How to Use Slite

Getting started with Slite

In this guide, you will learn how to set up Slite and create your first document using its AI-powered features. By the end, you’ll be able to organise your team’s knowledge effectively and retrieve information quickly.

Step 1: Sign up and set up

1. Go to slite.com.
2. Click on the Get Started for Free button.
3. Enter your email address and create a password, or sign up using Google or Slack.
4. After signing up, you’ll be prompted to create your first workspace. Give it a name and invite your team members if desired.
5. Once your workspace is set up, you’ll land on the main dashboard.

Step 2: Your first document

1. From the dashboard, click on the New Document button located in the top right corner.
2. Choose a template or start with a blank document.
3. Use the editor to type out your content. You can format text, add bullet points, or insert images using the toolbar at the top.
4. To use the AI Assistant, click on the Ask AI button (usually represented by a lightbulb icon) in the editor. Type your question related to the content you’ve created.
5. Review the AI’s response and incorporate any useful information into your document.

Step 3: Get better results

1. Organise your documents into folders by clicking on the + New Folder button in the left sidebar. This helps in categorising information for easy access.
2. Use tags to label your documents. Click on the Add Tags option while editing a document to create searchable keywords.
3. Regularly update your documents with new information to keep your knowledge base current. This will improve the accuracy of the AI responses.

Pro tip

Make use of the Quick Search feature by pressing Ctrl + K (or Command + K on Mac) to quickly find documents or information without navigating through menus.

Common mistake to avoid

Many users forget to organise their documents into folders or tag them appropriately. This can lead to a cluttered workspace, making it difficult to find information later. Always categorise your documents as you create them.