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Lesson 2 of 4Written guide available

Prepare your company context

Choose a setup path and check the details that shape the workspace.

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Our team is recording this lesson. Start with the written guide and exercise below.

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The idea to put into practice.

The owner can choose Continue with Nefer or Set it up myself. Nefer’s path starts from the company website. Manual setup is useful when a website is missing or you prefer to enter details yourself.

Review the proposed name, location, currency, time zone, services and brand. Website information can be outdated. Keeping a suggestion is a decision; an attractive preview does not prove the details are correct.

Website research and connections demonstrate the intended flow in the current preview. They do not guarantee an external service has read the website or a live account is synced.

A useful way to approach it

  1. Gather the website or a short company description.
  2. Prepare location, currency and time zone.
  3. Check proposed services and client-facing brand.
  4. Keep only accurate business details.

Try it with fictional work.

Prepare a setup note for a fictional Cairo design studio: currency, time zone, two services and one detail to verify.

Before you move on

  • Company details verified
  • Currency and time zone checked
  • Services reflect real work
  • Brand reviewed

Check your understanding.

Nefer suggests a service you no longer sell. What next?

Keep something useful.

Download the action sheet to reuse the exercise and checklist with your team.

Ready to move forward?

Try the exercise, check your understanding, then mark this lesson complete.

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Written lessons are available now. Videos are coming soon. Connection-dependent exercises use demonstrations until live integrations become available.

Course material is prepared with AI assistance and reviewed for consistency with Tamaam’s product direction. Suggest a correction.