Getting Started

Before Solmyr can do anything useful, it needs to understand your business. Not generically — specifically. Your market, your constraints, your budget, the fact that you refuse to use TikTok for marketing. All of it.

That's what the setup wizard does. Up to eleven steps, most of them optional, and the sequence itself adapts to what you're doing — a hackathon gets a lean flow, a scaling business gets the full treatment. Takes about two minutes if you're brief, ten if you're thorough. Then Solmyr takes everything you've said and builds an entire project structure — plan, workspaces, tasks, schedules — in about 30 seconds.

18Project Types
~2 minTypical Duration
3AI Roadmaps Generated
~30sBuild Time

Before you start

You don't need to prepare anything. Seriously. You can walk into the wizard with nothing but a vague idea and it'll work. That said, if you do have things ready, the output gets significantly better:

  • A description of what you're building — even a few sentences makes a huge difference
  • Any existing documents — business plans, pitch decks, notes, URLs to your website
  • A sense of your constraints — budget, timeline, things you absolutely won't do

But again — completely optional. The wizard is designed to work with whatever you give it, from "I want to sell socks online" to a 40-page business plan.

The setup wizard

Up to eleven steps, presented one at a time, and the sequence itself adapts based on the category you pick — some steps only appear when they make sense. Your progress is saved automatically, so you can close the tab and come back later without losing anything. Most steps are optional; skip what doesn't apply.

01

What are you working on?

Category & Type

First question, no wrong answers. Pick one of four categories — Create Something New, Grow Your Business, Plan a Project, or Make an Impact — and then a specific type within it. Launching a startup, running a hackathon, improving team morale, organizing an event, tracking personal goals, shipping open source — there are 18 different types, each with its own tailored flow. Your choice shapes everything that follows: which steps appear, the questions Solmyr asks, the detail it expects, and the plan it builds. Pick the closest fit. It's not a blood oath — you can change categories later in settings.

02

Tell us about your thing

VisionOptional

This is the big one. Describe what you're building, dreaming about, or running — in as much or as little detail as you want. A single sentence works. A three-paragraph manifesto also works. You can add a project or company name (we'll suggest one based on your description), attach documents, or drop files anywhere on the screen. The form itself adapts to your category: a hackathon gets a minimal "biggest challenge + goals" prompt, while a scaling business gets the full treatment with financials, customers, and background. If you picked Scale Your Business or Streamline Operations, this step becomes a full business research session where Solmyr goes and actually investigates your business online. It's mildly unsettling how thorough it is.

03

What matters most to you?

Focus & ValuesOptional

Revenue? Impact? Freedom? Creativity? Growth? Stability? Pick the values that resonate. These aren't decorative — they genuinely shape how Solmyr prioritizes decisions and plans. If you care about community impact more than revenue, the AI won't keep pushing you toward monetization. If freedom matters most, it won't suggest hiring a team of 20. Only shown for categories where values meaningfully affect the plan — skipped for things like hackathons or learning projects where it's overkill.

04

Where will this operate?

Location & ScopeOptional

Local bakery in Portland? National SaaS? Global domination? The market scope changes everything — from competitor research to pricing strategy to the regulatory landscape Solmyr considers. If you're already operating somewhere, you can also tell it where you want to grow. It files that under "ambitions" and factors it into long-term planning. Only shown for business-focused categories where market scope actually matters.

05

What are you working with?

ResourcesOptional

Budget, team size, hours per week, and experience levels. The experience categories adapt to what you're doing — "Business" for ventures, "Product" for open source, "Education" for programs, "Organizing" for nonprofits. All optional, all helpful. This is where Solmyr stops being a generic advice machine and starts being genuinely useful — because it won't suggest a $50k marketing campaign when your budget is "whatever's in my savings account."

06

When does this need to happen?

TimelineOptional

Dedicated time specification, because "just list it as a constraint" was never intuitive. The input adapts to your category: hackathons and school projects get a hard deadline picker with an urgency badge, campaigns get a duration selector with presets, ongoing initiatives get a check-in cadence, and long-term plans get a planning horizon. Skip it if your project is open-ended — but if there's a real deadline, putting it here means every plan, phase, and task the AI generates will actually fit into the time you have.

07

Anything off the table?

