New to Gammatica? These 9 Steps Take You from Beginner to Pro – in 60 Minutes

Welcome to Gammatica! 👋

This guide shows you exactly what to do in your first hour so the system starts working for you today. No prior experience needed – just follow the steps in order.

What you'll have by the end: a fully built sales pipeline, your contacts uploaded, a trained AI assistant, and an automation that sends emails on its own. Let's go!

Step 1: Create your first pipeline (5 min)

Go to the Sales menu and create a new pipeline named Leads.

This is where every incoming prospect will live – you'll track each one from first touch to closed deal.

Step 2: Add variables in the wizard (5 min)

In the pipeline wizard, add the custom fields you want to know about every contact. For example:

Goal – what does the prospect want to achieve?
Timeline – how soon are they planning to buy/start?
Any custom variable that's relevant to your contacts

💡 Tip: Think about the 3-5 questions you ask every new prospect on a call. Those should be your variables.

Step 3: Upload your first contacts (10 min)

From here, adding contacts with all the key info is effortless.

And here's the big one: Gammatica connects to 3,000+ apps via Make.com. That means leads from your Facebook forms can flow automatically into the Gammatica AI system – no manual copy-pasting, ever.

Step 4: Import your old lead list (5 min)

If you've made it this far, you're already ahead of the 80% of SMBs still managing their customers in Excel. 🎉

Next step: if you have an existing lead list in CSV format, simply import it into Gammatica. Or even easier: ask Gammatica's Vex AI to upload it for you.

Step 5: Train Vex AI on your business (10 min)

Click the Vex AI Agents menu, then hit the Your Company button.

Fill Vex's memory with as much knowledge about your business as possible: what you do, who you serve, your pricing, your communication style. You only do this once – after that, you'll never have to explain who you are again.

💡 The more Vex knows about you, the better it performs.

Step 6: Put Vex AI to work (5 min)

The Vex AI agent doesn't just answer questions. It creates for you:

Presentations
Quotes and proposals
Reports
Emails

...or it will attempt any request you throw at it. Try it now: ask for a draft quote for one of your services.

Step 7: Set up your projects (5 min)

If you're managing multiple projects with different tasks, create them in the Projects menu.

Important: a task card can be linked to a contact AND a project at the same time. This way you know exactly what work you've done for each client – without ever losing focus.

Step 8: Build your first automation (10 min)

This is where Gammatica truly starts working for you.

Click the Automations menu
Select the trigger: Contact added to a pipeline status
Below, choose the pipeline and the status (e.g., Leads → New Prospects)
Save, then click Next Action
Select the Send Email action
Connect your Gmail or Outlook account
In the variables, set the workflow name (contact name) and any other data you want to receive by email

Done: from now on, you get an instant email the moment a new prospect lands in the selected column. Zero missed leads.

Step 9: Remember the golden rule (5 min)

That's it for round one. But there's one rule every Gammatica pro lives by:

If it's not in Gammatica, it doesn't exist.

Every call, every note, every promise goes into the system. That's how Vex AI stays up to date, your automations run flawlessly, and you never forget a thing.

Recap: what did you achieve in 60 minutes?

✅ A working sales pipeline with custom variables ✅ Contacts in the system + Make.com integration with 3,000+ apps ✅ A trained Vex AI assistant that knows your business ✅ Projects and task cards linked to contacts ✅ Automatic email alerts for every new lead

Welcome to the top 20% of SMBs. 🚀

‍