Getting Started with Solatis

Welcome to Solatis! This guide will help you set up your workspace and start automating your knowledge management and workflows in minutes.

What is Solatis?

Solatis is an AI-powered knowledge and workflow automation platform that transforms how your organization manages information, autocts tasks, and extracts insights from business data.

Think of Solatis as your intelligent knowledge assistant that:

• Understands documents, meetings, and conversations through advanced AI
• Organizes information automatically with semantic understanding
• Connects all your tools (Slack, Google Workspace, Jira, etc.)
• Automates repetitive tasks through intelligent agents
• Extracts actionable insights from business data

Key Capabilities at a Glance

🎯 Core Features

Feature	What It Does	Example
Document Intelligence	Analyze PDFs, Word docs, sheets, presentations	"Summarize this 50-page contract in 2 minutes"
Meeting Analysis	Transcribe Google Meets, extract action items	"What did we decide about the API architecture?"
Knowledge Base	Searchable, AI-powered document repository	Search across all company docs with semantic understanding
Slack Integration	Sync Slack threads, search conversations	"Show me decisions from #product channel last month"
Task Automation	Create Jira tickets, sync with Asana, update Trello	Meeting action items → Jira tickets automatically
Semantic Search	Find information by meaning, not keywords	"expenses related to marketing" (not just "marketing budget")

🤖 AI Agents (Automation)

Solatis agents are autonomous AI workers that:

• Monitor your workflows 24/7
• Automatically extract action items from meetings
• Create tasks and tickets without human intervention
• Provide insights and recommendations
• Learn from your feedback over time

Setting Up Your Account

Step 1: Create Your Organization

1. Visit Solatis
2. Click Sign Up
3. Enter your email and create a password (minimum 8 characters)
4. Verify your email address
5. Name your organization (e.g., "Acme Corp")
6. Choose your plan (Free, Team, or Enterprise)

Step 2: Create Your First Workspace

Workspaces are dedicated areas for teams to collaborate:

1. Click Create Workspace
2. Give it a name (e.g., "Product Team", "Engineering", "Marketing")
3. Add team members (you can do this anytime)
4. Select what this workspace will focus on:
   • ☑️ Document analysis
   • ☑️ Meeting intelligence
   • ☑️ Task automation
   • ☑️ Knowledge management

Step 3: Invite Team Members

1. Go to Settings → Team
2. Click Invite Member
3. Enter email addresses (comma-separated for multiple)
4. Choose role:
   • Admin: Full access, manage settings
   • Editor: Can upload, edit, create tasks
   • Commenter: Can view and comment
   • Viewer: Read-only access
5. Click Send Invitations

Team members will receive an email and can start using Solatis immediately.

Your First Tasks

Task 1: Enable Google Meet Integration (2 minutes)

This enables automatic recording and transcription of your Google Meet calls.

1. Go to Integrations → Google Workspace
2. Click Connect Google Account
3. Sign in with your Google account
4. Grant permissions for:
   • Google Meet (auto-recording)
   • Google Drive (file access)
   • Google Calendar (scheduling)
5. Click Authorize

What happens next:

• Your Google Meets will auto-record
• Transcripts are ready within 5 minutes
• Action items automatically extracted
• Summaries generated automatically

Task 2: Connect Slack (2 minutes)

Sync your Slack conversations into Solatis for searchable, organized knowledge.

1. Go to Integrations → Slack
2. Click Install Solatis Bot
3. Select which Slack workspace to connect
4. Choose channels to sync (or all channels)
5. Grant permissions
6. Click Install

What you can do:

• Search Slack conversations from Solatis
• Use /solatis search in any channel
• Use /solatis summarize to get channel summaries
• Automatically index important decisions and discussions

Task 3: Upload Your First Document (1 minute)

1. Click + New → Upload Document
2. Choose a PDF, Word doc, or other file
3. Give it a title and optional description
4. Click Upload
5. Wait 30-60 seconds for processing

What happens:

• Solatis extracts text and generates embeddings
• Creates a semantic index for intelligent searching
• Generates an automatic summary
• Identifies key entities (people, dates, topics)

Then try:

• Asking "What are the main points?"
• Asking "Who are the stakeholders?"
• Asking "What decisions were made?"

