Getting Started

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

The path

• Sign up — create your organization.
• Connect an integration — pick Gmail or Fireflies; more integrations land as separate tickets.
• Create your first client — name the account you want Salfio to track.

What happens next

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.