Get one AI assistant to research and report across your tools

A single AI assistant answers your questions by searching your documents, spreadsheets, and the web, then reports back.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6) · Simple Merge (5)

flowchart TD trig>"message sent to assistant"]:::trig s0["interpret request"]:::svc s1[("remember conversation context")]:::store s2["send reply to requester"]:::task trig --> s0 s1 --> s2 gx{"○ where to look for answer"}:::gate s0 --> gx p00["search stored documents"]:::task gx -->|"saved documents"| p00 p10["check spreadsheet records"]:::task gx -->|"spreadsheet data"| p10 p20["look up current information"]:::task gx -->|"live web search"| p20 jn{"○ information compiled"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s1 out[/"written report delivered to requester"/]:::out pay{{"faster answers without manual digging"}}:::pay s2 --> 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 stepAn outside serviceA record or sheetAny that applyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Knowledge Base & RAGEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsFile & Cloud Storage
Connects
Google DriveGoogle SheetsGmailSlackTelegram

The problem it solves

You and your team waste time hunting for answers across scattered files, spreadsheets, and old email threads. Getting a real answer usually means pulling data from several places yourself and stitching it together.

Who it fits

Business owners or managers who want one assistant to pull answers from company files instead of doing it themselves.

How it works

  1. Triggered when you send a message through Slack, email, or Telegram
  2. The system figures out what you're asking and where to look
  3. It searches stored documents, checks your spreadsheets, or looks up fresh information online
  4. It remembers earlier parts of the conversation for follow-up questions
  5. A written report or reply is sent back through the channel you used
What you get

Answers your team gets without digging themselves

You can ask one assistant a question and get an answer pulled from your documents, spreadsheets, or the web instantly.

What you get

A written report or reply delivered through the channel you contacted it from.

What you need

Google Workspace, a document database, and accounts for the AI models and messaging channels used.

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

Related automations

Pull key data out of PDF reports and invoices automatically

Reads incoming PDFs, pulls out names, dates, and financial details, then files or flags them for you.

Advanced

Sort and route finance documents automatically with AI review

Scans incoming finance documents, classifies them, routes high-value items for approval, and logs everything.

Advanced

Send password-protected payroll PDFs to employees automatically

Payslips are automatically encrypted with a unique password for each employee and emailed out safely.

Advanced

Ten ready-made automations for leads, invoices and alerts

A bundle of ready-to-run automations that handle leads, invoicing reminders, alerts, and reporting for you.

Advanced
Back to the AI Playbook