Start with Offloop
Set up the first workspace and move a team conversation into a Channel.
The fastest way to understand Offloop is to create a workspace, connect the data surfaces your team already uses, and start one Channel with a clear outcome.
1. Create a workspace
A workspace is the top-level team boundary. It owns members, Channels, Agents, tasks, files, schedules, and connector access.
Use one workspace for a company or focused team. Create separate workspaces when membership, files, or connector access should not overlap.
2. Invite your team
Invite teammates from workspace settings. Owners manage destructive workspace actions; admins can manage day-to-day team surfaces; members participate in Channels and tasks according to workspace permissions.
3. Open a Channel
Channels are where people and Agents collaborate. Start with a concrete channel such as:
weekly-planningcustomer-onboardingfundraisingengineering-ops
Write the current goal, attach relevant files, and mention the Agent that should help.
4. Add Agents
Offloop workspaces include built-in Agents and can install additional Agents from templates. Agents are durable workspace records: their name, description, profile, instructions, and mode are owned by Offloop, while repo-local implementation notes stay in AGENTS.md.
5. Connect data surfaces
Connectors let Offloop work with context from tools like Gmail, Calendar, GitLab, Vercel, Notion, and Manus. Connector rows describe the actual data surface, not just the identity provider.
For example, the Google connector is labeled Gmail & Calendar because it grants access to Gmail and Calendar data, while still showing the Google brand mark.
Recommended first Channel
Create one Channel for a real weekly workflow:
Goal: produce next week's operating plan.
Inputs: current tasks, calendar pressure, customer requests, and shipped changes.
Agent help: summarize signals, draft priorities, identify blockers, and assign follow-ups.Keep the first Channel focused. Offloop works best when the Channel has enough context for Agents to act, but a clear enough goal for humans to review.