Tasks once per account. If the selected plan uses local execution, connect Task Machine to your computer from Workers before assigning agent work. Growth and Scale can use their cloud-worker capacity once the subscription is active.

Put the workspace to work

With the goal, playbook, autonomy default, and plan in place, create or open a task and assign it to an agent. Progress and completed work stay on the task. Questions and approvals come back through the inbox, while Chat remains the place to decide what should happen next.

From here, How Task Machine works explains the operating model behind the setup, and Getting started covers connecting a local machine when your selected plan depends on one.