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This guide walks you through the essential first steps to start using Slant effectively.

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Before you begin

You’ll need:
  • A Slant account (sign up at slant.app)
  • Access to your work email (Gmail or Outlook)
  • Optionally, a CSV file of your existing clients

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Step 1: Connect your email

Connecting your email lets Slant sync your calendar and track email conversations with clients.
1

Open integrations

Click your workspace name in the top-left corner, then select Settings → Integrations.
2

Connect your email provider

Click Connect next to Google or Microsoft, depending on your email provider.
3

Authorize Slant

Follow the prompts to grant Slant access to your email and calendar.
4

Verify the connection

Once connected, you’ll see your email address listed under Connected accounts.
Slant only accesses emails and calendar events—it never sends emails on your behalf without your action.

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Step 2: Add your first client

You can add clients manually or import them from a CSV file.

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Add a client manually

1

Open the client list

Click Clients in the sidebar to view your client list.
2

Create a new client

Click the + New client button in the top-right corner.
3

Enter client details

Fill in the household name and head of household information. You can add a spouse and other family members later.
4

Set the service tier

Choose a service tier (A, B, C, or D) based on the client’s priority level.
5

Save the client

Click Create to add the client to your book.

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Import clients from CSV

If you have existing client data, you can import it in bulk.
1

Open data import

Go to Settings → Data import.
2

Upload your CSV

Click Upload CSV and select your file. Slant accepts standard CSV format.
3

Map your fields

Match the columns in your CSV to Slant fields (name, email, phone, etc.).
4

Review and import

Preview the import, then click Import to add your clients.
Learn more about importing clients

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Step 3: Create your first task

Tasks help you track follow-ups and to-dos for your clients.
1

Open a client record

Click on any client in your client list to open their detail page.
2

Add a task

Press Shift + T or click the + Add task button in the tasks section.
3

Enter task details

Add a title, set a deadline, and optionally assign it to a team member.
4

Save the task

Press Enter or click Create to save the task.
Use keyboard shortcuts to work faster. Press Shift + T from anywhere to create a task quickly.

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Step 4: Explore AI chat

Slant includes an AI assistant that can answer questions about your clients and help with common tasks.
1

Open the chat

Click the Chat icon in the sidebar, or press Cmd + K and type your question.
2

Ask a question

Try asking something like “What meetings do I have this week?” or “Show me clients I haven’t contacted in 30 days.”
3

Review the response

The AI will search your data and provide a helpful answer with relevant context.
Learn more about AI chat

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What’s next?

Now that you’re set up, explore these features:

Manage clients

Learn about the client detail page and all its features

Track meetings

Set up the AI notetaker for automatic meeting transcripts

Build workflows

Automate repetitive tasks with custom workflows

Manage prospects

Track potential clients through your sales pipeline