> ## Documentation Index
> Fetch the complete documentation index at: https://docs.porcia.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart Guide

> Connect your email and SSO. Your agent handles the rest.

# Up and running in 5 minutes

Connect your sources, and your agent starts discovering your stack immediately. No manual data entry. No spreadsheets.

## Step 1: Create Your Account

1. Go to [app.porcia.org/signup](https://app.porcia.org/signup)
2. Enter your name, email, and password
3. Verify your email address
4. Log in to your new account

<Note>
  You'll be guided through an onboarding flow after your first login to help you connect your first integration.
</Note>

## Step 2: Connect Your Email

Email integration is the fastest way to start discovering vendors. Choose one of these methods:

### Option A: OAuth Connection (Recommended)

<Steps>
  <Step title="Click 'Connect Gmail' or 'Connect Outlook'">
    During onboarding or from Settings → Integrations → Email
  </Step>

  <Step title="Authorize Porcia">
    Grant read-only access to your email (we never send emails from your account)
  </Step>

  <Step title="Wait for initial sync">
    Porcia will scan your recent emails to discover vendors (takes 2-5 minutes)
  </Step>
</Steps>

### Option B: Email Forwarding

<Steps>
  <Step title="Get your unique forwarding address">
    Find it in Settings → Integrations → Email
  </Step>

  <Step title="Set up auto-forwarding">
    Create filters in Gmail/Outlook to forward vendor emails to your Porcia address
  </Step>

  <Step title="Start forwarding">
    Vendor emails will be processed automatically
  </Step>
</Steps>

<Tip>
  OAuth connection is faster and more comprehensive, but forwarding gives you more control over what Porcia sees.
</Tip>

## Step 3: Connect SSO (Optional but Recommended)

If your organization uses SSO, connect it to discover all applications your team accesses:

<Tabs>
  <Tab title="Google Workspace">
    1. Go to **Settings → Integrations → SSO**
    2. Click **Connect Google Workspace**
    3. Review the privacy notice and click **Accept & Continue**
    4. Sign in with your Google Workspace admin account
    5. Grant the requested read-only permissions
    6. Porcia will discover all apps accessed via Google SSO
  </Tab>

  <Tab title="Microsoft Entra">
    1. Go to **Settings → Integrations → SSO**
    2. Click **Connect Microsoft Entra**
    3. Review the privacy notice and click **Accept & Continue**
    4. Sign in with your Azure AD Global Administrator account
    5. Grant admin consent for the requested permissions
    6. Porcia will discover all apps accessed via Microsoft SSO
  </Tab>

  <Tab title="Okta">
    1. Go to **Settings → Integrations → SSO**
    2. Click **Connect Okta**
    3. In the modal, enter your Okta domain (e.g., `company.okta.com`)
    4. Enter your Okta API token (generate one in Okta Admin Console under Security → API → Tokens)
    5. Click **Connect**
    6. Porcia will discover all apps in your Okta org
  </Tab>
</Tabs>

<Warning>
  SSO integration requires admin permissions on your identity provider. If you don't have admin access, ask your IT team to set this up.
</Warning>

## Step 4: Install Browser Extension (Optional)

Detect SaaS logins to identify shadow IT and underutilized licenses:

1. Search for "Porcia" on the [Chrome Web Store](https://chrome.google.com/webstore)
2. Click "Add to Chrome"
3. Sign in with your Porcia account
4. The extension will start detecting SaaS logins automatically

<Info>
  The browser extension is privacy-first - all analysis happens locally in your browser. Only domain names, detection method, and whether a work email was used are sent to Porcia.
</Info>

## Step 5: Explore Your Dashboard

Once your integrations are connected, you'll see:

* **Discovered Vendors** - All SaaS applications found across email, SSO, and browser
* **Total Spend** - Estimated annual software spending
* **Upcoming Renewals** - Contracts expiring soon
* **Usage Analytics** - Which apps your team actually uses
* **AI Insights** - Optimization opportunities and negotiation suggestions

## Next Steps

<CardGroup cols={2}>
  <Card title="Manage Vendors" icon="building" href="/features/vendor-management">
    Organize and track your SaaS vendors
  </Card>

  <Card title="Start Negotiations" icon="handshake" href="/features/negotiations">
    Use AI to negotiate better deals
  </Card>

  <Card title="Invite Team Members" icon="users" href="/workspace/team-management">
    Add your team to collaborate
  </Card>

  <Card title="View Analytics" icon="chart-line" href="/features/spend-analytics">
    Analyze your software spending
  </Card>
</CardGroup>

## Need Help?

* Check our [FAQ](/troubleshooting/faq) for common questions
* Contact support at [support@porcia.org](mailto:support@porcia.org)