From your first source to a signed BRS
The whole journey for a business analyst, in order — create a project, give the AI your sources, review what it proposes, shape it, and get it signed off.
The steps, in order
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Sign in and find your way around
Sign in to your company's workspace, accept an invitation, and learn the top bar, the left navigation, search and notifications.
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Create a project in five short steps — its name and key, how it is delivered, its modules, its requirement categories and how long it keeps sources.
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Set a new project up from its source material in ten guided steps — add sources, run each step, review what it proposes, accept or skip.
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Add sources — notes, transcripts and documents
Give the project the material the AI reads — paste a transcript or upload a document — then view it, hold it or delete it.
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Run the AI from the AI Command Centre
Choose what you want the AI to do, pick the sources or requirements it reads, run it, and follow its progress in Activity.
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What "AI proposes, you decide" means in practice — read each proposal and its evidence, edit it or ask the AI to change it, then accept or discard.
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How requirements sit inside each other, how to add, move and delete them in the Hierarchy view, and the five ways to look at the same requirements.
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The requirements spreadsheet, explained for someone who knows Excel — typing, moving around, adding rows, changing where a row sits, and what is different.
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Raise open questions for the project or against any item, record the answer and who gave it, and let an answer propose the requirements it unblocks.
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Ask a named person to sign off a requirement or a whole branch, approve or reject what is waiting for you, and see what happens when approved work changes.
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Generate a numbered BRS that records who signed what, check that approved text has not changed since, and download any version.
Still stuck? Contact us.