Answer policy questions automatically from your PDF documents

Reads your PDF policies into a searchable knowledge base and answers questions with cited sources.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"pdf folder scanned"\]:::trigdata s0["convert pdfs to text"]:::svc s1[("chunk and store knowledge base")]:::store s2["search knowledge base for question"]:::svc s3["answer with cited sources"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"cited answer to policy question"/]:::out pay{{"consistent answers without manual digging"}}:::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 stepAn outside serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGDocument Processing & OCRFile & Cloud Storage
Connects
Google DriveQdrantMistralOpenAICohere

The problem it solves

When employees or customers have questions about policy details buried in long PDF documents, someone has to dig through the file to find the answer every time. That's slow, and it's easy to give an inconsistent or outdated answer.

Who it fits

Compliance, HR, or support teams that field repeated questions about policy documents.

How it works

  1. Starts by scanning a folder of PDF policy documents
  2. It reads and converts each PDF into structured text
  3. The text is broken into chunks and stored in a searchable knowledge base
  4. When someone asks a question, AI searches the knowledge base for the most relevant passages
  5. It answers the question and cites the exact source passages it used
What you get

Policy answers with sources ready for a quick check

You get instant answers to policy questions, pulled from your own documents and backed by cited source passages for your team to confirm.

What you get

Accurate, cited answers to policy questions pulled directly from your documents.

What you need

A cloud storage account, a vector database, and AI provider accounts for text processing and OCR.

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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