4.2

Document and File Management

25 min

  • AI integrations with Google Drive, OneDrive, Dropbox
  • What "AI can search your files" actually means (and doesn't mean)
  • Using AI to:
    • Find documents based on content, not just file names
    • Summarize PDFs and long reports
    • Extract data from documents into structured formats
    • Compare multiple versions of a document
  • Limitations: OCR quality, scanned documents, complex formatting
  • When to upload to AI vs. keep in native storage