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Start a new sign-up and launch your first assistant task

Use the sign-up page to create your account and be routed straight into the right assistant workflow for your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the sign-up page​

Navigate to the sign-up URL; you will see a split-screen layout with an overview of how the AI project team works on the left and the registration form on the right.

Open the sign-up page

Step 2: Review how the assistant workflow operates​

On the left-hand cream panel, read through the four-step story showing how you ask for a document, PlanOps selects the right assistant, runs the workflow, and delivers the finished output.

Review how the assistant workflow operates

Step 3: Begin creating your account​

In the white panel, use the sign-up form to enter your details or choose one of the available sign-in methods to start registration; your marketing and campaign parameters are captured automatically in the background.

Begin creating your account

Step 4: Complete the sign-up process​

Follow the prompts to verify your email or identity as required by the sign-up form; once completed, your new session will be recognised when you return to the sign-up route.

Complete the sign-up process

Step 5: Let the system resolve your intent​

After you are signed in, the app automatically checks your stored intent and attribution data, resolves it against the backend, and prepares to open the correct assistant task for you without any extra input.

Let the system resolve your intent

Step 6: Continue directly into your launched task​

You are routed to the appropriate assistant task or confirmation screen, where you can immediately start working on your requested project document with the selected workflow.

Continue directly into your launched task

Last updated: 2026-09-01