> ## Documentation Index
> Fetch the complete documentation index at: https://docs.erdo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Connect a data source and get to a useful result in a few minutes.

This walks through the shortest path to a real result: give Erdo some data, then
ask Erdo to do something with it.

## 1. Create an account

Sign up at [erdo.ai](https://erdo.ai/signup). You'll land in your organization's
workspace — your team shares it, with permissions controlling who can see and do
what.

## 2. Add some data

In the sidebar, open **Setup → Data & connections**, and pick how to bring data in:

* **Upload a dataset** — drop in a CSV or Excel file to get going immediately.
* **Connect a source** — under **Data & connections**, link a database, Google Workspace,
  Slack, or another tool. Sign in and authorize; the connection is private to you
  and encrypted.

<Tip>
  Connecting Google Calendar here is also what enables Erdo to **book meetings**
  on a [voice call](/voice) later.
</Tip>

## 3. Ask for the outcome

On **Home**, ask for what you want in plain language. Be specific about the
outcome — Erdo figures out the steps. You do not need to choose or configure an
agent first.

> "From my `signups` dataset, show new signups by plan for last month and flag
> anything that looks off."

Erdo connects to your data, does the analysis, and shows the result —
tables, charts, and its reasoning — right in the conversation.

## 4. Turn it into something durable

From the same conversation, keep going:

* **Build a page** — "Turn this into a dashboard I can share with the team."
  Erdo produces a live [page](/concepts#pages) wired to your data.
* **Automate it** — have Erdo re-run on a schedule so the report refreshes on
  its own. See [Activity](/concepts#activity).

## 5. Stay in control

As Erdo works, it will **propose** things — knowledge to remember, or actions
that change data or reach outside Erdo. You will see decisions in **Activity**
and approval prompts in the relevant conversation. Nothing consequential happens without your sign-off. See
[Review and approvals](/concepts#review-and-approvals).

***

## Use Erdo outside the app

You don't have to work in the web app, and you don't have to write code:

* [MCP server](/mcp/overview) — connect Claude, Cursor, or any MCP client to your data
* [CLI](/cli) — drive Erdo from your terminal or an AI coding session

Building software on Erdo? The [REST API](/api/overview) and the [TypeScript](/ts-sdk/overview) / [Python](/sdk/invoke) SDKs are in the **Developers** tab.