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Getting Started with Aubrey

Use this guide to go from invitation to your first Aubrey agent.

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Jump to

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Create your account

  1. Open Aubrey and choose to create an account.
  2. Enter your email address and password.
  3. Enter your invitation code when asked.
  4. Confirm your email if Aubrey asks you to check your inbox.
  5. Sign in again after confirmation.
If your account requires an email verification step, Aubrey will send you to the email verification screen before you continue.

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Set up your first agent

After sign-in, Aubrey starts a guided setup. The setup has four parts:
  • About You
  • Email & Calendar
  • First Task
  • Review
In About You, Aubrey asks for your name and where you are based. Aubrey uses your location for local details such as timezone.

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Choose email and calendar access

In Email & Calendar, choose how Aubrey should start:
  • Built-in Aubrey tools: included on every plan. Aubrey creates an agent email address, hosted inbox, chat, and built-in planning tools.
  • Google Workspace: available on paid plans. You can connect Gmail and Calendar after upgrading.
You do not need Google Workspace to start using Aubrey.

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Give Aubrey a first task

In First Task, choose a starting point and describe one real thing you want Aubrey to help with. Common starting points include:
  • Personal productivity
  • Email follow-up
  • Project momentum
  • Research and writing
Family setups may include school emails, weekly planning, shared errands, appointments, caregiver coordination, and meals or travel. After choosing a path, add any helpful details and select optional chips if they match what you want. The chips help Aubrey understand what is on your plate, such as meetings, deadlines, errands, or focus blocks. Choose Build preview when it is available. If the selected chips already give Aubrey enough context, you can build the preview before writing a longer note.

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Review and create the agent

When the preview is ready, Aubrey shows the proposed agent name, description, instructions, and starter prompts. From the review step, you can:
  • Choose Create my agent to finish setup.
  • Choose Change first task to adjust the first task.
  • Choose Start fresh setup to begin again.
  • Use Back to options while choosing a first task.
After you create the agent, Aubrey opens its workspace.

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What to do next

Once the workspace opens, try one of the starter prompts or type a message in the chat box. Useful next steps:
  • Open Agent instructions to review the agent’s instructions.
  • Open Recipes if Aubrey suggests a workflow you want to turn on.
  • Open Email to copy the agent email address.
  • Open Calendar to copy your Aubrey calendar feed.
  • Open Share if you want to invite another person.
  • Open Tools if you want to connect Google Workspace or manage connected accounts.
  • Open Help from the agent switcher when you need Documentation, Help Center, Discord, or Support.

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FAQ

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Do I need Google Workspace?

No. Built-in Aubrey email and calendar are available on every plan. Google Workspace is optional and is available on paid plans.

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What if Aubrey says to connect Codex before building a preview?

Connect Codex, then choose Build preview again.

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Can I create another agent later?

Yes. Go to the Agents page or use the new agent button in the workspace.