> ## Documentation Index
> Fetch the complete documentation index at: https://docs.harboros.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get your data into HarborOS and see your first numbers, step by step.

This walks you from an empty workspace to your first real ARR number. HarborOS guides you through most of it on first sign-in; this is the same path, laid out so you know what each step is for.

## 1. Set up your workspace

Name your organization and set your reporting currency. This is the workspace everything else lives in.

## 2. Connect your sources

In **Integrations**, connect where your data lives:

* **Your CRM** — HubSpot, Salesforce, Attio, Pipedrive, Close, or Copper. This brings in your deals so you can forecast pipeline.
* **Google Drive** — where your contract documents live, so HarborOS can read their terms automatically.

## 3. Bring in your contracts and confirm them

Get your contracts into HarborOS one of two ways: let it read them from a connected Google Drive, or **upload a PDF directly** on the Contracts screen. Either way, HarborOS extracts the terms — [ARR](/get-started/glossary), dates, renewal details — and you can correct any field by hand before accepting it.

A contract doesn't count toward your numbers until you **confirm** it. Confirm them one by one, or confirm a batch at once, with the lower-confidence reads surfaced first. (Why this step exists: [Judgment is the gate](/concepts/judgment-is-the-gate).)

## 4. Promote your pipeline

Deals synced from your CRM land in **Docking** for review. Promote the ones you'll stand behind; only those reach your forecast. (See [Pipeline review](/workflows/pipeline-review).)

## 5. Make your renewal calls

In **Renewals**, set the likelihood on what's coming up — likely, maybe, at risk, or churn. This is the biggest lever on your forecast. (See [Renewal review](/workflows/renewal-review).)

## 6. See where you stand

Open **Compass** for where the business stands now, and **Metrics** for your headline numbers. Everything you see traces back to the contracts you just confirmed.

## What's next

* Build your forward view in [the weekly forecast](/workflows/weekly-forecast).
* Capture a [snapshot](/workflows/snapshots) so you can compare week to week.
* Ask [Beacon](/concepts/beacon) a question about your book in plain English.