Setting Up Your Workspace
Creating Your Averi Account
Getting started with Averi takes less time than your average standup meeting. Head to the signup page, enter your email, and you'll land in your brand-new workspace within seconds.
During onboarding, Averi walks you through a short questionnaire about your company size, industry, and content goals. This helps the platform tailor recommendations from day one. You'll also choose your workspace name and upload your logo, which appear across all shared content and reports.
Here's what that looks like in practice. Say you're a B2B SaaS company with a 5-person marketing team:
- You select "SaaS" as your industry
- "51-200 employees" as company size
- "Organic traffic growth" as your primary goal
Averi immediately adjusts its default content templates, keyword difficulty thresholds, and recommended publishing cadence to match companies like yours. Compare that to a typical platform where you spend two weeks manually configuring every setting — or worse, you never configure anything and wonder why the defaults feel wrong.
The average marketing team uses 12+ tools to get content from idea to published page. Averi replaces most of that stack from day one, but only if you give it the right inputs during setup.
Don't rush through the questionnaire — each answer trains the platform to work for your specific business. Teams that complete the onboarding questionnaire thoroughly report getting usable first drafts 40% faster than teams that skip through it.
✅Tip
Use your company domain email when signing up. This makes it easier to invite teammates later and keeps your workspace organized under a single company identity.
Averi Account Setup Flow
Sign Up
Enter your email and create your workspace in seconds
Onboarding Questionnaire
Select industry, company size, and content goals
Workspace Personalization
Upload logo and choose workspace name
Tailored Defaults
Averi adjusts templates, keyword thresholds, and cadence to your business
Configuring Workspace Settings
Click the Settings gear icon in the left sidebar to access your workspace configuration. Take a few minutes to review each tab — General, Branding, and Notifications — so the platform works the way your team expects from the start.
Here's what to configure in each tab:
- General — Set your timezone, default word count (1,500 words is the sweet spot for SEO blog posts), and primary language
- Branding — Upload your logo, set brand colors, and connect your custom domain so reports show yourcompany.com instead of a generic URL
- Notifications — Configure Slack alerts for when content moves to the Review stage, so your editor never misses a piece waiting for approval
The Workspace Settings panel also lets you connect your domain for custom branding on shared links and reports.
Here's a tip most teams miss: set your default tone preferences at the workspace level. If your brand voice is conversational and direct, lock that in now. Every AI draft will inherit these defaults, which means less editing later.
One Averi customer cut their per-article editing time from 45 minutes to 15 minutes just by dialing in their workspace-level tone settings. That's the difference between a tool that works for you and a tool that creates more work.
💡Key Concept
Your workspace settings are global defaults. Individual projects and content pieces can override these, but getting your defaults right saves time on every piece you create.
Workspace Settings Checklist
Set timezone and language
General tab — ensures scheduling and output match your region
Configure default word count
General tab — 1,500 words is the sweet spot for SEO blog posts
Upload logo and brand colors
Branding tab — applied to shared links and client-facing reports
Connect custom domain
Branding tab — reports show yourcompany.com instead of a generic URL
Set up Slack notifications
Notifications tab — get alerts when content moves to Review
Lock in default tone preferences
General tab — every AI draft inherits these settings automatically
Inviting Your Team
Averi is built for collaboration, even if your team is just two people. Navigate to Settings > Team Members and click Invite.
You can assign three roles, each controlling what a person can access:
- Admin — Manages billing and workspace settings
- Editor — Creates and publishes content
- Viewer — Reviews and comments, but cannot edit
Send invites via email, and teammates can join with a single click. Most teams are fully onboarded within 15 minutes.
Think about how this maps to your actual team. Your marketing director? Admin — they manage the workspace and approve billing. Your content writers? Editors — they'll live in the Editing Canvas. Your CEO who wants to review posts before they go live? Viewer — they can leave comments without accidentally changing settings.
Before Averi, most teams handled this through a chaotic mix of Google Docs, Slack threads, and email chains. Someone would draft in Docs, share a link in Slack, get feedback scattered across three comment threads, then manually copy the final version into their CMS.
With Averi, everyone works in the same workspace. The editor writes, the reviewer comments, the admin approves — all in one place. Spend 2 hours approving, not 20 hours creating. That's the shift.
Drafting
Before Averi
Google Docs with scattered feedback
With Averi
Editing Canvas with inline comments
Review
Before Averi
Slack threads and email chains
With Averi
Role-based Review stage in one workspace
Approval
Before Averi
Manual back-and-forth across tools
With Averi
Viewer role comments and approves in place
Completing Your Initial Setup Checklist
Averi provides a Setup Checklist in your dashboard that tracks your onboarding progress. Think of it as your launch sequence — once every box is checked, your content engine is ready to run.
The checklist covers five items:
- Create your account
- Configure workspace settings
- Invite at least one teammate
- Set up your Brand Core profile
- Create your first Content Queue
Each step links directly to the relevant feature, so you never have to hunt for where to go next.
Teams that complete the Setup Checklist in one sitting publish their first piece an average of 5 days sooner than teams that spread setup across multiple sessions. Why? Because momentum matters. When you configure Brand Core while your brand guidelines are fresh in your mind, the quality is higher. When you build your first Content Queue right after defining your ICPs, the topic selection is sharper.
Here's the before-and-after. Before Averi: you spend a week choosing tools, another week configuring them, a third week trying to get your team to actually use them, and maybe you publish something by week four.
With Averi: you block 30 minutes, complete the checklist, and you're creating content that same afternoon. Averi achieved 6,000% traffic growth in 10 months for early adopters, and it started with teams who took setup seriously. The checklist isn't busywork — it's the foundation everything else is built on.
✅Tip
Block 30 minutes for your first session and aim to check off every item on the Setup Checklist. Having your brand guidelines and a list of target keywords handy will make the process even faster.
Key Takeaways
- ✓Account creation takes minutes — the onboarding questionnaire helps Averi tailor recommendations to your business from the start.
- ✓Configure workspace defaults (timezone, language, tone) in Settings before creating any content to save time later.
- ✓Use role-based permissions (Admin, Editor, Viewer) to give each teammate the right level of access.
- ✓Complete the full Setup Checklist in your first session to unlock the fastest path to your first published piece.
- ✓Connect your company domain email and branding early so all shared links and reports look professional.
Pass the Quiz to Continue
Knowledge Check
What is the purpose of the onboarding questionnaire during Averi account creation?