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Getting Started

If you are new to Engenerate, this is the fastest path from raw files to a useful output:

  1. Create a project — Start with the default project or create a new one from the project menu.
  2. Upload source material — Add PDFs, Word or PowerPoint documents, or images (JPG, PNG). See Extraction overview for the full list of accepted formats.
  3. Review extraction results — Once resources are ready, review extracted text, tables, figures, equations, and datasets where needed.
  4. Validate plot data when applicable — Use the plot tools to confirm chart-derived data before using it downstream.
  5. Open a workspace — Workspaces hold your chat sessions, notebooks, and plans for a focused line of work.
  6. Ask grounded questions — In chat, keep Resources enabled so answers can use your project knowledge and return citations.
  7. Save useful outputs — Use Send to Notebook on responses you want to keep, refine, or assemble into a report.
  8. Create a plan when the task gets larger — Switch to Plan when you want a structured workflow, then move to Do when you are ready to execute it.
  9. Export when ready — Export your notebook as Markdown, DOCX, or a branded Word report.

Tips for Getting the Best Results​

  • Keep retrieval on for any question that should stay grounded in your project materials.
  • Pin specific resources or notebooks when you want the conversation focused on a known set of context.
  • Use Plan before Do when the task needs structure, sequencing, or review before execution.
  • Save often to notebooks because notebooks are where good answers become durable working drafts.