Getting Started with ClaudeArchitect

1. Create Your Account

Getting started takes less than a minute:

1. Go to claudearchitect.com/signup
2. Sign up with your email or Google account
3. Verify your email (check spam if you don't see it)

2. Dashboard Overview

After signing in, you'll see the main dashboard with these key areas:

• Module Selector — Choose your working context (Business, Content, Marketing, Finance, Social)
• Chat Interface — Where you communicate with specialist agents
• File Upload — Add reference documents, data, or examples
• Credit Balance — Your available credits (top right)
• Output Panel — View and download generated content

The interface is designed to feel familiar—like chatting with a knowledgeable colleague who happens to be an expert in exactly what you need.

3. Choose a Module

ClaudeArchitect's power comes from specialization. Each module contains purpose-built agents with domain expertise:

Business Module

For professional documents: PowerPoint presentations, Excel reports, Word documents, and PDF reports. Agents understand business frameworks, financial analysis, and executive communication.

Content Module

For written content: blog posts, long-form articles, scripts, and ebooks. Agents understand SEO, tone of voice, audience targeting, and content structure.

Marketing Module

For campaigns and copy: marketing campaigns, ad copy, email sequences, and landing pages. Agents understand conversion optimization, brand voice, and platform best practices.

Finance Module

For financial work: models, investment analysis, investor decks, and forecasts. Agents understand financial frameworks, valuation methods, and investor expectations.

Social Media Module

For social content: content calendars, platform-specific posts, carousels, and engagement strategies. Agents understand platform algorithms, trending formats, and audience behavior.

4. Your First Task

Let's create something. Here's a simple example using the Business module:

Example: Creating a Quarterly Report

1. Select the Business module
2. Upload your data (CSV, Excel, or just paste key numbers)
3. Type your request:
   Example Prompt

   Create a Q4 quarterly business review presentation for our
   executive team. We had $2.4M revenue (up 15% YoY), added
   340 new customers, and launched 3 new product features.
   Include analysis of what drove growth and recommendations
   for Q1.

4. The specialist agents will coordinate—one handles research and analysis, another structures the narrative, and another creates the presentation

Tips for Better Results

• Be specific about format — "10-slide PowerPoint" vs just "presentation"
• Include context — Who's the audience? What decisions need to be made?
• Upload examples — If you have a preferred style, share a sample
• Mention constraints — Timeline, word count, specific sections required

5. Review & Download

Once the agents complete your task, you'll see the output in the right panel. From here you can:

• Preview — View documents, presentations, and content directly
• Request Changes — Ask for specific modifications ("make slide 3 more visual" or "add a section on market trends")
• Download — Get your file in the appropriate format (PPTX, XLSX, DOCX, PDF, or plain text)
• Generate Media — Add AI-generated images, charts, or even voiceovers

6. Next Steps

Now that you've completed your first task, explore more:

• Business Module Guide — Deep dive into business document creation
• Content Module Guide — Master long-form content and SEO
• Marketing Module Guide — Build campaigns that convert
• Understanding Credits — How pricing works

Common First Projects

• Investor pitch deck from business plan
• Month of blog content from topic list
• Email nurture sequence for new product
• Financial model with projections
• Social media calendar for product launch

Frequently Asked Questions

How long does it take to generate content?

Most tasks complete in 30-90 seconds. Complex multi-document projects may take 2-3 minutes. You'll see a progress indicator while agents work.

Can I use my own templates?

Yes. Upload your branded template (PowerPoint, Word, etc.) and the agents will apply your styling. This works best with clear, consistent templates.

What file formats can I upload?

PDF, DOCX, XLSX, PPTX, CSV, TXT, PNG, JPG, and most common document formats. Maximum file size is 25MB per file.

Is my data secure?

Yes. Files are encrypted in transit and at rest. We don't train on your data. See our Security & Privacy documentation for details.