Getting Started
Choose a workspace, learn the five Align apps, and complete your first decision-to-delivery workflow.
Align is a connected workspace for turning conversations and source material into decisions, then carrying those decisions through to delivery. The product is a suite rather than one large app: the same account, workspace, people, search, notifications, and Ask Align experience travel with you.
Home
Switch workspaces, invite people, connect tools, search everything, and manage account settings.
Rooms
Run an Align, review decisions, revisit sessions, or create a Quick Decide and Pick-a-time poll.
Pages
Write collaborative documents and organize them with folders, templates, pins, sharing, and trash.
Chat
Use workspace channels and direct messages with presence, reactions, calls, and unread state.
Plans
Manage work items, projects, sprints, milestones, dependencies, goals, reports, and delivery evidence.
Set up the loop
If your team works in Jira or Linear, start with the Set up the loop checklist on Home. It ticks each step off from what's actually connected, and each step links to where you do it:
- Connect Jira or Linear.
- Sync a project, so Plans mirrors it both ways.
- Connect GitHub, so branches, PRs and merges move tickets.
- Add the Meet extension, for prep before calls and tasks after them.
- Invite your team.
- See your first ticket move: accept a task from a meeting, or let a merge close one.
The checklist disappears once everything is done. See Plans for how the Inbox, Standup and sync work.
Your first end-to-end workflow
Pick a workspace
Use the workspace switcher in any app. Personal is private to you; a shared workspace makes its people, channels, projects, and activity available across the suite. Spaces provide another way to group people and activity inside Home.
Bring in context
Create a Page, upload or link a file, start a Chat thread, or connect a calendar and work tools from Home → Settings → Integrations. Universal Search and Ask Align use the sources you are allowed to see.
Reach a decision
Start an Align in Rooms for a live, facilitated discussion. For a smaller choice, use Quick Decide. Calls captured with the browser extension can produce a decision directly or hand the transcript to a Room when the group did not finish.
Turn the outcome into a plan
Create or accept the resulting work items in Plans. Assign owners and dates, add subtasks and dependencies, place the work in a project or sprint, and link the source decision, room, page, issue, pull request, or design.
Close the loop
Send an approved Decision or Work item to Slack, track delivery in GitHub, Linear, or Jira, and use project updates, health, and reports to show progress. The activity trail preserves how the work moved from conversation to completion.
Common entry points
| If you want to… | Start here |
|---|---|
| See what needs attention today | Plans → Home, Inbox, or Your work |
| Make a decision with a group | Rooms → New Align |
| Make a lightweight async choice | Rooms → Quick Decide |
| Summarize a Gmail or Slack thread | Open the thread and press the Align extension button |
| Capture Meet, Teams, or Zoom without a meeting bot | Install the browser extension |
| Find an earlier decision, page, meeting, or message | Open Universal Search or Ask Align in any app |
| Connect Slack, GitHub, Linear, Jira, Notion, Figma, or calendars | Home → Settings → Integrations |
| Use Align from ChatGPT, Claude, Cursor, or VS Code | Connect the MCP server |
Some intelligence features are private beta
Autopilot, Decision Intelligence, Replay, Confidence, Contradiction Detection, organizational Memory, Pulse, and Chief of Staff briefings only appear for people with beta access. Request it from Join the beta in any app's sidebar. Core Rooms, Pages, Chat, Plans, search, integrations, and the extension do not depend on those beta screens.
Learn more
Product suite
What each app owns and how records connect across the workspace.
Plans
Work items, projects, views, planning layers, and delivery evidence.
Browser extension
Calls, Gmail, Slack, selected text, connection, and privacy behavior.
Integrations
Provider-by-provider capabilities, permissions, sync, and webhooks.
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