Quick start
From an empty workspace to a team on comp plans in about ten minutes, all in CompSlate's built-in chat. Rather use Claude or ChatGPT? See [Or use Claude](#or-use-claude) below, or connect another assistant; the steps after that are the same.
1. Start your trial
Sign up with your work email and click the link we send you. 30 days free, then $49 a month for your whole team; no card.
2. Open Chat and describe your plan
In the web app, open Chat (it works in a phone browser too). Say what you pay, the way you'd tell a cofounder:
Set up our AE plan: 60/40 split, paid quarterly, $150k OTE,
$600k annual quota, and a 3-month ramp for new hires.CompSlate builds the plan and tells you what it assumed. The compslate · … lines show each step it took.
3. Add your reps
Give names, emails and start dates. Nobody gets an email until you say so:
Add Ana Ruiz (ana@acme.com) and Ben Okafor (ben@acme.com), both AEs
since January 1, on that plan. Don't email them yet.
Open Team and they're there with quota, attainment and pay.
4. Paste or attach your deals
Paste rows straight from a spreadsheet or your CRM, or click Attach CSV and pick an export from HubSpot, Pipedrive, Salesforce, Google Sheets or Excel. Rep, date, customer and amount are enough. The chat says how it read the columns and which rows it couldn't match, then records them.
Keep the order ID (or deal ID) column in the export. Then you can upload the latest export every week: deals with an ID that's already recorded are updated if they changed and left alone if they didn't, so nothing is counted twice.
Each rep's comp card updates on its own: attainment, pay so far and a projection for the year. Reps see the same card when they sign in.
5. Change pay with a preview
Anything that changes someone's pay comes back as a preview first: who changes, from when and what it costs. Nothing is saved until you click Yes, apply it (or say yes).
Give Ben a raise to $170k OTE from October 1.
6. Try a what-if, then make it live
Ask what a change would cost on your real numbers. A what-if changes nothing:
What would a 1.5x accelerator above 100% attainment cost us this year
for Ana and Ben? Don't change anything yet.
Like it? Make it live from the date you choose, and approve the preview:
Go with it for the AE plan from October 1.
7. Plan a future hire
Add people who haven't started yet to model the team you're hiring for. Planned people don't count toward anything until they start:
Plan a third AE we're hiring on January 1, on the AE plan. No email.
Next
- Pay out. "Show me Ana's statement for September", then "Mark September paid."
- Hand it to finance. "Export Q3 payouts to Excel."
- Deals in HubSpot? Sync closed-won deals with Claude instead of pasting them.
More in How CompSlate works and Plan components. Stuck? Email support@compslate.com.
Or use Claude
Prefer to run CompSlate from Claude, including the Claude app on your phone? Add it once as a connector (Claude's free plan works), then say the same things there.
- On claude.ai or in Claude Desktop, open Customize → Connectors, click + Add and choose Add custom connector.
- Name it CompSlate, paste
https://compslate.com/mcpand click Continue, then Add. Keep the sign-in settings Claude detects.
- Click Connect and sign in with your CompSlate email. When Claude shows Connected to CompSlate and the list of tools, you're done. Add it once and it works in the Claude mobile app too.
In a new chat, check CompSlate is switched on under + → Connectors. A fast model works best: CompSlate does the math, so the assistant only has to understand you.
Using ChatGPT or another assistant? Follow these steps. If something doesn't work, the same page has fixes for the usual problems.