> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Create your first project and generate a report in minutes

# 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.

<Info>
  Finch Fusion includes a free trial with 5 reports so you can explore the platform before subscribing.
</Info>

## 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

<Info>
  First-time users will see a guided tour highlighting key features of the interface.
</Info>

## 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.

## 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

<Tip>
  You can upload multiple files at once. Supported formats include PDF, DOCX, and TXT files. You can also add web sources by pasting a URL in the chat panel using the **Add Web Source** button.
</Tip>

## 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.

<Tip>
  You can also create a report from scratch without AI generation. Click **New Report** in the header and choose **Report from Scratch** to start with a blank report that you title and describe yourself.
</Tip>

## 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

## What's Next?

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

<CardGroup cols={2}>
  <Card title="Report Types" icon="file-lines" href="/reports/report-types">
    Learn about different report formats available
  </Card>

  <Card title="AI Assistant" icon="robot" href="/ai-assistant/chat-interface">
    Chat with your documents using different research modes
  </Card>

  <Card title="Templates" icon="table-layout" href="/templates/using-templates">
    Use templates for consistent report structure
  </Card>

  <Card title="Share Projects" icon="users" href="/projects/sharing-projects">
    Collaborate with your team
  </Card>
</CardGroup>