Build a custom chatbot trained on your company documents

Creates an AI chatbot that answers questions using only the documents you give it, like policies or catalogs.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("you configure the assistant")):::human s0["reference document fetched"]:::task s1["document attached to assistant"]:::task s2(("user chats with assistant")):::human s3["assistant responds using document"]:::task s4[("conversation history remembered")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 out[/"chatbot answering from your documents"/]:::out pay{{"fewer repetitive questions for staff"}}:::pay s4 --> 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
A stepA personA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
AI Chatbots & AssistantsFile & Cloud Storage
Connects
Google DriveOpenAI

The problem it solves

Customers and staff keep asking the same questions about your policies, products, or services, and answering them one by one eats into your day. You want a bot that actually knows your business instead of giving generic, unreliable answers.

Who it fits

A business owner or team lead who wants a chatbot that only answers using their own company documents, like a travel agency, HR team, or support desk.

How it works

  1. You define the assistant's personality and rules once
  2. The system fetches your reference document, like a policy or catalog, from Google Drive
  3. That document is attached to the assistant so it only answers from real company information
  4. You chat with the assistant directly and it responds using that document
  5. It remembers recent messages in the conversation for natural back-and-forth
What you get

Answers grounded in your own catalog

You get a chatbot that answers questions using only the documents you give it, like your policies, catalog, or handbook.

What you get

A working chatbot trained on your own documents, ready to answer customer or employee questions.

What you need

A Google Drive account and an OpenAI API key.

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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