This Article will help you navigate your first login experience. We’ll walk you through the login process, highlight key features to explore, and provide tips for a smooth onboarding experience. By the end of this introduction, you’ll be equipped to make the most of our new platform from day one.
Welcome to Streamline! In this article, we will walk you through the first-time login process and give you an overview of the platform's main features to help you get started with ease.
Step 1: First-Time Login
Navigate to the signup page at https://us.streamline.intellistack.ai/
Enter your user email then click ‘Sign in’. On the next screen, enter your password.
Tip - make sure to save your username and password for future logins.
Step 2: The Landing Page
After successfully creating your account, you’ll land on the main dashboard of the Streamline platform. Here, you will see a range of widgets designed to help you get started. These widgets include:
- Recently Created: Add new users and manage permissions.
- Data Connections: Start integrating your data sources, which will be used in your workflows.
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Project and Workflow Trends: Create and manage your projects and workflows that incorporate your connected data.
Step 3: The Side Panel
Projects
Projects are where all your work happens. You can create new projects, manage existing ones, and collaborate with your team in one organized place.
Why it’s helpful:
Everything related to your workflows and initiatives stays together. You can easily track progress, assign tasks, and stay aligned with your team.
Learn more: Creating Your First Project in Streamline
Workspace
Your Workspace is your personal dashboard within Streamline.
It highlights everything that’s specifically assigned to you, such as documents, approvals, or tasks that need your attention.
Why it’s helpful:
Instead of searching for what’s next, your Workspace keeps you focused on the items that matter most.
Learn more: Workspace Overview
Data
The Data section lets you connect and manage your organization’s data sources. You can bring in live data from other systems to make your workflows dynamic and automated.
Why it’s helpful:
By connecting data once, you can use it everywhere, saving time, reducing manual entry, and ensuring accuracy.
Learn more: Connecting and Managing Data in Streamline
Repository
Your Repository is like a digital filing cabinet for all your templates, workflows, and documents. You can reuse assets, store completed projects, or reference past work.
Why it’s helpful:
Having one place for everything keeps your team consistent and saves time when creating new workflows.
Learn more: Managing Your Repository
Integrations
The Integrations area is where you connect Streamline with your other tools, including CRMs, APIs, databases, and more.
Why it’s helpful:
Integrations make your systems work together. Once connected, data flows automatically, helping you build smarter, faster, and more connected workflows.
Learn more: Integrating with Other Platforms
Assets (Playbooks)
Playbooks are pre-built templates that help you automate common processes such as contract reviews, approvals, or data submissions.
They act as your starting point for building repeatable workflows.
Why it’s helpful:
Instead of starting from scratch, you can adapt a Playbook to your team’s process, saving time and standardizing how work gets done.
Learn more: Using the Playbook Assistant to streamline contract reviews
Omni
Omni gives you a unified view of everything: your forms, data, and workflows all in one place. It’s designed for creating seamless, multi-step experiences that connect people and data across systems.
Why it’s helpful:
Omni lets you build complete end-to-end processes such as onboarding, reviews, or approvals, all without switching between apps.
Learn more: Getting Started with Omni
Notifications
Notifications keep you up to date on what’s happening. You’ll see alerts for assignments, comments, approvals, and updates across your projects.
Why it’s helpful:
You’ll always know what needs your attention, without having to dig through emails or messages.
Learn more: Understanding Notifications
Account
Your Account menu is where you personalize and manage your entire organization’s setup.
Here’s what you’ll find inside:
- Organization & Branding: Customize your workspace with your logo, color scheme, and company information.
- Users: Add or remove teammates and assign roles.
- Groups: Organize users into departments or teams for easier permissions.
- Security: Manage SSO, multi-factor authentication, and access keys for integrations.
- Billing: Review invoices, payment methods, and plan details.
Why it’s helpful:
Everything you need to configure and secure your workspace is in one place, so you can tailor Streamline to your organization’s needs.
Learn more: Account Settings Overview
Step 4: Getting Started with Projects and Data
To begin using Streamline, we'd recommend you start by connecting your data source through the integrations tab. Once this is done, you can set data classification parameters and create initial datasets. After configuring your data catalog, you can begin building projects. These projects bring together various elements such as forms, documents, and data integrations into one unified build experience.
Additionally, Streamline provides role-based access permissions for users and user groups involved in your projects, allowing for efficient management of who can access what within your projects.
This high-level overview should give you a solid understanding of how to get started with Streamline. Check out our other topics such as connecting data sources, setting up datasets, and incorporating data into your workflows!
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