Quick Start

Get started with Zenmako in under 10 minutes. This guide walks you through creating an account, setting up your team, connecting your first tool, and asking your first AI-powered question.

What is Zenmako?

Zenmako is an AI assistant that connects to your business tools (Asana, Trello, Notion, HubSpot, and more) and lets you ask questions across all your data or automate repetitive workflows.

1. Create Your Account

  • Go to app.zenmako.com
  • Click Sign Up
  • Enter your name, email, and password
  • Click Sign Up to create your account

    • You will be automatically logged in after signup.

    2. Create Your First Team

    After signing up, you will see the onboarding flow.

  • Select your use case - Choose what brings you to Zenmako:
    • - Automate business workflows - Build AI agents - Manage team projects - Or enter your own use case
  • Enter a team name - This can be your company name, department, or project name (e.g., "Marketing Team" or "Acme Corp")
  • Click Create Team

    • 3. Add Your First Connection

    Connections link Zenmako to your external tools. Let's connect one now.

  • From your team dashboard, click Connectors (or navigate to Connections > Browse Connectors)
  • Browse the available connectors - you will see tools like:
    • - Asana - Project management - Trello - Kanban boards - Notion - Docs and databases - HubSpot - CRM - Linear - Issue tracking - Email (IMAP) - Your email inbox - And many more
  • Click Connect on the tool you want to add
  • Enter a name for this connection (e.g., "Work Asana" or "Marketing Trello")
  • Click OK
  • Follow the authentication prompts to grant Zenmako access to your tool

    • Once connected, Zenmako will start learning from your data. This builds your team's knowledge base.

    Tip: Start with the tool you use most frequently. You can always add more connections later.

    4. Ask Your First Question

    Now that you have a connection, let's ask the AI a question.

  • From your team dashboard, click on an AI Agent (the default agent is "Onemako")
  • This opens the chat interface
  • Type a question in the chat input and press Enter

    • Example prompts to try:

    If you connected Asana or Trello:
  • "What tasks are due this week?"
  • "Show me all high-priority tasks"
  • "What projects am I working on?"
    • If you connected Notion:
  • "Summarize my recent meeting notes"
  • "What pages were updated this week?"
    • If you connected HubSpot:
  • "Show me recent deals in the pipeline"
  • "What contacts were added this month?"
    • If you connected Email:
  • "Summarize my unread emails"
  • "What emails need a response?"
    • General questions (work across multiple connections):
  • "What should I focus on today?"
  • "Give me a summary of my week"

    • The AI will search across your connected tools and provide an answer based on your actual data.

    5. Explore Further

    You are now set up with Zenmako. Here are some next steps:

    Add more connections

    Connect additional tools to give the AI a broader view of your work. The more tools you connect, the more helpful the AI becomes.

    Learn about the Knowledge Base

    Understand how Zenmako indexes and learns from your connected data. See: Knowledge Base

    Create workflows

    Automate repetitive tasks by setting up scheduled workflows. See: Creating Workflows

    Understand tool approvals

    Learn how Zenmako asks for permission before taking actions in your tools. See: Tool Execution & Approvals

    Invite team members

    Share Zenmako with your colleagues to collaborate on the same knowledge base. See: Team Members

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