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1

Sign up

Go to app.xuralabs.com and create an account with your work email. Onboarding will ask you a few questions — your industry, top priorities, and preferences. View / Act / Both — pick “Both” if you want to see the data and have Xura suggest an action for it.
2

Add your Xura AI key

Xura needs an Anthropic API key to plan and reason. Add yours in AI Studio → LLM Configuration. It’s stored encrypted per-user and never shared.
Don’t have one? console.anthropic.com — free credits to start.
3

Connect your data

Two ways:
  • HubSpot — one-click OAuth in AI Studio → Integrations → HubSpot. Xura reads deals, contacts, companies, tickets.
  • Upload files — CSV or Excel in AI Studio → Data Sources. Xura indexes them and classifies columns automatically.
You need at least one before flows can run against real data.
4

Ask a question

From the home page composer, type something like:
“Show me deals over $50K stuck in negotiation for more than 14 days.”
Hit enter. Xura queries your data and returns a live dashboard block.
5

Turn it into a Flow

Click Save as Flow on the completion card. Xura persists the exact steps it just walked as a runnable Flow. Later you can:
  • Run it again with one click
  • Schedule it (weekly deal review, Monday nurture check)
  • Add actions to the end (email the deal owner, create a Jira ticket)

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What just happened

You went from a natural-language question to:
  1. A dashboard that reflects your live data.
  2. A persisted Flow that can re-run on demand or on a schedule.
  3. A task in your inbox for any recommended follow-up.
That’s the loop. Everything else in these docs is depth on each of those layers.