The initial interview

Start the interview

1. Choose New in the sidebar, under Chat. The Make Snowfire Yours card sits above the composer, with how far along you are and the next step.
2. Choose Start Interview. The interview opens as a chat named Executive onboarding.

The header shows the current step and its number, such as Set your top goal · 1 of 8, with a progress bar. Snowfire opens with a short welcome that names the role it will set things up around.

Step 1: Set your top goal

Snowfire asks: What are your top executive goals? Four goals are pre-selected for your role.

1. Check the goals that fit and uncheck the ones that do not. The choices are Revenue growth, Profitability and margin, Customer retention and expansion, Operational efficiency, Market expansion, Product innovation and adoption, Talent and organizational health, and Risk and resilience.
2. To add a goal of your own, type it in Add your own goals and choose Add.
3. Choose Continue. The button shows how many you picked, such as Continue (4).

This step has no Back button, because it is the first.

Step 2: Pick your key metrics

Snowfire asks: What metrics are the highest priority for your role? Three metrics are pre-selected.

1. Check the metrics you want to follow. Use Search metrics to find one, and Previous and Next to page through the list.
2. To add a metric of your own, type it in Add your own and choose Add.
3. Choose Continue. Snowfire favorites the metrics you picked.

Step 3: Choose how Snowfire can help

Snowfire asks: What can Snowfire help you with? Four options are pre-selected.

1. Check the help you want most. The choices are Track a strategic initiative, Prepare for board and leadership reviews, Improve forecasts and plans, Identify risks and opportunities, Align teams around priorities, Evaluate investments and tradeoffs, Drive a critical business outcome, and Run a special project.
2. Add your own if none fit.
3. Choose Continue.

Step 4: Connect your data

Snowfire asks: Which connectors should we set up? Each connector shows its category and a status: Connected or Needs setup. Snowfire recommends up to three.

1. Check the connectors to set up. Use Search connectors to find one.
2. Choose Continue. Snowfire queues the connectors and tells you it will finish wiring your metrics once access is granted.

If you cannot connect a source yourself, Snowfire flags the recommended source to your admin. To connect one, see Connecting a data source.

Step 5: Confirm what to watch

Snowfire asks you to confirm what it should watch. The list starts with items from your answers, each used as a Signal keyword for overnight briefs, then topics such as Competitor moves, Market demand shifts and Regulatory and policy changes. Some are marked as suggested for your role.

1. Check what Snowfire should watch.
2. To add competitors, products or markets by name, type them in Add keywords and choose Add.
3. Choose Continue. Your External Signals now prioritize what you picked.

Step 6: Upload company documents

Snowfire asks: Upload company documents? Documents let you prompt against them while connectors are set up, and give teammates who join later shared context.

1. Choose Upload. The Upload company documents panel opens.
2. Choose Choose files, or drop files on the panel. It accepts PDF, Word, Excel, CSV and text files.
3. Close the panel when you are done. The card then counts your files, and Not now becomes Continue.
4. Choose Continue. Or, to skip, choose Not now.

If you skip, you can upload company documents later from Documents.

Step 7: Enable your daily briefs

Snowfire asks how it should reach you between visits. Two daily emails start on: the Daily Signals Brief, on the watchlist you confirmed, and Daily Metrics Movement, on the metrics you favorited.

1. Leave both on, or choose Turn off under a brief you do not want.
2. Choose Continue.

The briefs arrive by email. They are scheduled prompts, so you can change or turn them on later from Scheduled. See Creating your first scheduled prompt.

Step 8: Invite teammates

Snowfire asks: Invite teammates? They join a workspace that already has your documents and context.

1. Choose Invite. The Invite teammates panel opens.
2. Under Email addresses, enter work emails, separated by commas.
3. Under User role, choose Standard user or Connector only access.
4. Optional: under Connector access, pick connectors and a permission level for everyone you invite.
5. Choose Invite in the panel, then close it. The card then counts the people you invited, and Not now becomes Continue.
6. Choose Continue. Or, to skip, choose Not now.

If you skip, Admins can invite people later from Settings. See Inviting your team and assigning roles.

When you finish

Snowfire shows Your setup is in motion. It lists what works now and what is still being set up.

• Works now: your focus, favorited metrics, what Snowfire will help with, the Signal keywords to watch for, your daily briefs and their delivery channel.
• Still provisioning: the connectors that need setup, and the email that is coming.
• Get started in a few minutes: short tutorials, with Browse all tutorials.

Go back, leave and return

1. To change an answer, choose Back. The thread rewinds to the step before.
2. To leave, open another page. Your answers so far are kept.
3. To pick up again, open a new chat and choose Continue Interview on the card.
4. Choose Start a new prompt when you are done to ask your first question.

• Your picked metrics show in Favorited on the Metrics page.
• Your daily briefs are listed in Scheduled.
• The interview shows Setup complete in its header.

Related articles

• Setting your user preferences
• Connecting a data source
• Inviting your team and assigning roles