Quickstart

1. 1.0Create an account
   Signing up gives you 500 credits, which is 500 pages of reading — enough to put a real set of documents through and see the answers. No card, and there is no subscription to cancel.
2. 2.0Make a workspace
   A workspace holds one body of work — a deal, a portfolio, a client. Documents and tables both live in it, and it is private to you until you add a sharing rule.
3. 3.0Upload your documents
   Drop the files in. Each one is read, split into pages and indexed, at one credit per page. That happens once: every table you build later asks questions of documents that are already read.
4. 4.0Create a table
   Every document in the workspace becomes a row. The table starts with no columns, and the empty grid offers presets for common document types if you would rather not start from a blank one.
5. 5.0Write a column
   A column is a question asked of every row, plus an output type. Ask for one thing you actually need — "What is the notice period for termination for convenience, in days?" — and set the type to number, because that is what you will want to sort by.
6. 6.0Run it
   Select the rows and columns you want and run those. Cells resolve independently, so answers arrive as they land rather than all at once. Start with two rows: it costs almost nothing and tells you whether the column is asking the right question.
7. 7.0Check an answer
   Click a cell. The citations panel opens the page the answer was read from, so you are checking one page rather than re-reading the document. If it is wrong, type over it — the original is kept underneath.
8. 8.0Run the rest, then export
   Once a column reads correctly on two rows, run it on the remainder. Export the finished table to XLSX or CSV when you need it somewhere else.

Two things worth knowing before you start

Tables created in the app start in auto mode. That means the table extracts each new document added to its workspace, without anyone pressing Run. It is what you want for documents that keep arriving and not what you want while you are still writing columns — switch it to manual in the table’s settings until the columns are settled. See auto mode.

A new account is limited to 100 pages per document. That limit rises with lifetime spend rather than with a plan, and a document over it will not ingest. If your first upload is a 400-page credit agreement, read tiers and limits first.

Where to go next

Core concepts is the shortest way to understand why the loop is shaped like this. Columns is the page to read properly, because a disappointing table is almost always a column problem rather than a document problem. And the use cases are four worked setups you can copy outright.

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