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

# Getting Started

> Set up your Concrete workspace and start extracting insights from your portfolio communications

## Quick Setup

Get up and running with Concrete in just a few minutes. Follow these steps to connect your data sources and start generating insights.

<Steps>
  <Step title="Create Your Workspace">
    1. Once you have access to Concrete, login at [app.concretehq.com](https://app.concretehq.com)
    2. Follow the onboarding process to finalize your user profile and create or join a workspace
    3. After onboarding, invite team members to collaborate in your workspace
  </Step>

  <Step title="Connect Your Inbox">
    Connect your Google Workspace (Gmail) account to start processing portfolio communications:

    1. Go to **Settings** → **Email Accounts**
    2. Authorize Concrete to access your email (read-only)
    3. After connecting, set your preferred sharing setting (metadata, attachments, or full content). We recommend starting with attachments.

    <Note>
      Concrete only requires read access to your email. We do not send or delete emails on your behalf.
    </Note>
  </Step>

  <Step title="Set Up Funds to Start Tracking Your Portfolio">
    Your list of funds determines which emails Concrete analyzes. From there, Concrete further narrows the selection into the most relevant, content-rich emails.

    1. On the sidebar, click the plus icon next to **Funds**
    2. Name and save a new fund
    3. Once you have a fund, use the Add Company button to add companies. These companies will be analyzed by Concrete.

    <Tip>
      You can bulk import companies from a CSV file.
    </Tip>
  </Step>
</Steps>

## Understanding Your Data

Once connected, Concrete will begin processing your communications:

### Automatic Processing

* **Email Parsing**: Extracts key information from portfolio company communications
* **Thread Grouping**: Groups related conversations together
* **Contact Recognition**: Identifies people and their company affiliations
* **File Processing**: Transcribes and categorizes email attachments

## Your First Insights

### Touchpoints

Visit the **Touchpoints** section to see:

* Automatically categorized company updates
* Board meeting communications
* Funding announcements
* Key metrics extracted from emails

### Chat Interface

Try the AI chat feature:

1. Go to any company page
2. Click the **Chat** tab
3. Ask questions like:
   * "What are this company's latest metrics?"
   * "Summarize recent board communications"
   * "What are the company's fundraising plans?"

### Files

Check the **Files** tab for automatically categorized documents such as:

* Board meeting decks
* Pitch decks
* Financial models
* Legal documents

## Next Steps

<CardGroup cols={2}>
  <Card title="Understanding Touchpoints" icon="timeline" href="/concepts/touchpoints">
    Learn how Concrete categorizes and organizes your communications
  </Card>

  <Card title="Email Processing" icon="envelope" href="/data-streams/emails">
    Deep dive into how Concrete processes your email data
  </Card>

  <Card title="AI Chat" icon="comments" href="/concepts/chat">
    Discover how to get the most out of Concrete's AI assistant
  </Card>

  <Card title="API Integration" icon="code" href="/api/introduction">
    Connect Concrete with your existing tools and workflows
  </Card>
</CardGroup>

## Need Help?

* **Email Support**: [support@concretehq.com](mailto:support@concretehq.com)
* **Knowledge Base**: Browse our documentation sections
* **Feature Requests**: We'd love to hear your ideas for improvements

***

**You're all set!** Concrete is now processing your portfolio communications and generating insights. Check back in a few hours to see your first touchpoints and digests.