Getting Started

Signing in

Navigate to dashboard.withlinc.com and sign in with your work account — either Microsoft or Google. Your organization is detected automatically from your identity provider, so there is no additional setup required.

1. Open dashboard.withlinc.com in Chrome.
2. On the sign-in screen, click Continue with Microsoft or Continue with Google — these are the only sign-in options; there is no separate username-and-password login.
3. Complete MFA if prompted. You will land on the Home page.

If you see "We're reviewing your request"

The first person to sign in from an organization that is new to Linc AI lands on a short "We're reviewing your request" page instead of the Home page. Nothing is wrong: a member of the Linc AI team reviews every new organization before the workspace is created, usually within one business day. If your request is approved you'll get an email at the address you signed in with, and signing in again takes you straight into your workspace. Colleagues who sign in after you with a work account from the same organization don't need to wait.

Personal accounts (gmail.com, outlook.com, hotmail.com and the like) go through the same review; use your work account if you have one.

Tip: Use Chrome for the best experience. The Linc AI Chrome Extension (used for screen recording) is only available on Chrome and Chromium-based browsers.

Your first workflow

If you're new, here's the typical flow:

1. Select an Initiative from the sidebar dropdown (org admins can also create one).
2. Go to Scout and click New Session to document your first workflow.
3. Start fresh, upload a recording, or connect a meeting recording, then answer the AI's questions.
4. Once done, click Complete interview & generate to generate your SOP and BPMN diagram.
5. After documenting several workflows, go to Architect to analyze them together.
6. Use Chat anytime to ask questions about selected uploaded documents.

If you arrived through an interview invitation

If someone invited you by email, you don't need to set anything up: the invitation email's link opens your interview session directly, already named and scoped for you. The same invitation is also the first thing on Home, with Accept (or Continue if you already started). That list is what the number next to Home is counting. Use the email link or that button rather than creating a new session — creating one yourself would leave the invitation unanswered.

Your recording stays yours: only you can play back the raw screen recording. The person who invited you and admins see the interview transcript, the generated SOP, and session details — never the raw recording itself (see the Recording a Workflow section for the full rules).

Recording another workflow

Finished your assigned interview and want to show something else you do? That's the most valuable thing you can record next — the workflows nobody asked about are usually the ones nobody knows about.

1. Go to Scout (the record icon in the left sidebar).
2. Click New Session, give the workflow a name, and pick the Initiative it belongs to.
3. Check for the green "Extension Ready" indicator, then press Start recording and narrate as you go — exactly like your first session.

You can record as many workflows as you like; each becomes its own session with its own generated SOP.

First sign-in for a new organization

New organizations may first see a short onboarding screen while Linc sets up the default Initiative and sample data. After setup, a short guided tour walks you through Initiatives (the Workspace switcher), Initiative Home, Documents, Scout, Architect, and Chat.

After the tour, org admins see a "Set up your organization" checklist card at the top of the "All Initiatives" Home view. It tracks the key setup steps in order: name your organization, add company context, create departments, add people, set allowed domains, and invite your team. Click any step to jump straight to the right Settings screen. The checklist disappears once every step is done (you can also close it with the X in its corner — after that, the smaller Company overview card keeps showing your ongoing setup status).