Intake

Intake makes a set of business documents searchable and question-answerable. Use it for contracts, filings, spreadsheets, decks, reports, screenshots, and other documents you need to quote or compare. Answers link back to numbered lines in the original document, so you can verify the wording before relying on it.

Intake can also identify people, companies, places, and facts across the upload, then surface contradictions, changes, and missing information for review.

#Upload documents

1. Choose a collection

   Open Intake. New uploads go into the selected collection, or into Unsorted if you have not chosen one. To separate a set of documents, choose Upload → Into a new collection…, name it, and choose the files.

2. Add files or a folder

   Choose Upload → Files or Upload → A folder. You can also drop files anywhere on the page. Uploading another batch adds to the documents already present; it does not replace the previous batch.

   Accepted uploads include PDF, Word, Excel, PowerPoint, CSV, text, images, and .zip archives. Empty files and common operating-system junk files are skipped. HEIC and HEIF photos need to be exported as JPEG or PNG first.

3. Wait for Ready

   Open Documents to track each file. A document moves through queued, parsing, indexing, and extracting before it is ready. failed means it could not be processed; paused means processing stopped and the document gives a reason.

   Filter by status or collection, search by name, or open a document to read its contents and processing details. An unread page is identified as unread, not presented as an empty page.

#Ask and verify an answer

1. Ask across the right collection

   Open Intake → Ask, enter a question, and select one collection or All collections. Keep the scope narrow when you are comparing similar documents, such as different years of the same report.

2. Open the citations

   Numbered markers such as [1] connect claims to source passages. Open one to see the document page with line numbers and the cited lines highlighted. The same document title is used in the answer and in Documents, so you can find it again.

3. Handle an ungrounded result

   If the answer is marked Not grounded, treat it as no answer. Intake shows the closest passages so you can inspect them, but those passages do not validate the response.

#Review extracted information

Use the other tabs when you need more than a direct answer:

Review items need different decisions:

• Document type unsure: accept the suggested type, enter a better one, or reject it to leave the document unclassified.
• Possibly the same entity: accept to merge the names or reject to keep them separate.
• Name not found in the text: accept to keep the suggested entity anyway, or reject it.
• Fact whose quote was not found: reject it. The application refuses to accept a fact whose supporting quote is absent from the document.
• Extraction could not be read: accept to try extraction again. The document remains searchable either way.

To turn fact and entity extraction on or off, use Settings → Intake → Find facts and entities in each document. Turning it off still lets Intake read, index, and search documents.

#Reading limitations

• PDF text is read page by page. A scanned page without a usable text layer is read with OCR and labelled accordingly. OCR works best on clean print and is less reliable on handwriting and skewed scans.
• Page text is read from top to bottom, so a two-column layout can interleave lines from the columns.
• Tables with ruling lines can retain their columns; borderless tables can arrive as plain lines.
• The Requests tab currently covers Slack requests.

#Upload limits

Split an over-length PDF or an over-sized archive before uploading it.

#Related