Quick Start Guide

Get up and running with Grader.io in under 10 minutes.

Prerequisites

• A Grader.io account (sign up here)
• A HubSpot account (optional, for form integration)

Step 1: Create Your Account

1. Navigate to grader.io/register
2. Fill in your business information
3. Choose your subscription plan
4. Complete the payment process

Step 2: Set Up Your First Grader

Once logged in, you'll land on the Dashboard. Here's how to create your first grader:

1. Click "Create New Grader" on the dashboard
2. Give your grader a name (e.g., "Lead Qualification")
3. Define your evaluation criteria
4. Set up scoring weights
5. Save and activate

Defining Criteria

Each grader uses criteria to evaluate submissions. Criteria can be:

• Text-based — Analyze free-text responses for keywords, sentiment, or relevance
• Numeric — Score based on numeric ranges (e.g., budget, company size)
• Categorical — Match against predefined categories (e.g., industry, location)

Step 3: Connect Your Forms

Grader.io supports multiple integration methods:

HubSpot Integration

Navigate to Connections → HubSpot and click "Connect". You'll be redirected to HubSpot to authorize the integration.

Webhook Integration

Use our webhook endpoint to send form submissions directly:

curl -X POST https://api.grader.io/v1/submissions \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "graderId": "your-grader-id",
    "data": {
      "name": "John Smith",
      "email": "john@example.com",
      "company": "Acme Inc",
      "budget": 50000
    }
  }'

Step 4: Review Submissions

Once submissions start flowing in, you can:

• View them on the Submissions page
• See AI-generated scores and categories
• Export data as needed

Next Steps

• Understanding Graders — Deep dive into how grading works
• Grader Configuration — Advanced setup options
• API Reference — Full API documentation

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