Getting Started with Octacer

Welcome to Octacer! This guide will help you get set up and running in minutes.

Octacer helps you:

• Automate repetitive workflows and save hours every week
• Integrate systems without custom code
• Deploy AI capabilities to your business processes
• Scale operations without hiring more people

1. 1

   Sign up

   Go to octacer.com and click Get Started
   Enter your email and password
   Choose your workspace name
   Verify your email address
   You are ready to go

2. 2

   Start free

   You will start with a free tier. Upgrade to Pro or Enterprise plans for more capabilities.

Octacer integrates with 500 plus apps. To connect:

1. Click Integrations in the left sidebar
2. Search for your app (e.g., Gmail, Slack, Stripe)
3. Click Connect
4. Authorize Octacer to access your account
5. The integration is now active

Simple example: Send Slack notification when new email arrives

1. 1

   Build workflow

   Click Create Workflow
   Name it New Email Notification
   Choose trigger: Gmail - New Email
   Choose filter: From contains at client.com
   Add action: Slack - Send Message
   Configure message: New email from {sender}: {subject}
   Click Test to verify it works
   Click Publish to activate

2. 2

   Finish quickly

   Time to completion: 5-10 minutes

1. Go to Workflows dashboard
2. Click on your workflow
3. View recent runs
4. Check the activity log for detailed information
5. Make adjustments if needed

• Lead routing: New form submission to CRM to sales notification
• Invoice processing: Email with invoice to data extraction to accounting
• Content publishing: Schedule blog post to social posting to team notification
• Data backup: Daily export to cloud storage upload

• Live chat: Available 9am-6pm EST Monday-Friday
• Email support: support@octacer.com with 24-hour response
• Knowledge base: You are reading it
• Community forum: community.octacer.com

Congratulations! You have created your first workflow. You are now automating. Welcome to the future of work!