Getting Started

Surfboard connects to your existing systems and keeps everything current — without anyone having to maintain it. Everything links directly to its source — the specific message, email, or calendar event it came from.

Search

Find anything across every connected system — personal and team-wide — in a single query.

Tasks

One-off automation on demand: meeting briefs, call recaps, metric pulls, status drafts.

Boards

Living, continuously updated summaries for any customer, deal, or project.

You can group related boards, sources, and team context into a project when an initiative needs its own home — see the Reference section for details.

Home

When you log in, you'll land on the homepage. From here you can:

Search

Type what you want to find and Surfboard will pull it from your connected tools, offering to connect additional sources as needed.

Try these prompts:

"What emails came in from Acme Corp this week?"
"What did we decide in yesterday's standup?"
"Where are the slides from the Q3 planning meeting?"
"Which PRs are assigned to me?"

Tasks

Take action quickly, just by typing what you want:

Try these prompts:

"Draft a follow-up email to the Acme team after today's call"
"Summarize this week's activity in #product-launch"
"Build a prep brief for my 2pm meeting with Jane"
"Pull the latest pipeline numbers from Salesforce"

Boards

Living dashboards that refresh automatically and keep your team on the same page. Examples:

Account health trackers
Sprint progress views
Campaign performance summaries
Cross-functional initiative overviews

Boards pull from your connected sources on a schedule, so the data is current without anyone manually updating a spreadsheet.

Putting Surfboard to Work

The best way to get started is to put Surfboard to work — connect your sources, ask questions, and get the results you want.

Connect Sources

Connect the tools where your work lives. The more you connect, the richer your context becomes.

Common sources:

Gmail – emails and communication
Google Drive – documents and files
Slack – team conversations
Google Calendar – meetings and events
GitHub – code and pull requests
Microsoft 365 – Outlook email and OneDrive files
Google Meet – meeting recordings and transcripts

You can connect:

Multiple Gmail accounts (work + personal)
Multiple Microsoft 365 accounts
Multiple GitHub repositories
Private and shared sources

You can skip this step and connect sources later from Settings.

Ask Questions

Try asking Surfboard about your connected data. This helps you understand what it can do.

Try these prompts:

"What's on my calendar today?"
"Summarize emails from the last week"
"What's happening in #product-team on Slack?"
"Show me recent pull requests"

Create Your First Board

Describe what you need in chat, and Surfboard will create a board for you. Boards can be created independently — no project required — and moved between projects later as your work evolves. Some starting points:

A customer account health board
A sprint progress summary
A weekly status update for leadership
A campaign performance dashboard

Use the Board Panel's expand/collapse toggle to control how much of the board is visible while you work.

What's Next?

Once you're comfortable with the basics:

Explore integrations – Connect more sources to enrich your context
Create more boards – Build repeatable board types for your workflows
Invite your team – Invite members via email or link from Workspace Settings
Set up a project – Group related boards, sources, and team context into a project

Start with one board — you'll find your rhythm quickly. Welcome aboard.