Get Document Insights with AI Assistant

Overview

Use the AI Assistant to ask questions about document content or generate a summary of PDFs or Office documents in the Webapp to quickly gain insight without having to read the entire documents. You can:

• Ask AI in Documents — also see Document Management
• Ask AI in Ticket Attachments — also see View Ticket Attachments
• Ask AI by Uploading Temporary Files in the Chat

Supported file types:

• PDF
• Word (docx, doc, odt)
• Excel (xlsx, xls, ods)
• PowerPoint (pptx, ppt, odp)
• Text files (txt)

Read more about privacy and security related to our AI features in Use the AI Assistant > Privacy & Security.

What You Can Do

The AI Assistant can support you with many tasks regarding the content of one or more documents. Here some example use cases:

Analyze a Single Document

Upload a specification, manual, test plan, or any project document to extract key information.

Example queries:

• "Summarize this document"
• "What are the acceptance criteria in this spec?"
• "List all referenced standards"
• "What are the warranty terms?"

Compare Two Documents for Compliance (only for temp files)

Upload a submittal alongside a specification to check if requirements are met.

Example queries:

• "Does this submittal comply with the spec?"
• "Check if the datasheet meets the ITP requirements"
• "What's missing from this submission?"

Compare Two Documents for Conflicts or Changes (only for temp files)

Upload two versions or related documents to identify differences and contradictions.

Example queries:

• "What changed between Rev A and Rev B?"
• "Are there any conflicts between these two specs?"
• "Compare these two contracts"

Extract Action Items & To-Dos

Upload meeting minutes or coordination notes to pull out tasks and responsibilities.

Example queries:

• "List all action items with owners and due dates"
• "What decisions were made in this meeting?"
• "Who is responsible for what?"

Analyze Spreadsheets & Registers

Upload Excel files like NCR logs, submittal registers, or delivery schedules for insights.

Example queries:

• "Are there any overdue items in this log?"
• "Summarize the NCR trends by trade"
• "Which deliveries are at risk?"

Extract Contract & Commercial Terms

Upload contracts, purchase orders, or commercial documents to find key terms.

Example queries:

• "What is the defects liability period?"
• "Extract the payment terms"
• "What are the liquidated damages?"

Summarize RFI Responses & Letters

Upload RFI responses or consultant instructions to get a clear summary.

Example queries:

• "What did the consultant approve?"
• "Summarize the RFI response"
• "Are there any conditions or follow-ups required?"

Extract Text from Drawings

Upload drawing PDFs to read written information (not spatial analysis).

Example queries:

• "List the drawing numbers and revisions"
• "What do the general notes say?"
• "Extract the legend from this drawing"

The AI assistant can read text on drawings but cannot measure distances, analyze layouts, or detect clashes.

Analyze Bills of Quantities

Upload bill of quantities or schedule of works documents to find positions and scope.

Example queries:

• "Is facade cleaning included in the BOQ?"
• "Which position covers waterproofing?"
• "Is this considered extra work or a variation?"

You can add more files to an active AI session without loosing the current conversation history.

Ask AI in Documents

There are multiple ways to 'Ask AI' to get insights about documents with the AI Assistant.

You can do that for a single or multiple files, with a maximum of 10 documents per request. If you select a folder the first 10 documents will be selected automatically.

How to access Documents

'Ask AI' is available in 'Documents' - for 'All files' and for 'Ticket attachments'. To get there:

1. Click Documents
2. Click All files or Ticket attachments

Once you’re in All files or Ticket attachments, you can access the Ask AI option in several ways:

In File/Folder List

1. Navigate to the file or folder that you want to summarise
2. Open the more menu
3. Click Ask AI

In Bulk Actions

1. Selecte the files or folder that you want to summarise
2. Click Bulk actions
3. Click Ask AI

In File/Folder Details

1. Navigate to the file or folder that you want to summarise
2. Open the more menu
3. Click File details
   
4. Open the more menu
5. Click Ask AI
   

In File Preview

1. Click on the document to open the preview
   
2. Open the more menu
3. Click Ask AI
   

Ask AI in Ticket Attachments

'Ask AI' is also available in the attachments gallery of a ticket.

Also see View Ticket Attachments.

In the Attachments List View

1. Click Tickets
2. Click on a ticket
   
3. Click Show all attachments
   

4. Click Switch to list view
   

   Open the More menu

5. Click Ask AI
   

In the Attachment Preview

1. Click Tickets
2. Click on a ticket
   
3. Click on the attachment to open the preview
   
4. Open the More menu
5. Click Ask AI
   

Ask AI by Uploading Temporary Files in the Chat

You can also get insights about documents by uploading them in the AI Assistant chat.

Files uploaded in the chat are not saved permanently and will expire when the chat session ends. To save files permanently upload them in Documents or Tickets.

Upload up to 3 files per message with up to 10 MB per file. There is a processing limit of 100 pages for all 3 files combined. For best performance, it is recommended to keep the total page count below 60.

To upload files temporarily in the chat and ask questions:

1. Click the + icon
   
2. Select the file(s) in your computer's file browser
3. You see the files that are attached to your message
4. Enter a question or give instructions e.g. summarise this document
5. Click the send icon