Start Guide


Welcome to Kinabase!

Kinabase is a powerful, AI-enabled workflow

management platform designed to help SMEs achieve more, with less.

Whether you're upgrading from paper-based processes or looking for a more flexible digital solution, Kinabase helps you streamline operations and reduce busywork, so you can focus on what truly matters.

This Start Guide walks you through our recommended onboarding path to help you experience the best of Kinabase.


Getting Started

1

Book a demo

We recommend booking a demo for a quick, no-pressure introduction to Kinabase.
One of our experts will show you the platform’s major features in a demo environment, so you can see firsthand how collections

, tasks , workflows and AI augmentations simplify daily operations.

2

Receive an email invite

If you decide Kinabase is a good fit, we’ll set up a lightweight, personalised demo environment with collections

, fields , and automations tailored to your business context.

You’ll get an email inviting you to join your new Kinabase workspace.
Simply click the link in your invitation to access your environment - no manual sign-up required.

3

Explore your personalised demo environment

Once inside, you can fully explore Kinabase, during your trial period at no cost.
This environment isn’t just a test site; if you choose to stay with us, you can continue using it after the trial ends - keeping any data or custom configurations you’ve made in the meantime.

4

Sign up

After the 14-day free trial, you can seamlessly continue by subscribing to Kinabase.
Because you’re already in your personalised workspace, there’s no need to migrate data or recreate settings.

You simply move forward with the same environment, expanding features and user access as needed.

Depending on your conversation with our team, we can still create a personalised environment for you after you’ve signed up, ensuring you get a tailored experience if you decide that’s right for you.


Next Steps:

Inviting Your Team

Once your environment is up and running, consider inviting a small pilot group - perhaps a department or cross-functional team - to see how Kinabase fits into real daily tasks. This pilot phase helps iron out any kinks before you roll it out to the entire organisation.

Configuring Kinabase

Customise your Kinabase as a team and bring everyone along with the process. Use our helpful AI features to speed up your configuration whilst remaining in control.

We'd recommend checking out our Core Concepts and our guides on Setting up to get the most out of your workspace.

Ongoing Support & Resources

  • Our Help & Support covers everything from advanced automations to best practices for CSV import /:keyword{ keyword="export" }.
  • If you need more help - or would like hands-on assistance with custom setup - our Cambridge-based experts would love to hear from you.
  • When you decide to continue after your 14-day trial, you won’t need to migrate anything. Just pick a subscription plan, and keep building on the workspace you already configured.

We’re thrilled you’re here. If at any point you have questions or need guidance, don’t hesitate to reach out.

We can help you create a central hub for your data, streamline your workflows, and accelerate growth with Kinabase’s AI-driven capabilities.

Welcome aboard!