Understanding AI Concepts

What is Semantic Search?

Traditional Search:

• "marketing budget" only finds pages with those exact words
• Misses relevant information about "advertising spend"

Semantic Search (Solatis):

• Understands meaning not just keywords
• "expenses related to marketing" finds budget docs, cost analyses, ROI studies
• Understands context and relationships
• Gets better as you use it

What are AI Agents?

Think of an AI Agent as an intelligent assistant that:

• Runs automatically based on triggers
• Makes decisions with your rules
• Completes multi-step tasks
• Reports back what it did

Example:

Trigger: Meeting ends
Agent Actions:
1. Transcribe the recording
2. Extract action items
3. Create Jira tickets for each action item
4. Assign to the right people
5. Send summary email to attendees

Why it matters:

• What took 30 minutes now takes 30 seconds
• Nothing falls through the cracks
• Everyone stays on the same page
• More time for high-value work

Common Use Cases

For Product Teams

Before Solatis:

• Manually transcribe meeting notes
• Copy-paste action items into Jira
• Search through chat for decisions
• Summarize customer feedback documents

With Solatis:

• Meeting summaries and action items auto-created
• Tickets created automatically
• Search across all meetings and documents
• AI agents identify recurring customer issues

For Engineering Teams

• Architecture Docs: Upload RFCs, search across all design decisions
• Decision History: "Why did we choose this tech?" - search docs automatically
• Meeting Intelligence: Track technical decisions and rationales
• API Documentation: Automatically organize and keep updated

For Management & Leadership

• Strategic Context: Quick summaries of all meetings and decisions
• Trend Detection: AI identifies patterns (hiring needs, risks, opportunities)
• Team Updates: Automatic status synthesis from across teams
• Compliance: Audit trail of all decisions and discussions

For Customer Success

• Support Tickets: Automatically organize and prioritize
• Customer Calls: Transcribe, summarize, extract follow-ups
• Knowledge Base: Create from company knowledge
• Quick Answers: Search across all customer interactions

Quick Tips

💡 Pro Tips for Success

1. Start small: Enable one integration at a time, learn as you go
2. Use templates: Create naming conventions for documents (e.g., "RFC-ApiV2")
3. Enable notifications: Get alerts when AI agents complete tasks
4. Review summaries: Check auto-generated summaries for quality
5. Provide feedback: Correct summaries to train AI agents

⚙️ Optimization Tips

• Tag documents: Add tags for better organization ("urgent", "Q1", "hiring")
• Create workspaces: Separate by team for focused collaboration
• Use agents: Set up automated workflows to save time
• Monitor insights: Check dashboards for team metrics and patterns
• Regular reviews: Weekly review of AI-extracted action items

What's Next?

Learn More

• Features Overview - Dive deeper into each capability
• Collaboration Guide - Work with your team effectively
• AI Agents Guide - Set up automation workflows
• Security & Architecture - Understand how your data is protected

Get Help

• Troubleshooting - Common issues and solutions
• Contact Support - Reach out to our team
• FAQ - Quick answers to common questions

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Frequently Asked Questions

Q: How long does transcription take? A: Typically 2-5 minutes after your Google Meet ends, depending on meeting length.

Q: Can I search across all documents? A: Yes! Solatis indexes everything and uses semantic search to find relevant information by meaning.

Q: Is my data secure? A: Yes, Solatis is SOC 2 Type II certified. All data is encrypted in transit and at rest. See Security for details.

Q: How many people can access my workspace? A: Unlimited. Add as many team members as you need with role-based permissions.

Q: What if I make a mistake? A: Solatis keeps a complete history. You can revert any document or summary.

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Ready? Let's start automating! 🚀