Quickstart for analysts
A guided path for a finance analyst learning to work with the platform. The goal is to review a task, correct one item, and see the system learn from your input.
Audience: analysts (the users)
The first day
Find your Projects
The home page lists the Projects you're a member of. Pick one a teammate has shared with you.
Start a conversation
Open the Project. Ask it something specific. Watch the activity stream while it works. See Chat with a project.
Review a work item
If your team uses an App, the work item inbox is where you live. See Triage your inbox.
Correct an item and see your correction stick
If something is wrong, fix it. Your correction is recorded and the system learns from it. See Correct and send back.
Own your memories and terminology
You edit the rules and terminology your Project uses. No IT ticket required. See Memories you own.
What this article will cover
- Finding your projects
- Starting a conversation
- Reviewing a work item
- Correcting an item and seeing your correction stick
- Owning your memories and terminology