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Connect, Sync, Verify, Then Generate the First Useful View.
The first useful view—not account creation—is the activation milestone.
Workflow
First Sync
01
Create Source
Choose provider and scope.
02
Validate Credentials
Resolve permissions before starting the sync.
03
Run Sync
Observe progress and final state.
04
Review Coverage
Confirm what was discovered and any diagnostics.
05
Generate View
Create the first reusable view.