> For the complete documentation index, see [llms.txt](https://salesa.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://salesa.gitbook.io/docs/quickstart.md).

# Getting Started

Salesa is quick to set up and works with the tools you already use. \
You only need a Google account to begin.

{% hint style="info" %}
Currently available for Gmail and Google Sheets only
{% endhint %}

{% stepper %}
{% step %}

### Create Your Account

Go to the Salesa website and click **Login / Signup**.\
Sign in with your Google account.\
You will enter a 14-day free trial with no credit card required.

<figure><img src="https://3785139236-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOJBCzxrjmIVO40pcL1pf%2Fuploads%2FeGSmLWO8HC0S5yXmzxEr%2Fsignup.png?alt=media&amp;token=6ed58e94-eac3-401a-8925-81a38f3e8144" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Create Your Organization

After signing in, you will be asked to create or join an organization by sent URL.\
An organization is your shared workspace where all team members can see the same pipeline and integrations.\
Give it a simple name, such as your company name or team name.\
You can invite teammates later from the **Team Members** page.
{% endstep %}

{% step %}

### Connect Gmail

Salesa will ask for permission through Google OAuth.\
After approval, it can read deal-related emails safely without accessing personal messages.
{% endstep %}

{% step %}

### Connect Google Sheets

Choose an existing Sheet or create a new one for your pipeline.\
Salesa detects common columns such as Deal Name, Owner, Stage, Amount, and Last Contact Date.\
You can rename or move columns later if you prefer a different structure.
{% endstep %}
{% endstepper %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://salesa.gitbook.io/docs/quickstart.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.