Getting started with LetEmily
LetEmily is where you keep track of the people you manage: their notes, meetings, and commitments, all in one place. This article covers what happens right after you sign up and where to find everything once you are in.
What happens right after I sign up?
A short setup wizard offers to walk you through the basics: adding your team, connecting a calendar, connecting Slack, and a quick word on privacy.
Every step in the wizard is optional and can be finished later. If you skip everything, you land on your Dashboard with an empty workspace ready for you to fill in.
- Add your team, either by importing a spreadsheet or adding people one at a time.
- Connect your calendar (Microsoft 365 or Google), so your upcoming meetings import automatically.
- Connect Slack, if you want to capture notes without leaving it.
- Review a short summary of how LetEmily handles your data.
- Land on your Dashboard.
What are the main areas of LetEmily?
Once you are signed in, a handful of links down the left side cover everything in the product.
Dashboard
Your starting point: what's coming up and what needs your attention.
Profiles
One page per person you manage, with their notes, meetings, and history.
Thoughts
Everything you have quickly captured with Thought Capture, in one running feed.
Meetings
Every meeting you have recorded or imported, past and upcoming.
Commitments
What you and your team have agreed to do, and what is overdue.
Ask Emily (Pro)
A place to talk through a situation with Emily, who already knows your team’s context.
Reports
Your Weekly Reflection, and, on Pro, your Morning Report.
Settings
Your account, integrations, privacy and data controls, and the setup wizard, all in one place.
What's Free and what's Pro?
Every core part of keeping track of your team, profiles, notes, meetings, commitments, and calendar and Slack integrations, is included on Free with no limit on how many people or how much history you keep. Pro adds Emily’s AI features: Ask Emily, Morning Report, AI Meeting Prep, AI Note Enhancement, and team-wide insights. See Free vs Pro: what’s included for the full breakdown.
Can I run the setup wizard again?
Yes. Go to Settings, then Onboarding, and select Restart Wizard. This does not delete anything you have already added: your teams, profiles, notes, meetings, and commitments are unaffected.
Where do I go if I get stuck?
This Help Center covers the most common questions. For anything it does not answer, use Contact to reach us directly.