> ## Documentation Index
> Fetch the complete documentation index at: https://labs.laer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Epiq AI workflow

<Accordion title="Step 1: Creating a new project">
  1. Go to `Admin Settings -> Projects` and click `Create new project`
  2. Enter the project name and description and click `Create`
  3. Click on the newly created project to go to the project dashboard
</Accordion>

<Accordion title="Step 2: Upload data">
  1. Go to `Uploads` in the project dashboard, click `Create an upload`.
  2. Upload native documents, see [import-native-documents.md](/product-guides/import-data/import-data-types/import-native-documents).
  3. Upload preprocessed documents, see [import-preprocessed-documents.md](/product-guides/import-data/import-data-types/import-preprocessed-documents).
  4. Upload annotations, see [import-annotations.md](/product-guides/import-data/import-data-types/import-annotations).
</Accordion>

<Accordion title="Step 3: Upload a review protocol">
  1. Go to `Protocols -> Review Protocols`, click `Create new protocol`.
  2. Upload an existing review protocol or create a new protocol from a template. See [review-protocols.md](/product-guides/project-management/review-protocols).
  3. Set the main protocol that contains instructions for review as the `default` protocol.
</Accordion>

<Accordion title="Step 4: Model training/predictions">
  1. Go to `Models` and click on a pre-trained model of interest.
  2. Clicking the `Predictions` tab to view model predictions. See [classification-models.md](/product-guides/models/classification-models).
  3. Training a model by updating the model instructions or adding annotations. See [classification-models.md](/product-guides/models/classification-models).
</Accordion>

<Accordion title="Step 5: Create review batches">
  1. Go to `Review -> Review Batches` and click `Create review batch`.
  2. Create an active learning batch for model training or a control set batch for model evaluation. See [review-batches.md](/product-guides/document-review/review-batches).
  3. Go to `Review -> Review Assignments` and click the corresponding review batch to start annotating.&#x20;
</Accordion>

<Accordion title="Step 6: Monitor performance">
  1. Go to `Model -> Predictions` and click `Metrics`.&#x20;
  2. Selecting a classification threshold based on the Precision and Recall tradeoff.
  3. Click `Update predicted tags` to update model predictions using the selected threshold.&#x20;
</Accordion>

<Accordion title="Step 7: Export results">
  1. Go to `Exports` and click `Create an export`.&#x20;
  2. Export annotation results. See [exports.md](/product-guides/exports/exports).
  3. Export documents. See [exports](/product-guides/exports/overview).
</Accordion>

<Frame>
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