Step 1 of 3

Set up your DAAS workspace

You need an access code to begin. It came with your invitation.

Access code

Already have a workspace? Email me my setup link

Your setup link shows what is left to finish, like your email records and forms address. We send it to the email you signed up with.

Your email

Step 2 of 3

Your workspace

A few details to set up your CRM. You can change them later.

Organization name

Your email

This is your sign-in. Use the address you check.

Country

City

State

Time zone

Your dates and daily list follow this zone.

Logo link — optional

Paste a link to your logo, or skip and add it later.

Your forms web address — optional

Where your donation and signup forms will live — a “forms.” address on your own website domain. Not sure, or don't have one yet? Skip it — DAAS can set this up with you later.

Step 3 of 3

Connect your keys

These switch on AI features and online donations. The OpenAI key is required — DAAS needs it to work. The other keys are optional; skip them and add them later in your workspace.

OpenAI API key — required

Powers every AI feature: research, Quick Capture, voice notes, search. Installed privately in your own workspace; DAAS does not keep it. How do I get this?

Anthropic (Claude) API key — optional

A second AI provider. Fine to leave blank.

Online donations · Stripe — optional

Stripe publishable key

Stripe secret key

Donations go straight into your own Stripe account. Your secret key is stored privately in your workspace — never in your browser. How do I get these?

What happens next. We prepare your private workspace and hand it over to you — a few minutes; keep this page open. Anything you skipped, you can add anytime in your workspace under Settings → Connections.

Preparing your workspace

Getting started

Keep this page open. It moves on by itself when your workspace is ready.

✓

Your workspace is ready to claim

One step takes ownership: move the project into your own Supabase account. This is what makes it truly yours.

Sign in with

Temporary password

Change this password after you first sign in.

On the Supabase screen:

Sign in, or create a free Supabase account if you don't have one.
Select or create an organization.
Keep the plan on Free — $0 / month.
Review and confirm the transfer.

Do not create a new project. You only make an account and an organization. Your workspace transfers into it on its own.

Make your forms address live. To point your forms web address (for example forms.yourorg.com) at your new workspace, one DNS record is added with your domain provider. We'll send you the exact record to paste in — or DAAS can set up your DNS for you. Reply to your invitation email and we'll take care of it.

I've saved my email and temporary password above.

Claim my workspace

Opens in a new tab. Keep this one open — your password is here.