Workflow · Getting Started
Uploading your Data in Data Sources
This workflow acts as an interactive onboarding guide for Data Sources in SoterAI. It explains what Data Sources are, the difference between internal and external sources, how to upload and organize documents, and best practices for maintaining a clean knowledge base. It is designed to help new users get up and running quickly and confidently.
What goes in
User questions or prompts about Data Sources in SoterAI
What you get
Clear, step-by-step onboarding guidance on setting up and managing Data Sources
How it works
- 1The AI welcomes you and explains what Data Sources are.
- 2It then asks about your documents, walks you through uploading them, and finishes by helping you test that SoterAI is referencing your content correctly.
Related pages
What this workflow delivers
Clear, step-by-step onboarding guidance on setting up and managing Data Sources
Reduces onboarding time for new users by providing instant, guided answers — saving 30–60 minutes per user vs. reading documentation manually.
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off