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Getting started with Unobits

Your first week in Unobits

A practical order for connecting email, bringing in contacts, starting work and inviting people, so every module has something to show.

Updated 24 September 2026
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A new workspace becomes useful once the things that already exist in your business are in it: your conversations, your contacts and your current work. This is a sensible order for the first week. Skip anything your business does not do.

Day 1 — Connect where your conversations happen#

  1. Connect your mailbox. Open Email → Accounts and connect Gmail, Outlook or any IMAP/SMTP mailbox. Your mail starts arriving in Email and the Inbox. See Email.
  2. Connect social accounts if customers message you there. Socials → Settings connects Messenger, Instagram, WhatsApp and Telegram. (Socials needs the Pro plan or above.) See Socials.
  3. Open the Inbox. Everything that needs a reply now lands in one place. Teach it which senders matter and which are noise. See Inbox.

Day 2 — Bring in the people you work with#

  1. Import contacts into CRM from a CSV, or pull them in from Google or Outlook contacts. See Import and export CRM data.
  2. Check the pipeline. CRM → Settings holds your pipelines and stages. The defaults come from your business type; rename or reorder them to match how you actually sell. See CRM settings.
  3. Add the opportunities you are working on now, so the forecast means something from week one.

Day 3 — Put current work in#

  1. Create a project for each piece of live work, with its tasks and dates. See Create and manage projects.
  2. Link each project to its client so the client's record shows the work.
  3. Connect Google Calendar if you use it, so deadlines and meetings sit together. See Sync with Google Calendar.

Day 4 — Money#

  1. Fill in Finance settings: your details on documents, invoice numbering, sales tax and which mailbox invoices are sent from. See Finance settings.
  2. Add your bank accounts with opening balances and import a recent statement. See Bank accounts, statements and reconciliation.
  3. Connect Stripe or Paystack if you want invoices to be payable online. See Take invoice payments online.
  4. Send your next invoice from Unobits.

Day 5 — Your team and your routine#

  1. Invite your team with the access each person needs. See Invite your team.
  2. Build one automation for something you do by hand every week. See Build your first automation.
  3. Ask Donna what needs your attention. She reads everything you can see and answers from your own records.