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Quick start guide

Welcome to the Summon Quickstart Guide! We're excited to have you on board and can't wait for you to experience the seamless collaboration and organization that Summon has to offer. This guide will help you get started in no time, so let's dive right in!

1 - Sign up with GitHub

Summon is a native app (because it's fast and we can keep you updated with notifications). We support MacOS, Windows and Linux. After downloading the app, open it and follow the prompts to sign up with GitHub.

2 - Customize your workspace

After sign-up, you'll be directed to your brand-new Summon workspace. Here's where the magic happens! Customize your workspace by adding new Pages and adding Blocks to those pages. Think of Blocks as data building blocks to interact with your data. Pages could represent a project, a team or logical data groups (eg all your merge requests).

3 - Add integrations

As you explore Blocks, the app will prompt you to add data integrations. For example, to see data in your Project Board block, the app will prompt you to connect to Jira (we'll add other project management integrations over time). Aside from GitHub, we currently have integrations with Jira, Google Calendar and Slack (to send MR review reminders).
❗IMPORTANT - First time you connect a new data source it may take several minutes for all your data to show up in the app.

4 - Meet Summon Assistant

The Summon Assistant is your personal admin assistant, designed to take care of tedious work and provide suggestions based on your needs. It's your inbox for important notifications so you don't have to sort through Slack messages and emails. Each message you get can be acted on right in Summon so you don't have to jump between Slack, your email inbox, Jira, GitHub etc.
Read more about the assistant and what messages it sends you.

5 - Explore other Summon features

Now that you're all set up, take some time to explore the various features of Summon:
  • ​Search (in app title bar at top): Use the powerful search bar at the top of your workspace to find any data across the data sources: eg Jira issues, GitHub merge requests, commits etc
  • ​My work (bottom left): Keep track of your assigned tasks and important merge requests in the "My Work" tab.
  • ​Activity feed (bottom left): Stay updated on your team's progress by checking the "Activity Feed" tab, which shows a real-time stream of updates..
🎉 Congratulations, you're now ready to harness the power of Summon, your integrated workspace! We're confident that our platform will help you stay organized, focused, and efficient. If you need any assistance along the way, our friendly support team is always here to help. Just hit the "Help" button at the top right of your app.
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