Get answers from your files

Analyze selected files to extract verified findings and produce a cited answer with clickable references.

Created by Chris Moen • Version 65 • 13 steps

Turn documents into verified intelligence

This workflow helps you extract specific information from a collection of documents without reading through every page manually. It analyses your selected files to find factual answers, ensuring that every piece of information provided is backed by evidence from your source material. Instead of relying on general artificial intelligence knowledge, this template narrows the focus to your private data to maintain accuracy and prevent errors.

Integrated analysis tools

The flow uses a combination of advanced Large Language Models to process and interpret your files. You can choose between OpenAI and Mistral to handle the reasoning tasks. OpenAI provides deep contextual understanding for complex documents, while Mistral offers high performance and efficiency for large datasets. By connecting these services, the workflow reads through PDFs, text files, or spreadsheets to find the exact passages that answer your specific questions.

How the process works

Once you trigger the workflow and upload your files, the system begins a multi-step analysis. First, it catalogues the content of your documents to understand the context. Next, it identifies relevant sections that contain the answers you need. Finally, it generates a response that synthesises these findings into a clear summary. Every answer includes clickable references, which link directly back to the original source file. This allows you to verify the output instantly and see exactly where a finding originated.

Why teams use this flow

This template is a practical tool for researchers, legal teams, and project managers who need to synthesise vast amounts of data quickly. It removes the guesswork from document review and ensures your team works with verified facts.

  • Verified findings: Every answer includes direct citations from your uploaded files.
  • Source transparency: Use clickable references to jump straight to the source material for manual verification.
  • Flexible integrations: Choose the best model for your needs with OpenAI and Mistral support.
  • Reduced manual effort: Stop scanning long documents for keywords and let the analysis engine do the heavy lifting.
  • Data accuracy: Focus the AI solely on your provided files to avoid generic or incorrect information.

FAQ

What does this file analysis workflow do?

This workflow analyses your selected documents to extract specific findings and provide direct answers to your questions. It ensures every piece of information is accurate by linking directly to the source text.

How does the automated research process work?

The process uses Artificial Intelligence to scan your files for relevant data and produce a summary with clickable references. You can verify every answer by clicking the citations to see exactly where the information originated.

Which AI services power the document analysis?

This flow uses OpenAI and Mistral to perform deep analysis of your documents. You can choose between these services to find the model that best fits your specific research needs.

How do I set up and customise my search?

You'll need to upload the files you want to analyse and provide a clear prompt or question. You can customise the output by selecting different analysis models or focusing on specific documents within your library.