Getting Started with Needle

Learn how to build AI workflows and create searchable knowledge bases in minutes.

Build your first AI workflow

Watch how to create, test, and publish a workflow in under 5 minutes.

Build with AI

Describe what you want, the agent builds it

50+ Templates

Sales, marketing, support, research

>40 Connectors

Gmail, Slack, Drive, Notion, and more

Version Control

Track changes, debug runs, roll back

Common questions about workflows

What does a workflow do?

A workflow is a chain of automated steps that run on their own. The outcome depends on what you build — for example a daily email summary, auto-sorted files, or AI-generated reports.

How do I create a workflow?

Go to Home, click "+ New" on the top right. Choose Workflow to start with a template, or start from scratch. Then use "Build with AI" chat to describe what you want in plain English.

What are the steps in a workflow?

Each workflow is a chain of nodes: triggers, AI agents, tool actions, and code blocks. You connect them in sequence to automate tasks end to end.

Can it connect to my tools?

Yes. Needle supports >40 connectors including Gmail, Slack, Google Drive, Notion, and many more. In the video above you can see Gmail being connected mid-build.

What does "Build with AI" do?

It's an AI agent inside the workflow builder. Describe what you want and it generates the nodes, connects your tools, tests the workflow, and self-fixes errors — all automatically.

How do I observe workflow runs?

Every workflow has a Runs tab that logs each execution. You can see exactly which node failed, inspect its inputs and outputs, and fix the issue. Version history lets you roll back anytime. In each node you can observe Input and Output, which can point to specific issues as well.

Popular templates to get you started

Track Changes in Website

RXRay

The Scholarly Path

Gmail Smart Auto-Responder

Daily Slack Activity Digest Email

Filters Your Gmail with AI and Sends Only Important Emails to Telegram


Create a searchable knowledge base

Upload your documents, connect data sources, and ask questions with AI.

Build your knowledge base

Upload PDFs, docs, and more — search them instantly

PDF, DOCX, TXT, CSV, JSON, HTML, MD, XLSX, PPTX, PNG, JPG

Connect your data sources
Slack
google_drive
Google Mail
Google Calendar
Notion
GitHub

Upload your files

Drag and drop PDFs, Word docs, text files, or URLs. Connect Gmail, Google Drive, Notion, or Slack to auto-sync your data.

Ask questions with AI

Open the collection chat and ask anything in natural language. Needle returns precise answers with source references.

Share or embed

Invite teammates with role-based permissions, or embed a chat widget on your website so anyone can search your knowledge base.

Common questions about collections

What file types can I upload?

PDF, DOCX, TXT, CSV, JSON, HTML, Markdown, XLSX, PPTX, PNG, and JPG. Pro plans also support image and table extraction from PDFs.

Which data sources can I connect?

Gmail, Google Drive, Slack, Notion, GitHub, Confluence, Jira, Outlook, OneDrive, SharePoint, Dropbox, Airtable, Zendesk, HubSpot, and more. Connected sources auto-sync so your data stays current.

How does the AI search work?

Needle splits your documents into chunks, generates vector embeddings, and stores them in a database. When you ask a question, it performs a semantic search to find the most relevant chunks and uses an AI model to generate a grounded answer with source references.

Is there a file upload limit?

Free plans have a file upload limit. Pro plans scale to thousands of documents per collection.

Can I embed the chat on my website?

Yes. Every collection can be shared via a public link or embedded as a chat widget on any website with a simple code snippet. You can also use collections inside workflows for automated RAG pipelines.

How do I manage access?

Collections support role-based permissions at the workspace, project, and collection level. You can invite teammates as owners, editors, or viewers, and revoke access at any time.
Try Needle today

Streamline AI productivity at your company today

Join thousands of people who have transformed their workflows.

Agentic workflowsAutomations, meet AI agents
AI SearchAll your data, searchable
Chat widgetsDrop-in widget for your website
Developer APIMake your app talk to Needle
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