Skip to main content

​
Creating Projects

Projects are the foundation of your work in Finch Fusion. Each project serves as a container for related documents, reports, and research activities.

​
What is a Project?

A project groups together:
  • Documents - Source materials like PDFs, Word documents, and text files
  • Reports - AI-generated reports based on your documents
  • Chat History - Conversations with the AI assistant
  • Knowledge Graphs - Visual representations of entity relationships
Think of a project as a research workspace focused on a specific topic, company, or initiative.

​
Creating a New Project

1

Open the Project Menu

Click the project selector dropdown at the top of the sidebar. This shows your existing projects and creation options.
2

Click New Project

Select the New Project option from the dropdown menu.
3

Enter Project Details

In the dialog that appears:
  • Enter a descriptive Project Name (e.g., “Tesla Q4 Analysis” or “Healthcare Market Research”)
  • The name should help you quickly identify the project’s purpose
4

Create the Project

Click Create to finalize. Your new project will be created and automatically selected.

​
Project Naming Best Practices

Choose project names that are:
  • Descriptive - Include the subject or company name
  • Time-specific - Add quarters, years, or dates when relevant
  • Unique - Distinguish from similar projects

Good Examples

  • “Apple FY2025 Annual Review”
  • “Semiconductor Industry Analysis”
  • “Client ABC Due Diligence”
  • “Q1 2026 Market Outlook”

Avoid

  • “New Project”
  • “Analysis”
  • “Report 1”
  • “Test”

​
After Creating a Project

Once your project is created, you can:
  1. Upload Documents - Add source materials for analysis
  2. Generate Reports - Create AI-powered reports from your documents
  3. Share with Team - Invite collaborators to contribute
Empty projects are automatically saved. You can add documents and generate reports at any time.

​
Project Limits

Depending on your subscription plan, you may have limits on:
  • Number of projects you can create
  • Storage space for documents
  • Number of reports per project
Check your subscription plan for specific limits.

​
Next Steps

Upload Documents

Add source materials to your project

Generate Reports

Create your first AI-powered report