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1

Sign In

a. Visit app.micro.so and sign in with Google or emailb. Create or join a workspace when prompted
2

Connect Your Accounts

After signing in, connect your accounts to centralize all your communications:a. Gmail accounts - Connect multiple Gmail accounts to manage all your emails and contacts in one place. Micro syncs up to 3 years of email history (full history on paid plans) and automatically creates contacts from your conversations.b. X (Twitter) - Connect your X account to import followers, send DMs, and morec. Team members - When you invite team members to your Micro workspace, all of your contacts are shared with each other
The more accounts you connect and team members you invite, the more comprehensive your unified workspace becomes. You can always add more accounts later.
3

Set Up Your Workspace

The fastest way to get started is to use the /onboarding skill. Open the AI assistant with Cmd+J and type /onboarding — the agent will walk you through setting up your workspace, creating your first list, and adding records.You can also set things up manually:a. Press Cmd+K (or Ctrl+K on Windows) to open the command paletteb. Type “new list” and select a template that fits your needsc. Add records manually, import from CSV (learn more), or ask the AI to help
4

Find Anything with Quick Search

Press Cmd+K to open Quick Search — your universal search and command palette.
  • Search everything — people, companies, emails, tasks, docs, and more
  • Take actions — create new emails, tasks, and documents
  • AI search — ask questions in natural language like “what did Sarah email me about last week?”
Learn more about Search & Command K
That’s it! You’re ready to start using Micro. Explore the feature guides to learn more about specific capabilities, or just ask the AI assistant anything with Cmd+J.