Operational playbookKnowledge & documents

From document to decision

Advanced document analysis

Compare contracts, reports and manuals against an explicit checklist while keeping every answer linked to its source pages.

LegalFinanceOperations

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Playbook map / analisi-documenti

Knowledge & documents

Live map

Input

Contracts, reports, manuals

Box

Extracts, compares, cites

Result

Review dossier

Local OCRDocument comparisonHybrid search with citations

The problem

Repetitive reviews and long documents slow teams down; key clauses, deadlines and changes can remain hidden across versions and attachments.

Expected outcome

A traceable review dossier ready for professional judgement, rather than an answer with no sources.

The playbook

A readable flow, from input to review.

Every phase produces a reviewable artifact before the next one begins.

Step 101

Collect the sources

Load the documents and versions to compare into a dedicated folder.

Deliverable

Indexed archive

Step 202

Define the review

Specify the clauses, fields or criteria to review and the required output format.

Deliverable

Shared checklist

Step 303

Review with sources

The assistant produces findings and comparisons with precise references; the owner approves the conclusions.

Deliverable

Verifiable report

What goes in

PDF, DOCX and scans
Previous versions
Review checklist

What stays with the team

Structured summary
Clause and deadline table
Source-page citations

Starting point

Three requests to try on your archive.

Prompt 1

Compare these two versions and group changes by impact level.

Prompt 2

List obligations, deadlines and penalties, citing the source page.

Prompt 3

Which checklist items have no supporting evidence in the document?

Control and perimeter

Automate without hiding responsibility.

These constraints are part of the workflow, not a footnote.

Final judgement remains with the accountable professional.

Answers should include reviewable references.

Permissions and folders separate matters and teams.

Capabilities involved

Local OCRDocument comparisonHybrid search with citations

Sources and connectors

Local foldersOptional Google DrivePDF and Office import

Continue the path

Related playbooks

The same archive can support multiple workflows while keeping purpose and permissions separate.

Knowledge & documents

Document management and internal search

Bring files and archives into a natural-language search space, with answers linked to original documents.

Open playbook

Knowledge & documents

Document preparation

Compose proposals, reports and recurring documents from templates, data and approved text, leaving final judgement to the owner.

Open playbook

Administration & data

Administration, invoices and bookkeeping

Extract key fields from invoices and scans, make them filterable and prepare targeted checks while keeping documents inside the company perimeter.

Open playbook

IntelligenceBox / workflow discovery

Bring this workflow to your data.

An operational session to map sources, access, output and approval steps before configuration.

Talk to the team