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Common Use-Case Tutorials

These tutorials show the kinds of work Document.Bot is built for. They are intentionally broad, not industry-specific.

Each tutorial follows the same pattern:

  1. choose a focused workspace
  2. search for relevant sources
  3. inspect original files
  4. ask for a bounded draft
  5. review before using the result

Tutorial: Prepare A Meeting-Ready Decision Brief​

Use this when you have a folder with guidance documents, internal notes, spreadsheets, and draft recommendations.

Example prompt:

Find the files that matter for this decision. Summarize the evidence, list open questions, and draft a one-page decision brief with source links.

Good workspace contents:

  • public guidance PDFs
  • internal planning notes
  • project spreadsheet
  • previous decision notes
  • draft brief or memo

What to check:

  • Does the brief separate facts from recommendations?
  • Are source files listed clearly?
  • Are open questions visible?
  • Did the AI avoid inventing missing evidence?

Tutorial: Review A Policy Or Compliance Folder​

Use this when you need to compare policies, procedures, requirements, and evidence files.

Example prompt:

Find the policy sections that mention data retention, compare them with the guidance files, and list gaps or contradictions. Do not edit files yet.

Good workspace contents:

  • policy PDFs or Word documents
  • guidance documents
  • evidence files
  • review notes
  • issue tracker export or spreadsheet

What to check:

  • Are results grouped by source?
  • Did Document.Bot find related wording, not only exact matches?
  • Are gaps supported by source references?

Tutorial: Turn Research Into A Source-Backed Summary​

Use this when you have research papers, notes, PDFs, and spreadsheets.

Example prompt:

Create a source-backed summary of the main findings in this workspace. Group the answer by theme and cite the files I should inspect.

Good workspace contents:

  • reports or research PDFs
  • notes
  • data tables
  • summaries from earlier work

What to check:

  • Are conclusions linked to files?
  • Are disagreements or weak evidence called out?
  • Are important sources missing from the answer?

Tutorial: Compare A Draft Against A Playbook​

Use this when you have a draft document and a folder of approved examples, standards, or playbooks.

Example prompt:

Compare this draft against the playbook and approved examples. List mismatches, missing sections, and suggested review comments. Wait before editing.

Good workspace contents:

  • current draft
  • approved template or playbook
  • prior examples
  • comments or review notes

What to check:

  • Does each recommendation point to a source?
  • Are suggested edits separated from facts?
  • Did the AI avoid changing tone or structure without asking?

Future Visual Plan​

Future screenshots and short videos for these tutorials should use the curated generic decision-brief demo workspace, not a developer workspace or private user folder.

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