Getting started
What to set up, in what order, and what the product is doing between the moment a job is posted and the moment a letter is waiting for you.
On this page
1. Sign in
Enter your email and open the link we send, or continue with Google. There is no password to choose. New accounts start with 100 credits so you can see the product work before paying for it.
2. Connect Upwork
On Integrations, press Connect Upwork. You are sent to Upwork's own authorization screen and back. We ask for read access only, your password never reaches us, and you can revoke the grant from Upwork at any time.
We read your profile once on connection: title, summary, skills and rate. That is what makes a proposal reference your real background instead of generic claims.
3. Turn on notifications
Also on Integrations. Email is one toggle and goes to your account address. Slack takes an incoming webhook URL and is the better choice for anything time-sensitive, because mail can lag by minutes.
Press Send a test on each. It pushes a real message through the real sending code and writes down what the provider said, so a misconfiguration shows you the actual error rather than silence.
4. Create a search
A search is a standing question: which postings are worth your attention. Keywords, skills, budget floor, client filters, and how often to look. Creating one costs 5 credits; editing it afterwards is free.
5. Wait for the first check
Searches poll on their own schedule, at most every 60 seconds. The first one usually lands within that window. Every check, including the ones that find nothing, is recorded on the search's Activity page.
Each poll of each search runs the same five steps:
Nothing is ever submitted for you
Each search has one setting that matters more than the rest:
You can switch a search between the two at any time, and the switch is free. A sensible pattern is to start a new search on Just tells me, read a few days of matches, tighten the filters, then turn drafting on.
Open the search and press Activity. It lists every check with what it saw and what came of it, which separates the two explanations that look identical from the outside: