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Adopt’s Quick setup is three steps. It hides the platform plumbing and leads with the outcome — so you can see real prepared work in about ten minutes. (Builders who want the full control surface should use Advanced setup instead — see Quick setup vs Advanced setup.)

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Before you start

You’ll need an Adopt account and access to the documents you want the work prepared from — a folder you can upload, or a Google Drive / SharePoint location you can connect.
1

Pick what you need done

On the getting-started screen, choose a task template rather than starting from a blank agent:
  • R&D Tax Credit
  • Transfer Pricing
  • Month-End Close
  • Reconciliations
  • Custom (describe your own)
Choosing a template sets up the agent, its instructions, and the right capabilities automatically. You’ll see a plain-language summary of what it will do, plus an optional box to add a specific instruction — for example, “always include a summary memo for the partner.”
2

Add the client and its files

  • Client name — the client this work is for. Each client is kept completely separate; no one working on another client can see this data.
  • Add files — drag documents in, or connect Google Drive or SharePoint. Payroll registers, project logs, PDFs, and spreadsheets are all fine.
  • Who can see this client — invite the people who should have access. Access is set here, once.
You can add files now or later; leaving it empty won’t block you.
3

Review and go live

  • Preview shows a sample of the prepared work, drawn from the client’s files. You’ll see the review-gate reminder: nothing is final until you approve it.
  • Cadence — choose how often it runs, in plain terms: once now, monthly, quarterly, or at period close.
  • Press Go live.
That’s it. The agent runs on the cadence you chose, prepares the work, and holds it in your review queue.

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What happens next

When a run finishes, the prepared work lands in your review queue and you’re notified (if notifications are set up). You open it, check it, and either approve it or send it back with notes.
Start with a single client and a template you know well. Once you’ve watched one run through review end to end, the rest of Adopt makes far more sense.

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Next steps

  1. Reviewing and approving work — the heart of your day in Adopt
  2. Choosing your path — end user or builder
  3. Quick setup vs Advanced setup — when to graduate to the full surface