How to take your first steps in Jestor with an example template
To take your first steps in Jestor, the fastest path is to install an example template, invite the team, and start using it. Instead of building everything from scratch, you start from something ready, explore the platform, and adjust it to your process in minutes.
Where to start
When you create the account, you land on a Home that gathers tasks, an internal chat, documents, and access to the structures. From there, the simplest way to move forward is to install a ready-made template — or upload an existing spreadsheet, which Jestor uses to generate apps and processes automatically.
Steps to get started
- Install a ready-made template in your Jestor
- Invite the team and connect WhatsApp
- Start using it and adjust it your way
What to explore early on
- The Home, which centralizes tasks, chat, and documents
- An example template, to see the platform working
- The option to upload a spreadsheet and turn it into an app automatically
- The free conversation with the Jestor team to configure it together
The Jestor solution
The Jestor starter template is the best starting point: it brings a sales funnel, companies, contacts, and sample charts for you to explore without fear. Then, just install the template that suits your business — there are 31 ready-made solutions, from sales to HR. Each template installs in about two minutes, no code, and works on desktop and mobile. If you prefer, the Jestor team helps with the setup for free.
Frequently asked questions
What's the easiest way to start? Installing a ready-made Jestor template, inviting the team, and adjusting it to your process.
Can I start from a spreadsheet I already have? Yes. Jestor uses the existing spreadsheet to generate apps and processes automatically.
Do I need to know how to code? No. The templates come ready, are editable without code, and install in about two minutes.
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control. Your first steps in Jestor become simple when you start from an example template.