Talk to My Docs¶

Access this application template on GitHub

Use the Talk to My Docs application template to build, develop, and deploy an AI-powered application that allows you to dynamically talk to your documents across different providers, such as Google Drive, Box, and your local computer using multi-agent orchestration, a modern web frontend, and robust infrastructure-as-code.

This application is useful for those that want to:

• Generate reports and dashboards for stakeholders and operationalize work from documents generated by data analysts, data scientists, etc.
• Track, report, and analyze the performance of department activities, ad hoc analytic requests, and development and automation of regular reports.
• ​​Empower faster decision-making by rapidly extracting insights from your documents.
• Gain control over deployment security and governance.
• Scale operations that align with enterprise demands.

Key features¶

• **Pre-built AI assistants—or instant productivity, choose from a gallery of specialized assistants, including:

  • Contract Review Bot
  • HR Policy Assistant
  • Feedback Bot

• Document catalog and search—Quickly find and reuse previously uploaded documents across all your knowledge bases and conversations. With Talk to My Docs, enterprises get the productivity of consumer AI tools with the security and governance they require.

• Supports multiple document types—Upload PDFs, Word docs, spreadsheets, and text files to the application.
• Knowledge bases for team collaboration—Create shared document collections that teams can search, analyze, and build upon together.
• Secure enterprise data source integration—Connect to Google Drive and Box with secure authentication and RBAC controls.
• Natural language-powered, context-aware Q&A with enterprise security—Use everyday language and easy prompts to ask questions about your documents, leveraging your proprietary datasets for precise answers in a conversational chat experience with minimal security risks. Continue conversations across sessions, add new documents to existing chats, and maintain full context for deeper analysis.
• Enterprise governance—ull RBAC controls, audit trails, and usage monitoring to ensure secure, compliant AI deployments.

Use cases¶

Review some use cases that are suited for using Talk to My Docs:

• Invoice and receipt processing: Businesses that handle a large number of invoices, receipts, and purchase orders can quickly extract details like invoice numbers, line items, and vendor information, making it easier to review specific information, assess risk, and check compliance.

• Financial analysis: Automate data extraction for analysis, fraud detection, and risk assessment by parsing various documents, including bank statements, loan applications, credit reports, and financial reports.

• Customer sentiment analysis: Understand customer sentiment by uploading customer reviews, social media mentions, feedback forms, etc., to identify trends, improve products and services, and enhance customer satisfaction.

Architecture¶

This template provides the below end-to-end AI architecture, from raw inputs to deployed application, while remaining highly customizable for specific business requirements.