Quickstart
Move from first login to a confident first week: orient the layout, connect the surfaces you use daily, and establish a simple operating rhythm your team can repeat.
Use this page as a checklist. Each block maps to something you can do in Harold on day one and week one — with links when you want to go deeper.
First day
Map the shell
Walk the left rail once: Assistant, Inbox, Documents, Pipeline, Deals, Mandates, Reports, Distribution, Tasks. Click each to see what “home” looks like for that surface.
Open one real deal
Pick a live deal and scroll the record, documents, and any linked threads. This is the fastest way to learn how context attaches in Harold.
Try a safe assistant prompt
Ask for an outline or a summary of something you already understand — not client-facing copy on day one.
First week
Operating rhythm
- Pipeline triage at a fixed time — stages honest, owners named.
- Inbox: link threads to deals the same day when intent is clear.
- Tasks: one owner, one due date, close with evidence.
Quality gates
- Templates: confirm which outputs require a second pair of eyes.
- Documents: naming + finals vs drafts discipline before external sends.
- Distribution: preview sends when materiality is high.
Operating habits
Deal spine
→Keep everything client-impacting anchored to a deal where possible.
Templates & outputs
→Use approved templates so speed does not create variance.
Assistant discipline
→Draft and explore — approvals stay human unless policy says otherwise.
Safe behaviour
→Least privilege, cautious sharing, sensible AI use.
Was this page helpful?