Start Here

Put Your First Workflow to Work in 3 Days

ArcTactic works best when the trial has a concrete job. Use this documentation to connect the context for one repetitive process, launch it with sensible guardrails, and review how the AI team handled the work.

Three-stage journey from connecting business context to launching AI workflows and reviewing results

What You Should Accomplish

Day 1 · ConnectChoose one workflow and connect only the inbox, calendar, CRM, or knowledge it needs.
Day 2 · LaunchAssign the first real task, define approval points, and watch the handoffs between specialists.
Day 3 · ReviewInspect outputs, exceptions, and time returned to your team before deciding whether to continue.
A useful trial is narrow

Start with one process that happens often and has an obvious finish line. Lead qualification, routine support, follow-up, or document preparation are easier to evaluate than “automate everything.”

Choose Your Path

Know Before You Start

Get Unstuck

If an integration will not connect or a workflow cannot be evaluated safely, stop the run and file a support request with the affected channel, the last successful step, and any visible error.