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AI agentSearch my documents

Searching in your own documents with AI

An assistant that answers questions from the documents you put in its knowledge base.

Search my documents is AI agent in Altramano for daily work: an assistant that answers questions from the documents you put in its knowledge base.

It works without an external integration, with tables, forms and the Studio in your own environment.

AI agent · department Daily work

What it does

Upload manuals, contracts, procedures or notes to the knowledge base. Then simply ask "what is our notice period?" and the assistant answers with a reference to the document. If it does not know, it says so.

What you need

  • No external integration; works with tables, forms and the Studio in your own environment.

How does searching in your own documents work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Upload manuals, contracts, procedures or notes to the knowledge base. Then simply ask "what is our notice period?" and the assistant answers with a reference to the document. If it does not know, it says so.

No external integration is needed: the data is in a table or form in your own environment, or in the documents you give the AI agent.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For daily work: the personal layer: mailbox, calendar and action points. For anyone with no time to set it up themselves — it is already there. Those hours go into starting with the work itself, instead of with clearing your mailbox.

This department comes into play in healthcare practices and providers.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Use this templateBook a demo

Frequently asked questions

What do I need for Search my documents?

No external integration and a Altramano environment.

Which department is Search my documents for?

Daily work, in industries such as healthcare practices and providers.

What is an AI agent?

An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

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All 17 templates for daily work

Templates are updated in your Altramano environment.

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