Getting Started (Hosted SaaS)

This guide walks through the fastest path for getting started with Digest Engine in the hosted product. If you are using the SaaS version, your goal is simple: create a project, connect a few strong sources, confirm that content is flowing in, and start shaping the feed with your team’s editorial judgment.

By the end of this setup, you should have a live project receiving content and ready for review.

Sign Up and Access Your Account

Start by opening your organization’s hosted Digest Engine URL and signing in or registering with your email address.

Depending on how your workspace is configured, you may receive:

• a secure login link by email
• a verification email
• an invite from a teammate or workspace admin

Once you complete the sign-in flow, you will land in the product and be ready to create or join a project.

Create Your First Project

A project is the main workspace for one editorial focus. In most teams, that means one newsletter topic, publication stream, or audience-specific content pipeline.

When creating a project, choose a clear topic and write a useful description. That description matters because it helps define what the project is trying to cover.

Good project descriptions are usually:

• specific enough to describe the audience or subject area
• broad enough to allow meaningful content discovery
• written in plain language your team would actually use

For example, a focused project is usually better than a vague one. A project about “AI in healthcare operations” gives the system a much clearer signal than a project simply called “AI news.”

Invite the Right Collaborators

Once the project exists, add the people who need to work inside it.

Depending on your team’s setup, collaborators may include:

• editors reviewing and selecting content
• readers who need visibility into the feed
• managers or stakeholders who want access to the output

Use the project’s membership or team area to invite the right people and assign the right roles. It is usually best to keep project access intentional so each workspace stays focused and manageable.

Add Your First Sources

A new project stays empty until you tell it where to look.

Start by adding a small number of quality sources that reflect the kind of material you actually want to review. These might include:

• RSS feeds from trusted publications
• community sources relevant to your topic
• social or discussion sources supported by your workspace
• curated newsletters forwarded into intake later

When choosing first sources, quality matters more than quantity. A handful of strong sources is usually better than importing too many low-signal sources at once.

Wait for the First Content to Arrive

Once sources are connected, Digest Engine begins ingesting and processing new material for the project. As content arrives, the system can add metadata such as:

• relevance scoring
• categorization
• summaries
• extracted entities

Open the content area of the project and give it a few minutes to populate. The exact timing depends on the source and ingestion flow, but the goal of this step is simply to confirm that the project is alive and receiving useful material.

Review the Content Feed Early

As soon as the first items appear, begin reviewing them instead of waiting for the perfect volume.

Early review helps you answer two important questions:

1. Are these the kinds of sources and stories this project should ingest?
2. Is the project description and source mix aligned with the editorial outcome you want?

If the first items look too broad, too noisy, or too far from your topic, that is a signal to refine the project setup early rather than letting the wrong pattern accumulate.

Forward a Newsletter Into the Project

In addition to feeds and other sources, you can usually enrich the project by forwarding relevant newsletters into its intake address.

To try that flow:

1. find the project’s unique intake or inbox address in project settings
2. forward a useful newsletter to that address
3. complete sender confirmation if the system asks for it
4. verify that extracted links begin appearing in the project content library

This is often one of the quickest ways to add high-signal curated material into a new project.

Give Your First Editorial Signals

Once content starts appearing, begin giving light but deliberate feedback.

That usually means:

• identifying the strongest matches
• rejecting obvious weak fits
• noticing which entities or themes recur in the right content

You do not need to perfect the project immediately. The main goal is to begin teaching the system what belongs in the workspace.

What to Do Next

After your project is live and receiving content, the next best pages are:

• Projects and Content: Learn how to review, filter, and evaluate incoming items.
• Newsletter Intake: Learn how forwarded newsletters feed a project.
• Themes and Trends: Learn how broader patterns emerge from the incoming content.
• Feedback and Tuning: Learn how editorial actions improve future ranking.

If your hosted project is receiving content and your team can start reviewing it, you are past the initial setup phase and into the real workflow.