Gather

Specify products and organize your project information in Gather.

Meet Core

Compare what's included in Core and Core Plus, and choose the plan that fits how your team works.

Core vs Core Plus: What's Included

Bring specifications, budgeting, and procurement together in Gather.

Meet Core Plus

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Set up your account, manage your team and personalize Gather.

Getting started & account

Edit your first and last name in your personal profile.

How to Edit Your Name

Learn how to update the email and or name on your account.

Update My Profile Information

How to Update Your Login Email

How can I reset my Gather Password? Find out here.

How to Reset Your Password

Your name, email, password, and getting back in when something isn't working.

Your profile & login

Adding Your Company Logo

Learn how to invite core team members to your Gather account.

Adding Core Team Members

Everything you need to know about team member roles and their permissions.

Team Member Roles & Permissions

Learn how to make another user the owner on the account.

How to Reassign Owner

Learn how to remove team members from your account.

How To Remove Core Team Members and Clients

Your firm's logo, team members, their roles, and what each person can see and do.

Company & team

Creating Schedules

Learn how to identify items with manual Item Codes or generate them automatically with Auto Tagging.

Set up Item Codes and Auto Tagging

Learn how to add common fields to all Schedules.

Creating Common Fields for all Schedules

Learn how to create custom Types within Schedules

Creating Types within Schedules

Learn how to add common fields to all Types in a Schedule

Adding Common Fields to Types

Learn how to add your existing Types to new Schedules.

Moving Existing Types Into Schedules

Learn about the available data types for custom fields.

Adding Custom Field Types

Learn how to create and share instructions with your team.

How to Add Instructions to Items

Define the spec template system your firm uses so every project follows the same structure.

Classification & Instructions

Choose how and when you're notified about important dates & events.

How to Set Up Date & Event Notifications

Choose how and when you're notified about team member comments.

How to Set Up Comment Notifications

Decide how Gather keeps you in the loop on dates, comments, and your daily digest.

Notifications

Connect Gather and QuickBooks Online in the same Claude chat to create estimates from approved items, reconcile orders against invoices, and check project budgets.

Use Gather and QuickBooks together in Claude

Learn how Gather works with AI assistants like ChatGPT and Claude, including MCP access, permissions, supported actions, and data privacy.

How Gather works with AI assistants

Connect Gather to ChatGPT to ask questions about project information and make supported changes.

Connect Gather to ChatGPT

Add Gather as a connector in Claude and choose which Gather company it can access.

Connect Gather to Claude

Ask questions about your Gather data, analyze project information, and make supported updates using ChatGPT or Claude.

What can I do with Gather in ChatGPT or Claude?

Connect Gather to other tools and AI assistants, and learn how integrations work and what information they can access.

Integrations 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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