Turn your company documents into a searchable AI knowledge base

Automatically reads, summarizes, and indexes every file added to a shared drive so your team can ask questions and get instant answers.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"file added or updated"]:::trig s0["download the file"]:::task s1["extract text from file"]:::task s2["summarize and tag document"]:::task s3[("chunk and store in database")]:::store trig --> s0 s0 --> s1 s2 --> s3 gx{"× is the file a scan"}:::gate s1 --> gx p00["run ocr to extract text"]:::task gx -->|"scanned document"| p00 p10["extract embedded text"]:::task gx -->|"digital document"| p10 jn{"○ continue processing"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"searchable knowledge base updated"/]:::out pay{{"instant answers from company documents"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGDocument Processing & OCRFile & Cloud Storage
Connects
Google DriveGoogle DocsOpenAISupabase
Featured in

The problem it solves

New documents pile up in shared folders and no one has time to read every one, let alone remember where key information lives. When someone needs an answer buried in an old file, they end up searching manually or asking around instead of getting it in seconds.

Who it fits

Teams that store a lot of documents, contracts, or reports and need a fast way to search across all of them.

How it works

  1. A file is added, updated, or removed in a shared Google Drive folder
  2. The system downloads it and extracts the text, using OCR for scans if needed
  3. AI reads the content, summarizes it, and tags it for search
  4. The document is broken into chunks and stored in a searchable database
  5. Team members can then ask a chatbot questions and get answers pulled from the right documents
What you get

Answers pulled straight from your own files

Your team can ask a question and get an answer sourced directly from your company's documents and contracts.

What you get

A searchable knowledge base and a chatbot that answers questions using your actual company documents.

What you need

A Google Workspace account, a Supabase account, and an OpenAI account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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