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This guide shows how to sign in to Morada OS, connect the tools you already use every day, and stay in control of everything the assistant does. The product interface is currently in Portuguese, so UI labels below are shown as they appear on screen, with English translations in parentheses.

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1. First sign-in

Morada OS uses your company’s corporate login (Morada SSO). Only people authorized by your organization can get in.
1

Open the official address

In your browser, go to os.morada.ai.Morada OS sign-in screen
2

Sign in with your corporate account

Use your corporate email or your company’s login (Google or Microsoft).
3

Pick your workspace

Workspaces are your company’s work areas, usually one per team (for example, Sales, Projects, Leadership). Pick yours.Morada OS workspace picker
If you have access to a single workspace, you land in it directly.

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2. Connect your tools

Morada OS connects to the tools your team already uses: Google Workspace (Gmail, Calendar, Drive), Microsoft 365 (Outlook, Teams, OneDrive), Notion, and HubSpot. Once connected, you can ask things like “summarize today’s emails” or “what meetings do I have tomorrow?”.
1

Open the connectors

In the side menu, click Conectores (Connectors). The page shows the available accounts and systems.Morada OS connectors screen
2

Pick the tool

Find the tool you want to connect (for example, Google Workspace) and click Conectar (Connect).
3

Authorize access

A secure window from the provider itself (Google, Microsoft, Notion, or HubSpot) opens asking for your authorization. It’s the same kind of screen you see when signing in to a site “with your Google account”.

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What each connector can access

Morada OS asks for the least access possible: on connect, the assistant can only read. Any action that changes something (send, create, update) requires an additional authorization from you.
4

Ready to use

When you finish, the tool appears under Conectados por você (Connected by you), showing how many tools it provides. From then on the assistant can look up that information whenever you ask.
HubSpot and Microsoft 365 have their own guides, each with a full walkthrough: see Integrations.

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3. You approve before it happens

To prevent accidental actions, anything that changes something outside Morada OS (sending an email, updating the CRM, messaging on Teams) goes through your approval. It works like this: you ask, the assistant prepares the action and shows a card with every detail (recipient, subject, content). Nothing happens until you click Aprovar (Approve). You can also adjust the request or cancel.
Queries and reads (for example, “summarize today’s emails”) don’t need approval: they don’t change anything.

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4. Analyze spreadsheets and documents

Upload files directly in the chat and ask for whatever you need: analyses, calculations, summaries, comparisons, or new files.
  • Supported formats: Excel spreadsheets (.xlsx) and .csv, Word documents (.docx), PowerPoint presentations (.pptx), PDFs, images, and audio files.
  • What you can ask for: feasibility studies, financial projections (sales volume, NPV, IRR), sales table consolidation, cross-referencing spreadsheets, and generating new Excel files and ready-to-share reports.
Calculations run in a protected environment designed so your files never leave it.

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5. Search the web

When the answer isn’t in your files or in your connected tools, the assistant searches the web. This is on by default: there’s nothing to connect and nothing to set up.
  • The answer shows its source. Every piece of information comes with the link it came from, so you can check it before using it in a proposal or in a conversation with a client.
  • You can narrow the search. Ask for a period (“only consider the last six months”) or a kind of source (news, company websites, publications).
  • You can paste a link. If you already have the address of a page or a public PDF, paste it into the chat and ask for the summary, the numbers, or just the part you care about. A page behind a login or that only builds its text after loading can come back empty, and a very long document comes back truncated: when that happens, ask for one part at a time. The step by step is in the recipe Read a page or a PDF from a link.
For your own company’s numbers (price table, sales policy, this month’s results), the web isn’t the way: use the Brain, your organization’s document library, or upload the spreadsheet to the chat.

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6. How to disconnect a tool

You can unlink an account or revoke a tool’s access at any time:
1

Open the connectors

Go to Conectores (Connectors) in the side menu.
2

Unlink the account

Open the connected tool’s card and click Desvincular (Unlink).
3

Confirm

Confirm the action. The authorization is deleted immediately and the assistant loses access to your data in that service.
Unlinking in Morada OS removes access on Morada’s side. To also revoke it on the provider’s side, open the security settings of your Google or Microsoft account.

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7. Troubleshooting

Some companies require IT approval before a new application can be used. Forward your company’s IT team the Microsoft 365 administrator guide: it takes about 15 minutes and shows exactly what to approve and what to release.
  1. Check that the file doesn’t exceed the workspace size limit (50 MB per attachment).
  2. Make sure the file isn’t password protected or corrupted.
  1. Confirm the document was added to the organization’s library or to the right workspace.
  2. Documents in another person’s Personal Space are private: only the owner can query them.

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All set? Now see what you can do

Use cases

Ready-made recipes for the day-to-day: copy the request, paste it into the chat, and adapt it to your reality.