# Get started (/search/quickstart)



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 [#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](/search/connect-your-account).

Once authorization finishes, you can search. You don't need to wait for a Sim indexing run.

## 2. Find a document [#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 [#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 [#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 [#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 [#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](/search/ask-questions) for examples of comparing documents, understanding decisions, and drafting from your sources.