Docs / Getting started
Getting started
From sign-up to your first readiness report in about two minutes. The only prerequisite is read-only access to a warehouse, and each connect form tells you exactly how to get it.
1. Sign up and pick your frameworks
Create an account (free, no credit card). The free plan includes 2 assessments per month with the full score and factor breakdown; paid plans add unlimited scans, deeper workload profiles, and the AI fix plan. Want to see a complete report before signing up? There is a full sample at /sample.
During onboarding you can select the compliance frameworks your organization tracks, from EU AI Act Article 10 to ISO/IEC 5259. This is optional: with none selected, reports stay framework-neutral. You can change the selection any time in Settings.
2. Connect a warehouse
Pick your platform on the connect screen and enter read-only credentials. Each form includes the exact setup script or steps to forward to your admin if you do not hold the right permissions yourself. The per-platform details, including what to do when something fails, are in the Connections guide.
Credentials are used for the assessment and not stored unless you opt in to saving the connection (Pro and above), in which case they are encrypted with AES-256-GCM before storage.
3. Discover and pick what to assess
After connecting we list what your credentials can see: datasets on BigQuery, databases and schemas elsewhere. Pick one schema for a single deep assessment, or select several to scan your estate at once (Pro and above, scan profile, up to 25 schemas per run).
4. Choose a profile
If exactly one schema is selected, we probe its metadata signals and suggest the most relevant profile (for example, embedding columns suggest RAG).
Estate Scan
Lightweight readiness triage. The default, and the free plan's profile.
RAG
Retrieval-augmented generation: documentation, chunkability, embeddings, freshness.
Agents
Autonomous agents and Text-to-SQL: identifiers, relationships, constraints, access control.
Training
Model fine-tuning and dataset curation.
Feature Serving
Real-time inference and online features.
5. Read the report
Verdict
The go/no-go: ready (production), conditional (contained pilot only), or not ready, with what is safe to ship today and the specific gaps gating production.
What we found
The worst failing requirements and any exposed PII, up front.
Six-factor breakdown
Score gauge, factor radar, and a requirement-level drill-down with the measured numbers behind every score.
PII inventory
The sensitive columns we identified from metadata, each marked masked or exposed.
AI recommendations
Prioritized actions with estimated score gains, tied to your selected frameworks (paid plans).
Remediation SQL
Executable statements for your platform, targeting the exact columns found (paid plans). Validate before running, like any change.
6. Keep it current
Save the connection (Pro and above) to reconnect in one click. On Team and above, saved connections can be scheduled so readiness is re-assessed automatically, and the remediation board tracks every recommended fix across your estate with owners and statuses. Re-scans of unchanged schemas reuse the previous AI analysis rather than regenerating it, and the report says so explicitly.
Questions?
Email support@intellibricks.app. See also our security practices and the exact SQL we run.