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

# Quick setup vs Advanced setup

> Adopt offers two front doors to the same setup — a fast, template-driven Quick path and a fully explicit Advanced path. When to use each.

Both modes create the same underlying objects — Workstream, Doc Store, Data Store, Agent, Space. The only difference is how many decisions you make yourself versus accept as sensible defaults.

## Quick setup (3 steps)

Goal-first, with defaults applied automatically. Best for getting a finance user live fast, or for standard processes.

1. **Pick what you need done** — choose a task template; it sets the agent, instructions, and skills.
2. **Add the client and its files** — name the client, add or connect files, invite people.
3. **Review and go live** — preview the output, choose a cadence, publish.

What's decided for you: the Data Store scope (workstream-based), the skill selection (from the template), and the access defaults (owner + invited people).

## Advanced setup

Every primitive is explicit. Best when you need precise control — custom schemas, specific skills, tight access.

## How they relate

* **Same objects.** Quick provisions exactly what Advanced builds explicitly — it just applies defaults instead of asking.
* **No dead-ends, both directions.** You can start in Quick and switch to Advanced to fine-tune; work already entered carries over. Switching back keeps the advanced settings underneath.
* **Defaults are visible in Advanced.** Anything Quick decided for you can be seen and changed in Advanced.

## What Quick decides, and where to change it

| Decision         | Quick default                  | Change in Advanced                       |
| ---------------- | ------------------------------ | ---------------------------------------- |
| Isolation scope  | Row-scoped per client          | Global / Workstream / Workstream + Agent |
| Data Store table | Auto-provisioned from template | Full schema + SQL                        |
| Skills           | From the template              | Full skill + plugin picker               |
| Access           | Owner + invited people         | Full access matrix                       |
| Cadence          | Chosen from plain options      | Full schedule config                     |

## Next steps

1. [Builder overview](/builder-guide/builder-overview)
2. [Create a Workstream](/builder-guide/create-a-workstream)
3. [Creating an agent](/builder-guide/create-an-agent)