Skip to main content

Quick Start Guide for Users

Key steps to create a project and generate requirements

Ali avatar
Written by Ali
Updated over 2 months ago

Follow these steps to start using Glossa to automate requirements generation and management.

1. Create Your First Project

  • Project Name: Choose a descriptive name

  • Source System: The legacy software being migrated from

  • Target System: The new system being migrated to

  • Client: Select existing client or create new one

Tip: For internal projects without external clients, use an internal client record (e.g., "Cloud Consulting - Internal").

2. Add Data Sources

Connect your individual accounts for any integrations enabled by your administrator:

Available Integrations:

  • Video platforms (Google Meet)

  • Cloud drives (OneDrive, Google Drive)

  • Email (Outlook, Gmail)

When you add a video integration, all future meeting recordings with at least one client attendee will be added to the project automatically (the attendee will need to be saved as a Contact associated with the project).

When you add a cloud drive integration, you can select files or folders to add to the project.

When you add an email integration, you can select emails or conversations to add to the project.

You can also manually import files from the project.

Supported File Types: docx, txt, pdf, csv, xlsx, pptx, jpg, jpeg, png, mp3, mp4

Maximum File Size: 1TB

4. Review Generated Requirements

After input data is added to a project, Glossa automatically generates requirements. Review each requirement, and edit titles, descriptions, and attributes as needed.

Did this answer your question?