Jylo Quick Start Guide

A Guide for Jylo Users

Welcome to Jylo

Jylo is an AI-powered platform that allows you to automate your organisational intelligence.

The platform focuses on combining AI capabilities with human expertise, helping you work faster whilst maintaining quality through verification.

It comes in two parts – the AI Assistant, and Playbooks. Assistant is a classic chat-style AI tool. If you have a quick question, want a spur-of-the-moment document review or to perform a redline comparison, the Assistant can help.

Playbooks are automated workflows that use AI to not only extract your chosen data but also perform analysis and transform that base data into something completely different such as a letter or a report.

Everything in Jylo happens within Projects—organised workspaces that contain your files, analysis, team members, and results in one secure location.

Essential Setup

Each Project is typically dedicated to a particular department or initiative. Here, all related files and work are stored and shared amongst individuals chosen to form part of the team.

1. Create Your First Project

1. Navigate to My Projects in the "Me" section of the sidebar
2. Click the blue Plus button in the top-right corner
3. Enter a descriptive Project name
4. Provide a Project description
5. Complete any required metadata fields
6. Click Finish to create your Project

2. Upload Documents

1. Select your Project and go to the Files section
2. Click the blue Plus button
3. Select Upload files from the dropdown
4. Either drag and drop files or click browse to select from your computer
5. Click Upload Files to complete the process

Two Ways to Analyse Documents

Choose the approach that best fits your needs:

Assistant

Assistant is perfect for answering quick questions, analysing various documents at once or having dynamic conversations which develop with every interaction. It's easy to use and can help you:

• Prepare for meetings
• Learn new concepts
• Perform redline analysis
• Compare documents of various types
  • you the overview with prompt labels and descriptions.

To launch the Assistant:

1. Click Assistant in your Project navigation
2. Click the blue plus button to start a new conversation
3. Upload specific documents using the plus button in the input field, or ask general questions
4. Use natural language queries:
   • "Compare the agreement to the issues list"
   • "List the contractual milestones in table format"
   • "Differentiate between completion accounts and the locked box mechanism"
5. Always verify responses when analysing documents by clicking citation numbers to see highlighted source text

Playbooks and Flows

The Assistant provides rapid clarity and analysis whenever you need it. However, to consistently automate larger tasks across one or many documents, Playbooks are the best option. These templates enable users to apply high-quality prompts consistently and at scale. They are typically used to:

• Spot trends across documents
• Analyse documents using proven methodology
• Structure large datasets before separating and storing files
• Identify crucial information quickly from an abundance of data
• Produce bespoke reports for single documents or entire datasets
• Democratise methodology throughout your organisation

To launch a Flow:

1. Go to Flows section in your Project
2. Click blue Plus button → Add Flow
3. Enter a Flow name and description
4. Select your chosen Playbook
5. Select your target documents
6. Click Finish to launch the analysis

Once the Flow is complete, review and verify results:

1. Use the left panel filters to find documents matching specific criteria
2. Click Evidence buttons to see AI reasoning highlighted in documents
3. Approve, reject, or edit responses using the verification controls
4. Use Tasks to assign specialist reviews to team members

Getting Results Out

From Assistant

• Export PDF: Download the entire conversation thread
• Copy the output: Save to Word or other applications
• Continue conversations to refine analysis

From Flows

Click the download icon to access export options:

• Export Spreadsheet: Comprehensive tabular data including verification status and comments for further analysis
• Export with source documents: Complete package including original files
• Generate flow assembly: Bespoke report comparing all documents based on the Playbook template
• Generate document assembly: Individual reports for each document based on the Playbook template

Next Steps

• Add team members: Go to Team in your Project to invite colleagues and assign roles
• Explore more Playbooks: Browse the Marketplace to find analysis templates for different document types
• Create custom workflows: Once you've identified effective prompts in Assistant, consider building custom Playbooks for repeated use

Visit our support portal at support.jylo.ai for comprehensive guides including the User Guide, Playbook Prompting, Assembly Building, and more.

Jylo | Quick Start Guide | Version 2.0
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