Project document retrieval

Problem

Project folders sprawl; site and office staff cannot find authoritative files quickly.

Current process (pain)

  • Wrong revision sent to client or regulator
  • Time burned recreating summaries that exist elsewhere
  • Consultants bill for search time

How DataFlight solves it

Search with grounding across project libraries; agentic summarisation for status reports when permitted; workflows for transmittal and approval.

Step-by-step flow

  1. Project context set Job code or client filters applied.
  2. Search Semantic + metadata ranking.
  3. Verify User confirms revision and distribution list.
  4. Transmit Workflow logs send and acknowledgements.

Modules used

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

Example output

Packet of cited excerpts or transmittal log.

Business outcome

  • Less rework from wrong revisions
  • Faster responses to RFIs
  • Clear send history
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