Video tutorials

Learn Operly, one short video at a time.

31 videos, most about a minute long. Start at the top, or jump to what you need.

Get started

Your first look at Operly, your team and how to hand off work.

  • Get started with Operly in five minutes

    The welcome: choose a first job, accept AI consent, watch real work, and find the saved result.

  • A quick tour of your workspace

    A first look at Home: your team and seats, the tools on the left and quick search.

  • How to hand work to your chief of staff

    Hand a job to your chief of staff, see the result, and find skills, attach and the Review tab.

  • How to hire a team member

    Three ways to add someone to your team: ask Operly, pick a ready-made person from a lane, or start from scratch.

  • How to customize a team member

    Change a teammate’s portrait, name, role, instructions and voice, look at their skills, and see how archiving works.

  • How to teach Operly how you work

    Teach your team how you work with permanent instructions and uploaded documents.

Everyday work

Routines, tasks, files, reminders and the decisions your team brings to you.

  • How to create and test a routine

    Build a routine that runs on a schedule, turn it on, and test it before it runs for real.

  • How to use skills

    See what skills are, switch one on for a teammate, choose who can use it, and draft your own from one sentence.

  • How to approve work in the Review Desk

    See how your team brings decisions to you, and your choice to sign off or ask for changes.

  • How to manage work on a task board

    Keep work on a board: add a card, open it, move it from To Do to Done, and find finished cards again.

  • How to organize files and documents

    Create a folder and a document, upload a file, and search.

  • How to set and manage reminders

    Add a reminder with a date and repeat, then snooze, complete or delete it, and find it by status.

Email and calendar

Connect your accounts, then let your team sort, draft and schedule.

  • How to connect your Google account

    Connect Google Workspace from Integrations, sign in with Google, and see your Gmail and calendar connected in Operly.

  • How to connect Outlook, Yahoo, iCloud and other email

    Connect an Outlook, Yahoo, iCloud or other IMAP mailbox from Integrations.

  • How to organize your inbox

    See how mail is sorted into sections, triage a message with one click, and keep AI-written emails waiting for your approval.

  • How to review and approve AI email drafts

    Open Approvals, read an AI-written email draft, and see your choices: Edit, Send Reply or Reject.

  • How to start a routine when new email arrives

    Create a routine that starts when a new email arrives, turn it on, and see the run listed in Run history.

  • How to set up notifications and your morning briefing

    Choose how often your team reaches out, set quiet hours, switch alert types on or off, and find the Daily Briefing.

  • How to view your calendar and add an event

    See your connected calendars in Schedule, switch between Day, Week and Month, and create an event.

Studio, apps and more

Make images and videos, connect your other apps, and work with your team’s computer and voice.

  • How to make an image in Studio

    Make an image from a description: choose a shape and a folder, generate it, and find it in your Library.

  • How to make videos, slideshows and posts in Studio

    A tour of what else Studio makes: video, slideshows, social posts and blogs, and the Library.

  • How to connect your other apps

    Find an app and connect it, see where Zapier, webhooks and API keys live, and add your own tools.

  • How to use your team’s cloud computer

    Watch its screen, take over and hand back, and look at its history, terminal, files, build projects and memory.

    Beta

  • How to call a team member

    Start a voice call with a teammate and use the call controls: Mute, captions, Hand off and End.

    Business

Quick how-tos

One thing each, in about half a minute.

  • How to jump to a team member with Command K

    Jump to any team member from the keyboard.

  • How to switch to dark mode

    Switch Operly to dark mode, and back again.

  • How your usage works and when it resets

    See how your Usage works, and when it resets.

  • How to turn on two-factor authentication

    See where to turn on two-factor authentication.

  • How to add a card to your board

    Add a card to your task board.

  • How to change the language

    See where to change the language.

  • How to restore an archived team member

    Bring an archived team member back.

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