Get Started with Getmany (Demo)

Welcome to Getmany! 🎉 We're excited to help you streamline your agency’s workflow and land more clients with less effort. This comprehensive guide will walk you through everything you need to know to get up and running with our platform.

In just a few minutes, you'll learn how to create your first job search, set up real-time notifications, and even connect to your CRM system. Let's dive in!

What you'll learn:

Your job search is the foundation of everything Getmany does for you. Think of it as teaching the system exactly what opportunities you're looking for.

Start by choosing categories that match your expertise. This helps narrow down the vast pool of available jobs to ones that actually make sense for your skillset.

Add your keywords - these are the terms that signal a perfect match. Think of the specific technologies, services, or skills that define your ideal projects. But don't forget the flip side: exclude keywords for anything that definitely isn't a fit. This saves you from wasting connects on projects that were never going to work out.

Use the comprehensive filters on the left side to describe your ideal project and client. You can specify job duration, budget ranges, client preferences, and hiring criteria. These filters ensure you only see opportunities that match your business model.

Here's a pro tip: turn on Getmany Score and set your minimum threshold. This proprietary scoring system evaluates job quality, so you're only bidding on opportunities worth your time.

💡 Keep in mind that the Jobs Preview shows posts from the last 15 days, so expect to see roughly double that volume in a full month.

Now for the automation magic! Setting up your bidding preferences is simple and intuitive.

Choose your team and freelancer on behalf of whom proposals will be sent, select the freelancer profile type, and set your bidding schedule.

Want to maintain momentum even when you're offline? Turn on Auto Reply and Getmany will send your pre-configured message to keep conversations warm when clients respond.

In this section, set your hourly rate and fixed price preferences.

If you want extra visibility on high-quality opportunities, enable Proposal Boosting – it'll only activate for jobs that meet your chosen Getmany Score threshold.

This section contains three key components that control how AI handles your proposals.

First, select your preferred AI model and version. This determines which AI engine will craft your cover letters.

The AI Guidance field is where you describe your ideal cover letter persona. Define your tone of voice, preferred length, and specific words you always want to include or avoid. Think of this as training your personal writing assistant.

The AI Decision Maker field adds context that keyword filters can't capture. Here you can specify preferences like "avoid jobs without clear requirements or short descriptions" or "prioritize long-term partnerships over one-off projects."

Choose one of the templates to see how formatting works. Plain text stays the same each time, while anything inside double brackets is dynamic - these are your directions to AI. For example [[pick best portfolio link]] or [[add call-to-action]]. You can add anything you want to your cover letter this way.

Edit, save, and preview your templates instantly to see exactly how they'll look.

Build a knowledge base by adding 12-15 full answers to common questions. When clients ask for details, AI will pull from these responses to provide consistent, professional answers.

Upload any files you want included with your proposals. This could be portfolio samples, case studies, or any other materials that strengthen your applications.

Turn on alerts for successful and failed applications so you're always in the loop about your bidding activity.

That's it! Hit Start Bidding and Getmany takes it from here. ✨

Want new opportunities delivered right where you work? Setting up messenger notifications takes just a few clicks.

First, add your preferred messenger in your account settings.

Then, open your Job Search and navigate to Jobs Notifications. Turn on the feature and you'll see a command to copy. Paste this command into the group or channel where you've added the Getmany bot.

That's it! Every new job matching your criteria will now pop up directly in your workspace, so you never miss an opportunity.

Running low on connects? Don't let that slow you down. Getmany's Auto Top Up feature has you covered.

Simply grant the necessary permissions to Getmany, and additional connects will be added automatically whenever your balance runs low. This ensures your bidding stays active around the clock, even when you're focused on client work.

No more missed opportunities because you forgot to check your connects balance!

For those serious about lead management, connecting Getmany to your CRM system creates a seamless workflow from first contact to closed deal.

Let's use Pipedrive as an example. Navigate to your Apps & Tools settings and set up the integration. Once connected, every time you receive a lead reply on Upwork, Getmany automatically sends the details straight to your Pipedrive account.

This integration works with most popular CRM systems, turning your freelance leads into organized, trackable opportunities without any manual data entry.

Congratulations! You've just set up a powerful automated system that will work around the clock to find and bid on your ideal freelance opportunities.

Remember, our Help Center is packed with detailed guides and answers to common questions. If you need personalized assistance, just click the chat bubble and our support team will be happy to help. Happy bidding! 🚀