Work with your own project folders, documents, and AI assistant.
Document.Bot indexes PDFs, Word documents, Excel workbooks, markdown, images, and project notes on your computer. Use online, EU-hosted, or local AI models without changing the workflow.
Private beta. Local-first workspace. Human-reviewed AI output.2. Renewal decision context
The leadership team needs a decision brief that connects the vendor proposal, internal support notes, and the customer feedback workbook.
Renewal risk increased after the last support rollout. The next brief should compare the pricing clause, customer feedback, and open action owners before the executive review.
| Topic | Owner | Status |
|---|---|---|
| Pricing clause | Finance | Review |
| Support volume | Customer Ops | Open |
| Renewal brief | Strategy | Draft |
Features that are hard to show in a one-off chatbot.
Document.Bot is designed around a workspace: files, search, sources, comments, track changes, model choice, and reviewable output stay together.
Use the model that fits the work.
Use ChatGPT Login, frontier cloud APIs, EU-hosted model providers for data residency needs, or local models through LM Studio and Ollama.
Choose model
Common choices
Work with normal folders on your computer.
Add a folder with proposals, meeting notes, registers, and source PDFs. Document.Bot indexes the files so you and the AI assistant can find the right evidence quickly.
Bring files into the AI assistant chat without uploading files.
Type @ to tag folders, PDFs, Word documents, Excel workbooks, or selected source ranges. The assistant can answer with file tags that reopen the original source.
Add selected PDF, Word, Excel, or markdown evidence to chat.
Select text or cells, add the selection to the AI assistant chat, and keep the source attached. ChatGPT cannot usually work this way across local files and reviewed document changes.
Vendor Renewal Proposal
The vendor proposes a one-year renewal with a support-response improvement plan.
Service credits apply only if monthly response targets are missed twice in one quarter.
Support Rollout Plan
Launch all queues in June.
Launch Billing and Enterprise queues first.
Ops: confirm staffing before committing to the renewal date.
| Theme | Count | Owner |
|---|---|---|
| Support response | 42 | Support |
| Renewal risk | 18 | Customer Ops |
| Service credits | 9 | Procurement |
Ask the AI assistant to review Word comments and track changes.
Use Document.Bot for review work that normally falls apart in chat: comments, proposed edits, source references, and document-owner questions stay visible.
Support rollout plan
The vendor renewal is low risk requires a risk owner before approval.
The tracked change is plausible, but it needs a source tag and a named owner before approval.
customer-feedback-summary.xlsx row 12Search across PDFs, Word files, Excel workbooks, and notes.
The indexer makes your project files easier for humans and AI agents to navigate. Results point back to the source file instead of becoming detached snippets.
Teach the AI assistant how your team works.
Add domain knowledge and company workflows once, then reuse them across projects. Skills help the AI assistant follow your review standards, writing style, approval steps, and evidence rules without repeating the same instructions in every chat.
The assistant applies the selected skills while reviewing the workspace, so the output follows your team workflow instead of a generic chatbot answer.
Try Document.Bot with your own project folder.
Start with a real folder of PDFs, Word documents, spreadsheets, notes, and comments. Keep the workspace local, choose the AI provider that fits the job, and review every source.