RealBudSet up your computer
Make the desk yours
Enter your name, then select Continue.
What happens next
The office connection screen opens.
Office email is optional. Use the name you want Bud to call you.
The RealBud handbook
Your first task.
One step at a time. Follow along beside RealBud.
Before you begin
Have your office owner’s link code ready. It links this computer; your personal sign-in and app permissions are checked separately.
Already set up? Start with your first task. Need connection settings? Go to Workspace.
Watch the walkthrough
RealBud in 5:58
Set up your computer
Connect to your office
Paste the link code your office owner gave you. Select Connect with this code.
What happens next
RealBud confirms which office this computer is connected to.
No code? Select Copy request for your owner, then share that request with them.
Set up your computer
Confirm the office name
Check the office name is correct, then select Continue to Bud setup.
What happens next
Bud setup opens. RealBud prepares Bud on this computer.
If the office name is wrong, check with your owner before continuing.
Set up your computer
Check that Bud is ready
Wait for the checks to show Ready. Select Back to Desk when ready.
What happens next
Desk opens with Bud available to help.
If setup is still waiting, follow the message shown and use Check again.
Do your first task
Decide what is waiting
Open Desk and select a row in Next decisions. Read Bud’s draft, then select Approve wording or Decline wording.
- Next decisions lists everything waiting for you
- Select a row to open its case
- Approving saves your decision. It does not send
- Approve wording when the draft is right
- Decline wording when it should not go
What happens next
Your decision is saved on the case.
Approving saves your decision. It does not send anything.
Do your first task
Ask Bud for an outcome
Describe the result you want, then select Start work.
- Describe the outcome you need
- Add files or apps Bud should use
- Pick a task, property or saved job
- Sends, payments and notices wait for your review
- Select Start work
What happens next
Bud starts on the task and replies in the conversation.
Try: “Draft a repair follow-up for 12 Fictional St. Do not send it.”
Do your first task
Review and correct the draft
Read Bud’s reply. Ask for any changes in the message box.
- Read Bud’s draft
- See each step Bud took
- Edit & resend changes your request
- Copy the reply
- Ask for any changes here
What happens next
Bud redrafts until you are happy.
A draft is not a sent message. Check names, dates and amounts.
Manage repeating work
See your week of jobs
Open Schedule. The week shows when each job runs; the list below shows every job.
- This week shows when each job runs
- Filter by scheduled, paused or needs setup
- Select a job to open it
- Switch a job on or off
- Search jobs by name
What happens next
Switch a job on or off right in the list.
Manage repeating work
Run, pause or change a job
Select a job to open it.
- Run now runs it once straight away
- Pause job stops future runs until you resume
- Edit plan & timing changes what it does and when
- The latest result appears here
- Back to the list of jobs
What happens next
Run now runs it once straight away. Pause job stops future runs until you resume.
Find settings and help
Get help
Open Workspace, then Settings & help. Help is near the bottom.
- Show the Get started steps on Desk again
- Save a support file to email to hello@realbud.app
- Send it to RealBud support from here
- Keyboard shortcuts (or press ?)
What happens next
You can bring back Get started, save a support file or send it to RealBud support.
Email the support file to hello@realbud.app. Press ? at any time for keyboard shortcuts.
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