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Falaah Falaah AI

Quick Start Guide

Get started with Muin in under 5 minutes. Set up your account, choose your path — documents, payments, forms, or CRM — and see results fast.

Welcome to Muin! This guide gets you up and running in under 5 minutes. You’ll set up your account, then choose a starting path based on what matters most to your business.

Before You Begin

What you’ll need:

  • Your Muin account credentials (from your invitation email or signup)
  • About 5 minutes

Step 1: Log In to Your Account

  1. Navigate to muin.falaah.ai
  2. Enter your email and password
  3. Click Sign In

First-time users will see the welcome wizard. New accounts have full access to all features during the trial period.

Step 2: Complete Initial Setup

After signing in for the first time, you’ll complete a brief setup:

Company Profile

  • Enter your company name
  • Select your industry (helps Muin understand your documents better)
  • Choose your primary time zone

Select Your Modules

Choose which business modules you want to activate:

  • Finance - Invoice processing, expenses, cash flow
  • HR - Employee certifications, onboarding, policies
  • Vendors - Vendor management, compliance, risk scoring
  • Payments - Accept and send payments
  • Nonprofits - Grants, donors, fundraising

You can change these selections later in Settings.

Invite Team Members (Optional)

You can skip this step and invite team members later. When you’re ready:

  • Enter email addresses separated by commas
  • Assign a base role (Admin or Member) — you can fine-tune access later with roles in Settings → Organization → Roles & Permissions
  • Click Send Invitations

Step 3: Choose Your Starting Point

Muin does a lot — but you don’t have to explore everything at once. Pick the path that matches your top priority:

Path A: Document Intelligence

Best if you have invoices, contracts, or certificates to process.

  1. Navigate to Documents in the sidebar
  2. Click Upload or drag and drop a file (PDF, image, or Office document)
  3. Watch AI extract key data in seconds — vendor, amounts, dates, and more
  4. Click the document to review extracted fields and confidence scores

Time to first result: ~30 seconds

Continue with the full document guide

Path B: Payments

Best if you need to accept payments from customers, donors, or members.

  1. Navigate to Settings → Payments
  2. Click Enable Smart Payments and complete business verification
  3. Connect your Stripe account (or create one — Muin pre-fills your details)
  4. Create your first payment page or send a payment link
  5. Apple Pay and Google Pay are enabled automatically once Stripe is connected

Time to first result: ~5 minutes (after Stripe verification)

Continue with the full payments guide

Path C: Forms

Best if you need to collect information from people — applications, registrations, surveys.

  1. Navigate to Forms in the sidebar
  2. Click Create Form
  3. Choose a template or start from scratch — add fields with drag-and-drop
  4. Click Publish and share the form link

Time to first result: ~2 minutes

Continue with the full forms guide

Path D: CRM & Contacts

Best if you need to organize contacts, organizations, and relationships.

  1. Navigate to CRM in the sidebar
  2. Click Add Contact to create your first record
  3. Add their organization, role, and relationship details
  4. View the activity timeline — every interaction in one place

Time to first result: ~1 minute

Learn more about CRM

Quick-Start Paths by Role

Prefer a sequence matched to your job? Follow the reading path for your role — each is 3-4 short guides in order.

Nonprofit Executive

Get giving live and see donor insight fast.

  1. Day-1 Setup Checklist — profile, team, security
  2. Accepting Your First Donation — giving page + first gift
  3. Fundraising & Donor Management — campaigns, pledges, receipts
  4. 990 Quick Wins — let the data feed your filing

Finance Controller

From inbox full of invoices to a reconciled ledger.

  1. Day-1 Setup Checklist — profile, team, security
  2. Processing Your First Document — AI extraction on a real invoice
  3. Bills & Payables — approval flow and payment tracking
  4. Bank Reconciliation — match transactions automatically

Operations & Vendors

Organize the paperwork and the people behind it.

  1. Processing Your First Document — contracts and certificates
  2. Vendor Management Overview — onboarding, compliance, risk
  3. Creating Your First Form — collect vendor and applicant data
  4. CRM Overview — contacts and organizations in one place

Mobile & Field Teams

Work from a phone or tablet — capture, check in, and take payments anywhere.

  1. Mobile App Setup — install and sign in to Muin Go
  2. Setting Up Your First Payment — enable tap-to-pay surfaces
  3. Donation Kiosk Overview — self-service giving on a tablet

Step 4: Explore Your Dashboard

Your Dashboard is your home base in Muin. Here’s what you’ll find:

Recent Activity

  • Your most recently uploaded documents, received payments, and form submissions
  • Quick-access to open, edit, or take action

Quick Actions

  • Upload documents
  • Start a chat with Muin Assistant
  • Create a new workflow
  • View pending tasks

Module Navigation

  • Switch between Finance, HR, Vendors, Payments, and other active modules
  • Each module has its own dashboard and views

Step 5: Ask Muin a Question

Muin Assistant helps you work across every module using natural language.

  1. Click the Chat icon in the navigation bar or press Ctrl+J / Cmd+J
  2. Try asking:

Document questions:

  • “What invoices are overdue?”
  • “Summarize the key terms in this contract”

Payment questions:

  • “How much did we collect this month?”
  • “Show me failed payments”

General questions:

  • “What needs my attention today?”
  • “Who are my top vendors by spend?”

What’s Next?

You’ve successfully set up your account and taken your first steps. Here’s where to go from here:

Deepen Your Knowledge

Set Up Automations

  • Building Workflows - Automate repetitive tasks like invoice approvals, notification routing, and more

Connect Your Tools

Invite Your Team

  • Navigate to Settings > Team
  • Add team members with appropriate roles
  • Set up approval workflows with multiple approvers

Need Help?