Getting Started with Needle

Quick Start

Before You Begin

• Create your free Needle account (no credit card required)
• Gather the documents you want to use (PDFs, docs, text files, URLs)
• Activate the 7-day Pro Trial for image and table support

Get Started in 2 Minutes

1. Log into your Needle dashboard
2. Open an existing collection or create a new one
3. Upload files or add URLs from the Files tab
4. Ask questions and review the answers
5. Upgrade to Pro Trial to unlock richer document types

First Steps

Working with Documents

• Upload individual files or bulk-import folders
• Organize material into collections for each workflow
• Ask targeted questions such as:
  • What is Jan Heimes' EIN number?
  • What are the contract details with Google in January 2025?
  • What is the capital of Australia?
  • What are key features of Needle?

Connect Your First Data Source

• Enable the Gmail connector
• Sync Google Drive
• Link a Notion workspace

Advanced Setup

Customization Options

• Configure custom LLM settings for each collection
• Schedule data refreshes to keep answers current
• Define access permissions per team or document

Team Configuration

• Invite teammates and assign roles
• Create shared collections with scoped access
• Manage API keys for automations

Next Steps

Expand Your Usage

• Explore advanced connectors and integrations
• Automate workflows with triggers and actions
• Build custom agents for specialized tasks
• Use the API to embed Needle in your apps

Resources

• Browse the documentation
• Join the Discord community
• Watch tutorial videos
• Reach out to support for guided onboarding