Find buried evidence faster
Document.Bot analyzes PDF, Word, Excel, and notes folders first, so search can find relevant sources faster.
Document.Bot
Use your preferred (offline) AI provider to uncover hard-to-find answers in piles of PDF, Word, track-changes, and Excel files. Inspect citations linked to original citations and draft reports from your local project folders. Built for compliance reviews, proposal work, audits, and sensitive client files.
Document.Bot analyzes PDF, Word, Excel, and notes folders first, so search can find relevant sources faster.
Open citations back to the original file section, row, paragraph, or page before using the answer.
Turn source material into reports, proposals, audit notes, and review-ready edits with less copy/paste and uploading.
Choose hosted, EU-hosted, or offline models depending on privacy rules, client files, and workspace boundaries.
Document.Bot's AI agent is optimized to search through office files, navigate PDF pages and tables of contents, Word sections, track changes, and Excel ranges before it drafts an answer.
Every step is visible and clickable, so you can review what it opened, searched, compared, and cited before using the result.
Type @ to tag folders, PDFs, Word documents, Excel workbooks, and selected evidence without uploading files. The AI assistant returns source citations as clickable tags back to the right PDF page, Word paragraph, or Excel cells.
registers
registerscustomer-feedback-summary.xlsx
registerssupport-rollout-plan.docx
companySelect text, cells, comments, or source ranges and attach them to the AI assistant without copying text or uploading files into chat.
The commercial appendix defines the support baseline for renewal pricing.
The account owner should confirm support volume before final approval.
The rollout plan lists unresolved owners for the renewal workstream.
The next leadership review is scheduled after the support handoff.
Document.Bot analyzes PDFs, Word documents, Excel workbooks, notes, and other files in advance, so you can search across file types by exact keywords or approximate descriptions.
That workspace map also helps the AI assistant find the right source citations before it answers, including the right PDF page, Word paragraph, or Excel cells.
renewal risk owner
leadership-meeting-notes.docx
Comment 2 mentions unresolved renewal risks.vendor-renewal-proposal.pdf
Page 4 contains the volume threshold clause.decision-action-register.xlsx
Rows 8-16 list the open action owner.support-call-notes.txt
Customer renewal concern appears in the call summary.renewal-risk-rules.ts
The workspace also indexes technical reference files.Open a normal folder with company documents, source PDFs, registers, notes, and outputs.
project-folder
company
leadership-meeting-notes.docx
support-rollout-plan.docx
registers
customer-feedback-summary.xlsx
decision-action-register.xlsx
sources
vendor-renewal-proposal.pdf
Pick ChatGPT Login, frontier cloud APIs, EU-hosted providers, or local models.
Let the AI assistant inspect Word feedback and propose reviewable updates with source tags attached.
The team should compare the old support clause updated volume threshold before approval.
Reusable skills guide the AI with domain knowledge, company procedures, and team-specific review habits.
Current demos use high-stakes source material, but the pattern is the same for research, policy, proposal, operations, and compliance folders: search the workspace, inspect the evidence, and produce a reviewable output.
A real Document.Bot workflow over official source material, company files, registers, and a generated review output.
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Read related blogThe app is designed for recurring document work: many file types, sensitive data, source-backed answers, and reviewable outputs.
Find, inspect, compare, and draft across a project folder without manually moving content between apps.
Open a local folder
No upload workflowSearch every source
PDF, Word, Excel, markdownCreate reviewable output
Drafts stay in the workspaceThe assistant can use indexed project files and return answers with source tags that reopen the evidence.
PDF page tags
Open the source pageWord comments
Keep review contextExcel ranges
Trace spreadsheet evidenceChoose online, EU-hosted, or local models depending on policy, data residency, and privacy needs.
Cloud models
Frontier providersEU-hosted options
Data residency needsLocal models
LM Studio and OllamaKeep humans in control with reviewable drafts, visible changes, source tags, and team workflow skills.
Draft, then review
No silent source editsComments and notes
Context stays visibleReusable skills
Company workflows repeatDocument.Bot works through predefined document tools in the selected workspace. The agent does not run shell commands or arbitrary scripts on your computer, reducing IT safety concerns compared with terminal-first coding agents.
Document tools only
Search, inspect, cite, and draftWorkspace scoped
Selected folders stay the boundaryReviewable changes
Approve or reject before savingTag files into the prompt, let Document.Bot inspect the workspace, then check the sources before using the result.
Tag source files into chat
Open the original evidence
Save a reviewable output
PDF source
vendor-renewal-proposal.pdf
Word review
leadership-meeting-notes.docx
Excel register
customer-feedback-summary.xlsx
Output
meeting-brief.md
Common starting points for teams that need source-backed answers and drafts from many local files.
Find affected clauses, inspect source material, and draft review notes from policy, evidence, and working files.
Compare source files, feedback registers, comments, and decisions before writing the next brief or update.
Turn PDF libraries, notes, spreadsheets, and drafts into a searchable workspace with source-backed answers.
Use ChatGPT, frontier APIs, EU-hosted providers, or local models depending on the data boundary for the job.
Upcoming directions for teams that want Document.Bot to work across shared sources, reference libraries, and repeatable document-review workflows.
Connect SMB network drives, SharePoint and OneDrive libraries, and S3-compatible buckets so team folders can become searchable workspaces.
Use pre-indexed EU regulations, official guidance, and domain documentation packs alongside the files your team already works with.
Request tailored company, client, or industry libraries for recurring work such as policies, templates, approved clauses, and standards.
Connect the assistant to email so it can help triage inbox context and relate messages to workspace documents with user-controlled access.
Discuss self-hosted, private-cloud, or air-gapped setups for defense, regulated, or GDPR-sensitive document environments.
Filter names, addresses, and other PII locally before hosted AI calls to support GDPR data-minimization and AI Act governance workflows.
Reusable source-backed workflows for drafts, suggested edits, and human review before generated outputs are used in real document work.
Start with a beta workspace, then choose the team or model setup that fits your privacy and review needs.
Review available beta plans, then sign in to manage seats, billing, and workspace access.
View plans
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