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First setup

Complete first-time onboarding

Follow the five setup screens that create your first Lemma-led Mission.

Lemma 101 · Step 2 of 4Complete first-time setup
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A new Operator completes onboarding before Lemma opens its normal navigation.

Outcome

You will connect LinkedIn, add a small Lead set, create one Lemma-led Mission, and open its conversation.

Complete the five screens

Welcome

Answer How did you find Lemma? or skip the question. This answer does not change the outbound setup.

LinkedIn

Choose Connect LinkedIn and complete the provider window for the profile you want Lemma to use.

  • A healthy verified connection normally appears as Connected and ready.
  • If the account is shown as Paused, choose Resume LinkedIn only when you intend to make it eligible.
  • If Reconnect needed or another non-ready state appears, do not repeatedly choose Connect. Open Settings → Sender. The onboarding control cannot safely recover every existing Sender state; use Support if Settings cannot verify the existing identity or onboarding remains blocked.

You can change the schedule and daily targets later under Settings → Sender.

Becoming Ready does not make the full configured target immediately available. Effective invitation and message limits begin their automatic warm-up with the first provider-authorized outreach activity, not during connection.

People

Add about 5–10 people for the first Mission. Paste one linkedin.com/in/… profile URL per line, then choose Add people.

This onboarding screen accepts pasted LinkedIn profile URLs only. It does not upload CSV files. Company pages, posts, and search-result URLs are not individual profiles.

Mission

Describe one outreach goal in plain language. The screen shows the selected Sender and Lead count. Continue to create a Lemma-led Mission.

Next

Choose Chat with Lemma to open the new Mission. Clarify the offer, audience, constraints, and plan in the Mission conversation.

Mission and Outbox approve different scopes

In the Lemma-led Mission, choose Review approval or Auto approval and answer the current Mission-level Approve or Deny request. After Lemma creates Sequences, use Outbox to edit and validate eligible Lemma-authored Sequences before they send.

If you skipped a setup step

  • Reopen Settings → Sender for the Sender.
  • Open Leads and choose Add leads for more people.
  • Open New Mission if onboarding did not create the Mission.
  • Use the Support button in Lemma’s sidebar if onboarding cannot advance.

You now have the Mission context required to review its first Sequence. Keep the audience small and continue from Outbox when Lemma has prepared the work.