Document search

Problem

People search filenames and hope. The “final” version is rarely obvious.

Current process (pain)

• Duplicate folders and “copy_final_really” naming
• Context-free keyword search
• Sensitive docs mixed with public drafts

How DataFlight solves it

Grounded retrieval with snippets and permissions respected. Agentic follow-ups can summarise or compare versions when allowed.

Step-by-step flow

1. Query Natural language or filters by project/client.
2. Ranked results Snippets with access checks.
3. Open or summarise User drills in with chat.

Modules used

• Knowledge Base Chat
• Agentic AI Chat
• Custom workflows (built by us)

Example output

Ranked list with excerpts and document IDs.

Business outcome

• Minutes not hours to find authoritative files
• Less rework from wrong versions
• Lower leakage risk from ad-hoc sharing