AI Document Assistant
Ask your business documents a question and get a cited answer
Contracts, reports, invoices, policies, spreadsheets and manuals, searchable from one place. The assistant answers from your approved documents, shows the source passage, extracts what you need, and passes it into the workflow that comes next.
- Answers cited back to the source
- Built over your approved documents
- Extraction that feeds real systems
Your Document Assistant
Illustration
Documents
- Employee Handbook.pdfPDF
- Vendor Agreement.pdfPDF
- Q3 Financial Report.xlsxXLSX
- Operations SOP.docxDOCX
Question
What are the termination requirements in our vendor agreement?
Answer
The agreement requires 30 days' written notice prior to termination.
Source: Vendor Agreement.pdf — Section 8.2
Illustration of the assistant in use, not a live product screenshot.
What it does
More than uploading a file to a general-purpose chatbot
The information your team needs is rarely missing. It is buried — in a PDF nobody remembers naming, a spreadsheet three folders deep, an attachment on an email thread from last quarter. So people open files one at a time, skim for the paragraph they half-remember, copy a figure into another system, and repeat it next week.
A Document Assistant is a working layer over the whole library, not a conversation with one file. It is built over the documents you approve, it retrieves the passage an answer came from and shows it, and it can compare documents, extract structured fields and classify what arrives.
The part that makes it a business system rather than a research toy is what happens after the answer: the extracted values reach your CRM or your spreadsheet, the classified document is routed, and anything consequential waits for a person to approve it.
What separates this from a generic chatbot
- Built over your whole document library, not one uploaded file
- Every answer shows the document and section it came from
- Comparison across several documents, not just recall from one
- Structured extraction into fields your systems can consume
- Classification and routing of documents as they arrive
- Access scoped to the collections each person is entitled to see
- A review step before an extraction reaches a system of record
Which formats, sources and collections are in scope is confirmed during discovery and configured around your workflow.
Capabilities
What your Document Assistant can do
A working layer over your document library — retrieval, understanding, extraction, and the actions that follow.
Ask questions about documents
Ask in natural language and get an answer grounded in your uploaded business documents, with the source passage shown alongside it.
Summarize documents
Concise summaries of long reports, contracts, policies, proposals and manuals, at the level of detail your team actually needs.
Compare multiple documents
Put contracts, vendor proposals, reports or policy versions side by side and surface the differences that matter.
Extract structured data
Pull names, dates, amounts, invoice numbers, contract terms, addresses, pricing and deadlines into a structured, usable format.
Search across the whole library
Search hundreds or thousands of company documents from one interface instead of hunting through folders and shared drives.
Read scanned documents
OCR for scanned and image-based files. Accuracy depends on scan quality, so we test a representative sample during discovery and tell you what to expect.
Classify incoming documents
Categorise files by type, department, client or any rule set that matches how your business is already organised.
Generate reports
Turn information spread across multiple documents into a single summary or report you can send, file or act on.
Trigger the next step
Route the document, log the values, notify someone or start a downstream process based on what the assistant found inside it.
Formats and sources — PDF, DOCX, XLSX, CSV, TXT and scanned files, from upload, a shared drive, email or an API — are configured per engagement. We confirm exactly what is in scope before the build starts.
Document types
Works with the files you already have
- DOCX
- XLSX
- CSV
- TXT
- Scanned / OCR
- Reports
- Contracts
- Invoices
- Forms
- Manuals
- Policies
- Proposals
- SOPs
Support is configured based on your business workflow and document sources. We confirm exactly which formats and sources are in scope during discovery.
How it works
Documents → understand and extract → your rules → your systems → review
The chain is what makes this operational rather than exploratory: a question ends in an answer with a citation, and an extraction ends in a record.
Business documents
From upload, a connected drive, email or an API.
- Contracts and policies
- Invoices and reports
- Drives and email
Flasin document AI
Retrieval over your approved material, with the source kept attached.
- Understand and retrieve
- Extract and classify
- Cite the source
Business rules
What happens with a result is decided by your rules, not the model.
- Routing and thresholds
- Who may ask what
- Validation
Your systems
Values land where the work continues.
- CRM and records
- Sheets and reports
- Downstream workflows
Human review
Nothing consequential posts itself without a person.
- Approve before it commits
- Exception queue
- Auditable trail
Answers are retrieved from the business information you approve, with source citations, rather than from a general model's knowledge of how a company like yours probably works.
Business use cases
Built for document-heavy businesses
Every one of these runs on paperwork somebody has to read. That is the work this removes.
