Procedures and policies
“Which approvals does this purchase require?” Find the relevant policy and procedure, with references that the buyer can check before submitting the request.
AI Workspace · Enterprise knowledge
Get answers across documents
without reading every file.
Ask a question in your private AI environment. AI Workspace compares the documents you select and cites the passages behind its answer. See what changed in a new specification or how two contracts differ, then open the source to verify the details.
Illustrative use case
Customer contract ACustomer contract B
How do the acceptance criteria differ between these contracts?
Compare termsSummarize differencesIdentify sources
See the differences first, then open the original clauses to check the details.
Use cases
Questions your team asks every day
Find the provisions, differences and source passages behind a purchasing approval, a contract review or a decision on a previous case.
Contracts and specifications
“How do the acceptance criteria differ?” Compare contracts or revisions side by side and show the original wording to sales, legal or engineering staff.
Past decisions
“How did we handle this last time?” Find relevant case reports and work records to inform a current decision.
How it works
Check the answer alongside its source.
Ask a work question, compare the findings across files and read the source passage before replying to a customer or acting on a case.
- 01 Choose documents
Select the contracts, procedures or specifications you want to search or compare.
- 02 Ask a question
Use your own words. AI Workspace identifies the relevant passages, key points and differences.
- 03 Check the source
Follow the citations to confirm the revision, applicable conditions and surrounding text.
- 04 Put the findings to work
Once you have checked that the findings apply, use them in a customer response, contract review or team decision.
Deployment support
Which documents belong in the collection, and who should have access?
Documents change, and different teams have different access rights. We map the sources, update routines and permissions with you, then test real questions against those settings.
Sources and revisions
Identify the records to include and agree how to handle updates so staff can tell the current version from an older copy.
Access by team
Work with IT and document owners to define who can read each collection and configure deployment accordingly.
Test real questions
Check the answers, citations and revisions together to see whether they support the task at hand.
Related applications
Which other document tasks take time?
Explore IDP for data entry and exports, or see how teams can reconcile names and versions across departments.
Spend less time entering orders
IDP reads fields and line items from orders and invoices. Purchasing and finance can check the results, then export them or pass them to an existing ERP or CRM through an API.
Explore IDPA common reference for names and versions
Engineering, purchasing and ERP may use different names for one part. Agree on names, part numbers and effective revisions so teams can check that they are working with the same item.
Explore use casesAI Workspace is a separate enterprise offering. The desktop document automation package does not include it. Contact us about a private deployment and project quotation.
Continue
Which documents take the longest to find and compare?
Start with a contract, specification or procedure. Tell us how you use it today and we can assess where AI Workspace would help.