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What You Need

Already have an account? Skip to Step 1.

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Step 1: Open Your Workspace

Go to doe.so or dashboard.doe.so and sign in. If teammates on your email domain already use Doe, you can request to join their workspace; otherwise create a new one. A short setup flow asks about your role and tools, helps you make your first connections, and seeds starter prompts. The home screen keeps a Get started with Doe checklist until you have covered the basics. Doe workspace

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Step 2: Connect Your First Work Surface

Go to Settings -> Connections and connect a service Doe should use, such as Gmail, Slack, HubSpot, Google Drive, Google Sheets, or a database.

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Step 3: Add Context

Upload a file in chat or add reusable files to the Library. Doe supports documents, spreadsheets, CSVs, JSON, text, Markdown, images, and ZIP uploads of supported files. Use @ to mention a file, folder, Google file, previous session, or connected integration. Mentioning context in Doe

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Step 4: Delegate Your First Task

Start with a concrete outcome. Include the source, output format, constraints, and approval rules. 
Search @Gmail and @HubSpot for Acme updates from the last 14 days.
Summarize what changed, list open risks, and draft a follow-up email.
Do not send until I approve.
Doe decides whether your request needs a quick answer or deeper agent work. For larger outcomes, name the sources, output, constraints, and approval rules.

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Step 5: Review, Share, or Turn It Into a Loop

Open the preview pane with Cmd + I or Ctrl + I. You can inspect agent activity, files, spreadsheets, sources, generated charts, and Loop configuration without leaving the chat. From there, you can download a generated file, save it to the Library, share a response or conversation, or turn recurring work into a Loop.

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What’s Next

Task Playbooks

Choose the first real task to delegate

Agents

Learn how delegation, subagents, and activity tracking work

Working with Files

Upload, search, analyze, and fill documents

Sharing and Collaboration

Share conversations, files, folders, and specific responses

Spreadsheets

Create, edit, style, validate, and sync spreadsheets

Integrations

Connect apps where Doe can search and act

Loops

Schedule recurring agent work
Need help? support@doe.so