Use this walkthrough to go from a question to a useful answer. Choose a topic you know a little about, such as your team's onboarding guide or a current project.
1. Connect your apps
Open your organization's Sim home and select Integrations in the sidebar. Find an app you use and select Connect. Complete authorization with the work account that can open the content you need.
Your admin must enable the source first. If you don't see it, ask them to check Settings → Sources. Some organization-managed sources have a different connection process; see Connect your account.
Once authorization finishes, you can search. You don't need to wait for a Sim indexing run.
2. Find a document
Select Search in the organization sidebar. Enter a few distinctive words and submit:
customer onboarding checklist
Scan the titles and matching passages. Select a result to read it. If the results aren't what you expected, change the words or choose a source from All sources.
You can also search with a question:
Where are the instructions for onboarding a new customer?
3. Summarize what you found
Open a result's … menu and choose Summarize. Sim opens a conversation on Home and uses that document as the starting point.
Read the summary and follow its citations to check the source. Then ask:
Turn the onboarding steps in this document into a checklist. Keep the source references.
4. Ask a broader question
For a question across documents, open Home. If a conversation-mode menu is shown, select Search before sending your first message. Members without builder access start in Search automatically and can ask immediately:
What does a new account owner need to know about customer onboarding? Find the relevant guides, summarize the key steps, and cite the sources.
You can continue in the same conversation:
Which steps require help from another team?
5. Make the answer useful
Ask for the output you need:
Turn those findings into a short welcome email I can review and send to a new teammate.
The draft appears in the conversation. Review names, dates, commitments, and supporting sources before using it.
Make your next request specific
Include a topic, a scope, and a desired result:
Summarize Atlas launch decisions from the past two weeks as five bullets with sources and open questions.
For a more detailed request, reuse this pattern:
Using [sources or topic], help me [task] for [audience]. Focus on [scope and dates]. Return [format and length]. Cite the sources and flag anything they don't establish.
You don't need every element for a simple question. Replace the example names with your own projects and teams. See Ask questions for examples of comparing documents, understanding decisions, and drafting from your sources.