Ask your documents
Before you start
Section titled “Before you start”Connect AI and save the sample event plan and sample meeting notes.
1. Choose only the documents you need
Section titled “1. Choose only the documents you need”Open Knowledge Vault from Home. Under Document scope, choose Choose documents. Select the event plan and meeting notes. Check the file names and paths so you use the intended copies.
2. Ask for owners and dates
Section titled “2. Ask for owners and dates”Ask “Who is responsible for the next actions, and when are they due? Cite the file for each answer. If a date is missing, say so.” Wait for the response and compare it with the original files.
| Owner | Action | Due |
|---|---|---|
| Event coordinator | Draft the registration announcement | March 12 |
| Venue coordinator | Confirm the room booking | March 15 |
| Materials coordinator | Prepare slides and handouts | March 18 |
This table is an answer key drawn from the sample files. The model’s wording may vary.
3. Open sources and ask a follow-up
Section titled “3. Open sources and ask a follow-up”Open the citation to confirm the passage supports the answer. If two files disagree, ask the AI to list both values and their sources.
Change scope or keep the conversation
Section titled “Change scope or keep the conversation”Review the selected files before changing topics or adding a document. Check where the app stores conversation history before using sensitive material.
If you get an incomplete answer
Section titled “If you get an incomplete answer”Check the scope, file format, and whether the document is readable. Ask about one section or one file first. See AI troubleshooting.