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.Finch Fusion includes a free trial with 5 reports so you can explore the platform before subscribing.
Step 1: Log In to Your Account
- Navigate to the Finch Fusion application
- Click Sign In to authenticate with your account
- If you’re new, your organization administrator will provide access credentials
First-time users will see a guided tour highlighting key features of the interface.
Step 2: Create a Project
Projects are containers for organizing your documents and reports around a specific topic or research goal.- Click the New Project button in the sidebar
- Enter a descriptive name for your project (e.g., “Q4 2025 Market Analysis”)
- Click Create to confirm
Step 3: Upload Documents
Add source materials that the AI will use to generate reports and answer questions.- Click the Upload button or drag files directly into the document area
- Select one or more files from your computer
- Wait for the processing indicator to complete
Step 4: Generate Your First Report
Once your documents are processed, you can create an AI-generated report.- 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”
- Select a Report Type from the dropdown menu
- Click Generate to start the report creation
Step 5: Review and Edit
After generation completes:- Review the report in the main content area
- Click on any section to edit the content manually
- Use the chat to request specific changes (e.g., “Make the executive summary shorter”)
- Export your finished report as a Word document or PDF