Connect documents and data, from questions to work products.
Use company documents and data in a project workspace for questions, analysis, report drafts, and repeatable tasks. Available modules depend on connected services and permissions; people review the results and sources.
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Choose documents and the scope of the search.
Connect documents you already have — settlement verification records, meeting notes, policies. Check the search scope and access to the connected material.
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Get an answer, then check the related documents.
The assistant answers against saved instructions; you can open related documents to check the original text.
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Review the draft, its versions, and the work trail.
Open the meeting report draft and its versions for review. Check the document and assistant activity, and have a person review the content before external sharing.
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