Introductory Training Introductory Training

Introductory Training

Aaron Kirk Aaron Kirk

Master the fundamentals of the Jylo platform with this video demo. This training covers the essential end-to-end workflow — from setting up your first Project through to launching AI-powered document analysis using Playbooks and Flows.

What You'll Gain:

  • How to create and configure a new Project
  • How to upload documents to your Project
  • How to interact with documents using the Assistant
  • How to launch a Flow using a Playbook
  • How to review and verify AI outputs in the Flow interface

What This Demo Covers: This demo walks you through the core Jylo workflow, including creating a new Project with appropriate metadata, uploading and organising documents, using the Assistant to chat with your files, selecting and applying a Playbook to your documents in a Flow, and reviewing the AI-generated results. This is essential viewing for any new user getting started with the platform.

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