-
Notifications
You must be signed in to change notification settings - Fork 3
docs: Add setup prerequisites and collaborative onboarding to quickstart guide #309
New issue
Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.
By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.
Already on GitHub? Sign in to your account
Merged
prithvi2206
merged 3 commits into
main
from
promptless/setup-prerequisites-and-collab-onboarding
Mar 18, 2026
Merged
Changes from all commits
Commits
Show all changes
3 commits
Select commit
Hold shift + click to select a range
File filter
Filter by extension
Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
There are no files selected for viewing
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
| Original file line number | Diff line number | Diff line change |
|---|---|---|
|
|
@@ -7,6 +7,7 @@ sidebar: | |
| --- | ||
| import HowItWorks from '@components/site/HowItWorks.astro'; | ||
| import Success from '@components/fern/Success.astro'; | ||
| import Tip from '@components/fern/Tip.astro'; | ||
|
|
||
| {/* test {"testId": "setup-quickstart-content"} */} | ||
| {/* step {"goTo": "https://promptless.ai/docs/getting-started/setup-quickstart"} */} | ||
|
|
@@ -19,6 +20,21 @@ Promptless automatically updates your docs, saving your team time and improving | |
|
|
||
| Sign up for a free account at [accounts.gopromptless.ai](https://accounts.gopromptless.ai) | ||
|
|
||
| ### What permissions are needed? | ||
|
|
||
| Connecting integrations may require admin-level access depending on your organization's settings: | ||
|
|
||
| - **Slack**: Workspace admin permissions to install the Promptless app | ||
| - **GitHub**: Organization admin or sufficient repository access to install the GitHub App | ||
| - **Jira/Confluence**: Atlassian admin permissions to authorize the OAuth connection | ||
| - **Linear**: Workspace admin permissions to connect the integration | ||
|
|
||
| Don't have the required permissions? No problem—you can invite teammates during setup. | ||
|
|
||
| <Tip> | ||
| If you don't have admin access to connect a particular integration, you can invite someone from your IT or Engineering team directly from the onboarding wizard. The invited person receives an email that brings them to the same onboarding page you're on, and they can pick up exactly where you left off. | ||
| </Tip> | ||
|
|
||
| {/* step {"find": "Guided Setup Wizard"} */} | ||
| ## Guided Setup Wizard | ||
|
|
||
|
|
@@ -63,7 +79,7 @@ When you first sign in, a 6-step wizard guides you through setup: | |
| ]} | ||
| /> | ||
|
|
||
| Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Team members from the same organization can continue setup without losing previous progress. | ||
| Your progress saves automatically—if you leave and come back later, you'll pick up where you left off. Setup doesn't need to be completed by a single person: any teammate you invite can continue from the current step, making it easy to hand off to someone with the right permissions for a specific integration. | ||
|
Contributor
Author
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Prospect email question: "What information do we need to have ready from GitHub, Slack, JIRA, etc?" - prompted documentation of prerequisites and collaborative setup flow. Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019 |
||
|
|
||
| {/* step {"find": "What Gets Configured"} */} | ||
| ## What Gets Configured | ||
|
|
||
Oops, something went wrong.
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
There was a problem hiding this comment.
Choose a reason for hiding this comment
The reason will be displayed to describe this comment to others. Learn more.
Prithvi's response to prospect Susannah (Alation): "you can invite an admin from eng/IT to connect those apps to Promptless, and they can pick up where you left off... The email they get will bring them to the same exact onboarding page that you are looking at. Everyone you invite can continue the onboarding steps."
Source: https://Promptless.slack.com/archives/C08RZNK94GN/p1773778951753019