---
title: "Create Your First Gobii"
description: "Create a Gobii from a goal or template, review the first plan, add files and apps, and understand what happens next."
sidebar_label: "Create Your First Gobii"
---

This guide walks through the first successful setup: describe the job, create the Gobii, review its first plan, add useful context, and keep approval boundaries clear.

## 1. Start from a goal

Open [Gobii](https://gobii.ai) and describe the role you want filled. Use plain business language.

Strong prompts include:

- "Create a Gobii that prepares a weekly competitor brief for our product team."
- "Set up a Gobii to monitor vendor renewal risks and summarize open questions."
- "Create a Gobii that turns customer feedback files into themes and leadership notes."
- "Set up a lightweight sales research Gobii for target-account prep."

Include constraints if they matter:

- One-time setup or ongoing work.
- Internal-only work or allowed external communication.
- Preferred output format.
- Files, apps, or websites it should use.
- Daily credit expectations.

## 2. Choose blank setup or a template

You can create a Gobii from your own description, or start from the [Template Library](/using-gobii/template-library).

Use a template when the goal matches an existing pattern. The template gives you a starting charter, suggested tools, and a faster path to useful work. You can edit the Gobii after creating it.

<Screenshot
  src="/images/product/gobii-template-library.jpg"
  alt="Template Library showing shared Gobii templates grouped by category with search and template cards."
  caption="Templates are useful when you want a proven workflow shape before editing the Gobii for your workspace."
/>

## 3. Review the new Gobii

After creation, open the Gobii's chat and review:

- **Name**: the display name you and your team will use.
- **Charter**: the role and boundaries.
- **Status**: whether the Gobii is active or paused.
- **Plan**: any proposed steps or deliverables.
- **Tools and apps**: connected capabilities the Gobii can use.
- **Channels**: chat, email, SMS, contacts, or app channels.
- **Files**: attached or reusable workspace files.
- **Daily credits**: the soft limit for daily work.

If the Gobii starts with a plan, check whether the steps match your intent before adding more instructions.

## 4. Add context

Useful context makes the Gobii safer and more effective:

- Upload background files to the chat or filespace.
- Tell the Gobii which sources, apps, or systems matter.
- Connect only the apps or MCP servers it needs.
- Add allowed contacts only when communication is part of the job.
- Store credentials through [Secrets And Credentials](/using-gobii/secrets-and-credentials), not in chat.

## 5. Set approval boundaries

Tell the Gobii what should require approval. Good first-run language:

> Ask me before sending external messages, contacting new people, changing another Gobii, spending heavily, or using credentials for a new destination.

Approvals can appear as pending requests in chat. Respond to them directly when you are ready.

See [Approvals And Requests](/using-gobii/approvals-and-requests).

## 6. Send the first work request

Give the Gobii one clear request. For example:

> Use the uploaded customer feedback file to identify the five strongest themes. Create a concise summary and list the exact file sections you used.

Watch the timeline for:

- Acknowledgement or clarifying question.
- Plan or deliverable updates.
- File references.
- Tool activity.
- Pending requests.
- Final response or generated files.

## 7. Refine after the first result

Use feedback to shape future work:

- "Make the summaries shorter."
- "Use this table format next time."
- "Do not include external links unless they are essential."
- "Run this every Monday morning."
- "Pause this Gobii until I restart it."

The goal is not a perfect first prompt. The goal is a useful first Gobii with visible work, clear boundaries, and enough context to improve over time.

## Next steps

- Learn the workspace: [Chat And Timeline](/using-gobii/chat-and-timeline)
- Understand plans: [Planning And Deliverables](/using-gobii/planning-and-deliverables)
- Add integrations: [Tools And Apps](/using-gobii/tools-and-apps)
- Invite a team: [Organizations And Seats](/admin-and-teams/organizations-and-seats)