ConstraintsOptional

No paid advertising. No investors. Can't work weekends. Won't use AWS. Allergic to cold calling. Whatever your non-negotiables are, put them here. Solmyr will respect these boundaries throughout every plan, task, and recommendation it creates. Think of it as the AI's "do not cross" line. We built this because we kept getting suggestions we'd explicitly said we didn't want. Problem solved.

08

Let's set up your tools

Configuration

The practical stuff. Choose between platform credits (we handle the AI billing) or bring your own API key if you're that kind of person. Pick your AI provider — Anthropic or OpenAI — select a model, and set the activity level. Conservative means the AI asks before doing anything. Aggressive means it goes full autopilot on routine stuff. Balanced is... balanced. Most people start there.

09

Connect your tools

IntegrationsOptional

Got existing tools? Connect them via MCP (Model Context Protocol). The agent discovers what's available and weaves external tools into its reasoning — GitHub, Linear, Notion, Slack, or any MCP-compatible endpoint. Available for every category (yes, even hackathons and personal goals), because having access to your toolbox is always useful. You can always add more later from settings.

10

Choose your direction

Roadmap Selection

Here's where it gets interesting. Based on everything you've told it, Solmyr generates three distinct strategic roadmaps — complete with phases, milestones, focus areas, and reasoning for each approach. They're genuinely different strategies, not three variations of the same thing. Pick the one that resonates. Don't love any of them? Tell it what to change and regenerate. It's patient. More patient than most co-founders.

11

Invite your team

TeamOptional

Last step. Add your co-founder, your team, your roommate who said they'd help — whoever should have access. You can set roles (member or admin), and they'll get an invite link. Every person shares the same AI context, the same workspaces, the same plan. Fully isolated per company though, so your side project and your day job don't cross-contaminate. Skip this if you're going solo. No judgment.

The build

You hit "Complete Setup" on the last step. Then this happens.

Solmyr takes everything you've told it — your vision, your values, your constraints, your chosen roadmap — and builds an entire project structure from scratch. Not a template. Not a pre-filled form. A custom plan, custom workspaces, custom tasks, custom triggers — all generated specifically for your business. The whole thing takes about 30 seconds, which is honestly a bit anticlimactic given how much is happening behind the scenes.

Build pipeline

Analyzing your business context
Creating your master plan
Building workspace structure
Generating initial task backlog
Setting up triggers & schedules

You'll see a real-time progress screen while this happens. Live activity updates, a progress bar, the whole deal. If it takes longer than expected (rare, but it happens), you can skip ahead to the dashboard and Solmyr will finish in the background. It doesn't hold grudges.

What you land on

The Launch Plan

Right after the build, you get a modal with your master plan and initial task backlog. Tasks are tagged by who handles them — some are for the AI, some need your input. It's the "here's what I'd like to do, are you in?" moment. Review it, feel impressed (or concerned), and hit "Let's Go."

Your Dashboard

Then you're on the dashboard. Everything is set up — your plan is in Vision, your workspaces have boards and tasks, the inbox has decisions waiting for your input, and the AI is already working on the first items in the backlog. You went from "I have an idea" to a fully structured project in under two minutes. Welcome to the future or whatever.

Tips for a better setup

You can absolutely ignore all of these and be fine. But if you want to squeeze maximum value out of the wizard, here's what we've learned from watching people use it.

Pick the right category

The first step isn't just a label — it genuinely changes which questions the wizard asks and how the plan gets built. A hackathon and a startup need completely different flows. If you're unsure, pick the closest fit; you can change it later in settings.

More context = better output

The vision step is the single highest-leverage moment. A paragraph produces dramatically better plans than a sentence. The form adapts to your category so you'll only see the fields that make sense — fill them in generously.

Drag and drop anything

You can drop files anywhere on the vision step — docs, PDFs, images, text files, CSV. The upload zone lights up when you drag over, and Solmyr reads everything you attach as additional context.

Use the timeline step

If your project has a real deadline — event date, campaign end, demo day, submission cutoff — put it in the timeline step. Every plan and phase the AI generates will actually fit into the time you have, instead of assuming you have forever.

Nothing is permanent

Every piece of information you enter during setup can be changed later — through settings or just by telling Solmyr in chat. The wizard isn't a contract, it's a starting point.

Regenerate the roadmaps

Don't settle on the first set if none of them click. The regeneration prompt lets you steer direction — "more aggressive," "focus on revenue first," "less risky" — and the AI adjusts.

Next up

The Dashboard

What you're looking at after setup — and how it all fits together.