Create your workspace
Your workspace is where your team’s work lives in SnowDots: its team members, clients, reports and the connectors that link your AI tools to SnowDots. Each workspace has its own address in the app, https://app.snowdots.com/<your-workspace-slug>.
Setting one up takes a few minutes. Your team still builds reports in its own AI tool, such as Claude or ChatGPT. SnowDots is where they are pushed, checked, published and delivered to clients under your brand.
Create your account and workspace
Section titled “Create your account and workspace”-
Go to app.snowdots.com and create an account with your name, email and a password.
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Verify your email address from the message SnowDots sends you.
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Follow the setup checklist. It has six steps, and you can leave and come back at any time:
- Name your workspace. This also sets its slug, the part of the address after
app.snowdots.com/. - Logo and colour (optional). The brand clients see on share pages and emails.
- Invite your team (optional). See Team & roles.
- First client (optional). See Clients, contacts & spaces.
- Connect your AI tool. Each team member gets their own MCP connector, which is the standard way an AI tool reaches SnowDots. See Connect an AI tool.
- Push your first report. Ask your AI tool to push a report to SnowDots. It arrives as a draft only your team can see. Then publish it and share it with a client.
- Name your workspace. This also sets its slug, the part of the address after
The checklist ticks itself off as you go: AI tool connected, first report received, a version published, and a client opened a share link.
Workspace settings
Section titled “Workspace settings”Owners and admins manage the workspace from Settings:
- General. The workspace name.
- Guidelines. Workspace-wide instructions for your AI tools, such as house style, tone and rules. They read them through
get_context. Guidelines are for your team only and are never shown to clients. - Branding. The logo and colour used on share pages and emails, so clients see your brand, not ours.
- Export (owner only). Request a ZIP of the workspace’s data, including the audit log as a CSV. The download link is emailed to you.
- Delete workspace (owner only).
Your account
Section titled “Your account”From your profile menu you can change your name, email, password and appearance (light, dark or system). Turn on two-factor authentication under Security.