Get answers from your files
Analyze selected workspace files to extract verified findings per file. Produce a synthesized answer with citations and clickable references.
Created by Chris Moen • Version 27 • 11 steps
How this analysis tool works
Manual research often involves opening dozens of documents, searching for keywords, and trying to remember which file contained a specific detail. This workflow automates that process by scanning your selected workspace files to find exact answers to your questions. It doesn't just summarise your data. It performs a deep analysis of each document to extract verified findings, ensuring your conclusions are based on your actual data rather than general patterns.
Integrations and setup
The flow connects directly to your existing document storage via API (Application Programming Interface) and uses OpenAI or similar Large Language Models to process the text. Because it relies on direct API connections, your data remains secure within your workspace. You don't need to learn a new interface or move your files to a different platform. Once you authorise the connection, the tool can access the specific folders or documents you choose for your research project.
The step-by-step process
The workflow follows a logical path to ensure accuracy and transparency. First, the system identifies the relevant workspace files you've selected for the query. Next, it parses the content of each file individually to locate specific passages that answer your prompt. Instead of giving you a vague summary, the tool synthesises these findings into a unified answer. Crucially, every claim the AI makes includes a citation. You'll see clickable references that link back to the exact section of the source file, allowing your team to verify every piece of information in seconds.
Key benefits for your team
This template is designed for researchers, analysts, and project managers who need to turn a mountain of documents into actionable insights.
- Verified accuracy: Every answer includes direct citations, so you can trust the information provided.
- Time savings: Stop toggling between windows and sifting through multi-page PDFs to find a single statistic.
- Data integrity: Since the system only looks at your provided files, it avoids the common mistakes found in general AI tools.
- Easy collaboration: Share the synthesized answers with your team, knowing they can click through to find the original context.
- Scalable research: Whether you are analysing five files or fifty, the workflow maintains the same level of detail and speed.
FAQ
What does the "Get answers from your files" flow do?
This flow analyses files in your workspace to extract facts and findings from each document. It then combines this information into a single, cohesive answer that addresses your specific research questions.
How does the file analysis process work?
The automation scans your selected files using Artificial Intelligence to pinpoint verified data. It provides a synthesised response that includes direct citations and clickable references back to the original source material.
Which services and integrations are used?
This workflow connects your workspace with OpenAI and an Application Programming Interface to process text and generate natural language responses. You can trust that the findings are grounded in the actual content of your uploaded files.
Can I customise which files the flow analyses?
You can select specific files for deep analysis, making it ideal for targeted research projects. This setup ensures you get precise answers from your internal data without manually searching through every page.