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Quick Start Guide

This guide will walk you through the essential steps to get started with Finch Fusion. By the end, you’ll have created a project, uploaded documents, and generated your first AI-powered report.

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Step 1: Log In to Your Account

1. Navigate to the Finch Fusion application
2. Click Sign In to authenticate with your account
3. If you’re new, your organization administrator will provide access credentials

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Step 2: Create a Project

Projects are containers for organizing your documents and reports around a specific topic or research goal.

1. Click the New Project button in the sidebar
2. Enter a descriptive name for your project (e.g., “Q4 2025 Market Analysis”)
3. Click Create to confirm

Your new project will appear in the sidebar, and you’ll be ready to add documents.

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Step 3: Upload Documents

Add source materials that the AI will use to generate reports and answer questions.

1. Click the Upload button or drag files directly into the document area
2. Select one or more files from your computer
3. Wait for the processing indicator to complete

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Step 4: Generate Your First Report

Once your documents are processed, you can create an AI-generated report.

1. In the chat panel, type a description of the report you want to generate
   • Example: “Generate a company analysis for Apple Inc. based on the uploaded documents”
2. Select a Report Type from the dropdown menu
3. Click Generate to start the report creation

The AI will analyze your documents and generate a structured report with multiple sections. You can watch the progress in real-time as each section is created.

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Step 5: Review and Edit

After generation completes:

1. Review the report in the main content area
2. Click on any section to edit the content manually
3. Use the chat to request specific changes (e.g., “Make the executive summary shorter”)
4. Export your finished report as a Word document or PDF

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What’s Next?

Now that you’ve created your first report, explore more features: