Getting Started

Sign up, connect an integration, and see your first client dashboard in under ten minutes.

This guide walks you through the first ten minutes with Salfio. By the end, you will have:

1. An organization on app.salfio.com
2. Your first integration connected (Gmail or Fireflies)
3. Your first client visible on the dashboard, already being populated by the sync pipeline

• Sign up — create your organization.
• Connect an integration — pick Gmail or Fireflies; more integrations are added over time.
• Create your first client — name the account you want Salfio to track.

Once you have a client and an integration, Salfio:

• Syncs communications — emails are pulled from the connected mailbox; calls are pulled from Fireflies. Both are linked to clients automatically via participant matching.
• Builds activities — every sync event (email received, call recorded) becomes a timestamped activity on the client's timeline.
• Generates insights — on a refresh cycle, Salfio re-analyzes each client's recent activity and surfaces concerns, friction risks, and summary talking points.

None of this requires manual tagging. It just runs.