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Getting started

Finblade is one workspace for working with AI on your organisation's data: chat with an assistant that can read your files, automate multi-step work on a visual canvas, and publish the results as apps and dashboards for your team.

The modules at a glance

ModuleWhat you do thereGuide
Chat AIAsk questions, attach files and databases, get answers with sources, charts and generated documentsChat AI
Workflow AIBuild automations on a canvas — or describe them to the assistant — run them, schedule them, share themWorkflow AI
AppsEverything you have built, in one place: published apps, dashboards and extracted databasesApps, Dashboard, Databases
StudioAsk the assistant to build a live web page — a dashboard, a report, a tracker — from your dataStudio
My DataUpload documents, import from SharePoint, connect SQL databases, organise and share filesMy Data
ConnectionsLet the assistant use external services (GitHub, Notion, your own systems) with your loginConnections
Dedicated AgentYour own always-on agent that remembers across chats, runs scheduled jobs and whole tasksDedicated Agent

Everything you can do in the app is also available to scripts and integrations through the API.

Signing in for the first time

  1. Open the web app (your administrator will give you the address — typically https://app.<your-company-domain>).
  2. Enter your work email and press Continue. Finblade works out how your organisation signs in:
    • Password — enter it, then, if your organisation uses two-factor authentication, the 6-digit code from your authenticator app.
    • Continue with Microsoft / Continue with Google — single sign-on with your company account.
    • Sign in with Passkey — Face ID, Touch ID, Windows Hello or a security key, once you have added a passkey to your account.
  3. The first time you sign in you may be asked to set up two-factor authentication (scan a QR code with any authenticator app) and you will receive a recovery code by email. Keep it safe: it is the only way to recover your encrypted chat history if you forget your password.

Details, including registration and account recovery, are in Signing in & security.

Finding your way around

  • Sidebar (left) — the modules. Collapse it with the arrow at the bottom; on small screens it becomes a menu.
  • Profile menu (top right) — My Profile (personal details, preferences, security, usage, billing) and Log out.
  • Settings (gear at the bottom of the sidebar) — language (English / العربية), light or dark appearance, notifications, and a form to send feedback or report a bug.
  • Notifications — access requests for your documents, files that need attention, and what colleagues shared with you.

Finblade is bilingual. Switch between English and Arabic from the settings menu; the layout flips to right-to-left and generated content follows your Language preference.

Some modules — Workflow AI, Studio and the Analytics board — need a large screen and are hidden on phones.

A five-minute tour

  1. Ask something. Open Chat AI, type a question, press Enter. Try the suggestions on the empty chat: research a topic with cited sources, draft an email, summarise a document.
  2. Give it your data. Open My Data, drag a PDF onto the page. It is uploaded and trained (indexed) in the background — the status badge turns to Trained when the file is ready. Back in Chat AI, use the paperclip to attach it and ask a question about it.
  3. Automate it. Open Workflow AI and describe an automation to the assistant in the right-hand panel ("every Monday, search the web for competitor news and email me a summary"). It builds the workflow on the canvas; press Run to try it, Schedule to make it recurring.
  4. Publish it. Save the workflow as an app (Appify) and it appears under Apps for anyone you share it with — a simple form instead of a canvas.
  5. See it on a dashboard. Charts produced by workflows or by the assistant can be pinned to a Dashboard board, filtered, and discussed with the assistant.

Where things are stored

  • Files live in your organisation's private storage and are indexed for search; nothing leaves the platform unless a workflow you build sends it somewhere (an email, a webhook).
  • Chat messages in Chat AI are encrypted in your browser with a key only you hold — see Signing in & security.
  • Deleted documents and workflows go to a trash for 30 days before they are removed for good.

Getting help

Your organisation's Finblade administrator manages users, single sign-on and plans. To report a problem or suggest an improvement, use Feedback / bug in the sidebar settings menu — it goes straight to the product team with the page you were on.

Finblade documentation