This walkthrough takes you from a blank signup form to a workspace that’s actively scoring your backlog. Most of it is answering a few questions - Pilea does the heavy lifting.

You can sign up two ways:

Email - enter your address and we’ll send you a magic link. You’ll see a Check your inbox screen; click the link in the email and you’re in. The link is valid for 24 hours and can be re-sent from the same screen.
SSO - Continue with Google, Microsoft, or GitHub.

Either way, tick the Terms of Sale and Data Processing Agreement box before you continue.

ℹ️ Note: Your workspace data will be hosted in the European Union.

Step 2: Goal

About you. Pilea asks for your first and last name, your role, your team size, your Company name and your Company website.

The website matters more than it looks. When you enter it, Pilea shows Analyzing your product website and reads your site to understand what you build. Everything that follows - the recommended lens, the reports - is shaped by what it finds.

💡 Tip: In a hurry? Website analysis is skippable. You’ll just start with a blanker slate.

Your goal. Pick the decision you’re chasing: What to build next, Where customers struggle, What to tell the team or Why deals stall. Or describe it yourself, for example “which onboarding step is losing us signups”.

Step 3: Set up

Pilea reads what you told it and recommends an analysis lens, marked Recommended. Hover any lens to see a preview of how your backlog would read through it, then pick one: Backlog Management, Jobs to be Done, Pains & Gains, or Build your own if you’d rather define your own categories, with Pilea’s help if you want it. See Choosing your analysis framework.

Step 4: Connect

Mark the tools you’d like Pilea to plug into: support tools like Intercom and Zendesk, call recorders like Gong and Fireflies, Notion and GitHub for context, and Jira, Linear or GitHub Issues for pushing work out. Nothing is connected yet - the list just makes sure the Integrations page leads with your tools once you’re in.

The Redact personal information (PII) toggle is on this step and is on by default. Leave it on unless you have a specific reason not to. You can fine-tune exactly which kinds of PII get removed later in Settings → PII Redaction, so don’t agonize over it now.

Step 5: Reports

Pilea designs a set of scheduled reports from your goal and shows a rendered sample of each, so you know what will land in your inbox. They run automatically, spread across the week. Click Continue to accept them; in the app you can edit the instructions in plain language, change the cadence, add email recipients or post them to a Slack channel. See Agents, skills, and pulses.

Step 6: Land in your workspace

Pilea shows Setting up your workspace while it creates your organization and applies your preferences. You can leave the page; it keeps working in the background. Once setup finishes, you’re in. But an empty workspace can’t score anything - which brings us to the last three things to do.

Give Pilea something to analyze

Every empty page explains what it will show once your data arrives. To get there:

Connect a feedback source - go to Integrations in the sidebar. The catalogue leads with the tools you marked during onboarding. This is where your mentions come from; without it, there’s nothing to analyze. See Choosing your first integration.
Add company context - go to Settings → Organization and fill in the company, product and audience descriptions, or click Generate context to draft them from your website. The more Pilea knows about your product and audience, the smarter its analysis gets. See Company context.
Invite your team - go to Settings → Team. See Inviting your team to Pilea.

💡 Tip: Do the feedback source first. As soon as feedback flows in, Pilea starts turning it into mentions, linking it to customers, and building scored backlog items - the rest makes those results sharper. If you have existing research or survey exports, upload them from the Context page to seed the backlog straight away.

Once feedback is flowing, head to your backlog and sort by Priority score. That’s your first data-driven ranking - built from real customer signal, not gut feeling. Your first scheduled report arrives on its day of the week.

Next: Choosing your first integration

From signup to your first scored backlog