Start with what’s useful straight away.

Open your account

You need an email address at your company and, in France, its SIREN number. Elsewhere in the EU, in Switzerland and in the United States, no SIREN number is needed. Free and its trial aren’t available with a public address such as gmail.com. Paid plans are open to businesses in the EU, with their VAT number, in Switzerland and in the United States. Data, Sales and Prescriptio remain limited to France.

1. In France, enter the SIREN number: Escouade checks it against the public company register.
2. Enter your address, then the six-digit code sent to you. There’s no password.
3. Accept the terms.

What you should see: your workspace, on Free, with you as its owner.

Choose what you need

You can stay on Free while you try the assistant and one two-hour meeting. To have your emails and documents filed automatically, you need at least Data. For agents, automations and the whole team, Pro.

Connect an inbox

1. Open Settings, then Accounts.
2. Choose Gmail, Outlook or an IMAP inbox, and authorise access.
3. Turn on sorting: until you do, nothing enters the memory.

An inbox can be personal, connected by one person for themselves, or shared with the workspace, so it keeps running when that person leaves. Only people who can read an inbox can read its emails.

What you should see: your emails attached to their records, and the inbox listed in your sources.

Ask your first question

Open the chat and ask something you already know the answer to: it’s the best way to judge. The answer cites its sources, and says so when the information is missing.

• What delivery time did we agree with this customer?
• Which deals haven’t moved for a month?
• Sum up our latest exchanges with this company.

Decide on the first proposals

Whatever Escouade can’t settle by itself lands in “To review”, in the control centre: a record to create, a deal to update, an email to link. Each proposal says why and cites its source.

1. “Approve” applies it; an applied proposal can be undone.
2. “Reject” sets it aside.
3. When the answer is always the same, make it an “Always apply” rule. It stays visible, and you can remove it.

Record a meeting

There are three ways, depending on the meeting. In every case, telling participants and getting their agreement is up to you.

1. A Meet room: it opens in the browser, with nothing to install.
2. Your usual video tool: follow your calendars, and the Meet notetaker joins through the link at the scheduled time. For an unplanned meeting, paste its link.
3. In person: the phone recorder asks you to confirm agreement, then records.

What you should see: meeting notes with the decisions, the actions and their owners, linked to the deal.

Invite your team

1. Open the Members page of the account and invite each person.
2. Give them a role on the account: owner, administrator or member.
3. In the workspace, adjust what they see and change, object by object. A hidden field stays hidden, in lists, in the chat and for assistants.

Free is for one person and Data for three; Pro and Max have no limit.

Connect Claude or ChatGPT

Your assistant reads and writes in Escouade with your permissions. Every change carries your signature and leaves a line in the log.

1. Copy the address from the account’s Connectors page. For reading: https://app.escouade.io/mcp.
2. In Claude: connectors, then “Add custom connector”; name it and paste the address. In ChatGPT: settings, then connectors, with developer mode on.
3. Sign in with your Escouade account, choose the workspace, authorise.

Sending email through the assistant is off by default: an administrator turns it on, role by role.

Create your first agent

From Pro. Start from a template: Watch, Follow-ups, Emails, Meeting notes, Sales or Admin.

1. Open Agents, and create one from a template.
2. Review its instructions and permissions, and set its monthly budget.
3. Try it in a dry run: it reads and changes nothing.
4. Keep it on “Normal” autonomy: every change waits for your approval.

What’s next