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Quickstart

Your first document in 2 minutes

Pick a template, connect a source, and let the AI build the first draft for you.

  1. 1

    Click New Document

    From the Documents page, click New Document.

    Documents page with project tabs and New Document button.
  2. 2

    Pick a template

    Choose one that fits — Weekly Business Review, Product Metrics, or any other. Or start Blank.

    Click Continue.

    Template picker with category filters.
  3. 3

    Add a data source

    The Sources & template setup panel opens automatically for templates. Connect your data here — select an existing source, upload a file, or use a quick-connect button (Snowflake, Google Drive, HubSpot, etc.).

    This is the key step. Adding at least one source triggers the AI first draft. Skip sources and you get the empty template to fill manually.
    Sources & template setup — connect data and watch the panel respond.
  4. 4

    Create Document

    Click Create Document. With a source attached, you see the Building First Draft screen — the AI fills your template with real data, then opens the editor.

    Without a source, you go straight to the editor.

    Building First Draft with live agent activity.
  5. 5

    Start editing

    Your document is ready. Type / on an empty line for block commands, or use the agent panel at the bottom to ask for changes.

    Editor open with a populated document.

Ready for more?

The full docs cover every connector, block type, the co-worker, sharing, scheduled delivery, and more.

Full documentation