Accounting & finance
Invoice and statement review
Analyze invoices, reports, statements and receipts, with the key values extracted rather than read out of each file by hand.
Legal & professional
Agreement and policy search
Search agreements, policies and case documentation. The assistant retrieves and summarises your documents; it does not provide legal advice.
Real estate
Lease and portfolio search
Search leases, property documents, applications and agreements across a whole portfolio from one place.
Insurance
Policy and claims intake
Process policy documents, claims documentation and customer forms with the details extracted into a consistent structure.
Construction
Specification and contract lookup
Search contracts, proposals, project specifications and site documentation instead of scrolling a shared drive.
Human resources
Policy answers for employees
Answer employee questions from approved handbooks, policies and procedures — consistently, with the section cited.
Consulting
Knowledge library recall
Analyze client reports, research and proposals without re-reading the whole library for every engagement.
E-commerce
Supplier document processing
Process supplier documents, catalogs, invoices and operational information as they arrive rather than in a weekly batch.
Integrations
Connect your documents to the tools you already use
Finding the answer is worth something. Getting the extracted value into the system where the work continues is worth more.
Document sources
Where your files already live, connected with scoped access.
- Google Drive
- OneDrive
- SharePoint
- Dropbox
Business systems
Where extracted values and classified documents need to land.
- HubSpot
- Salesforce
- Databases
- Google Sheets
Workflow
What runs once the assistant has found or extracted something.
- n8n
- Slack
- Client portals
- APIs
Scoped, not switched on
These are configured integrations rather than toggles you flip yourself. We agree which sources and destinations are in play before the build, because each one carries its own permissions and its own approval.
Named systems are integrated per deployment using their public APIs. Flasin is not affiliated with, or endorsed by, any of them.
Internal knowledge
Give your team a private AI knowledge assistant
The same assistant that reads your contracts can answer the questions your team asks each other every week. Point it at your approved internal documents and it becomes the place people ask first.
Answers come from your handbooks, policies, procedures and agreements — not from a general-purpose model's guess about how a company like yours probably works. Where it answers, it shows which document and section the answer came from, so anyone can check it.
Questions your team could ask
- What is our refund policy for enterprise customers?
- What is the process for onboarding a new client?
- Which vendor contracts expire this quarter?
- What does our employee handbook say about PTO?
- Compare these three supplier proposals.
Answers are retrieved from the business information you approve, with source citations, rather than from general AI knowledge alone.
One platform
One knowledge base. Every Flasin assistant.
Most businesses end up with a chatbot that knows one thing, a phone agent that knows another and a document tool that knows a third. The answers drift apart, and keeping three sources current becomes its own job.
Flasin builds the knowledge layer once. Your approved documents feed every assistant, so a policy update lands everywhere at the same time.
- AI ChatbotAnswers website visitors from the same approved material.Explore
- AI Voice AgentHandles calls with the same policies and product facts.Explore
- AI Document AssistantGives your team internal search, summaries and extraction.You are here
- AI AutomationRuns the workflow once the information has been found.Explore
The same product manual or company policy can power your website chatbot, your voice agent, your team's Document Assistant, and the automated workflows behind them.
Implementation
How a Document Assistant gets built
Five stages. Discovery matters more here than on any other service, because document quality decides what is achievable.
01
Understand
We look at a representative sample of your real documents, agree which collections are in scope, and establish who should be able to ask what.
02
Build
We build the knowledge base over your approved material, configure extraction and classification, and connect the sources and destinations in scope.
03
Test
We test retrieval and extraction against documents where you already know the right answer, including the badly scanned and the awkwardly formatted.
04
Launch
It goes live for the agreed users, with the review step in place for anything that writes to a system of record.
05
Improve
Real questions show where the library has gaps. We review what could not be answered and extend coverage on an agreed cadence.
Usage limits, document processing volume, storage, integrations and custom workflows are determined during implementation.
Security & privacy
Built with business documents in mind
Flasin designs document workflows around approved sources, scoped access and the minimum permissions each use case actually needs.
Controlled document access
The assistant is pointed at the document sets you approve — not at everything a connected drive happens to contain.
User permissions
Who can ask what is defined during implementation, so sensitive collections stay with the people entitled to see them.
Least privilege
Integrations request the narrowest access that makes the workflow work, rather than blanket account-wide permissions.
Private knowledge base
Your knowledge base is built for your business and kept separate from other clients' document collections.
Auditability where supported
Where the underlying systems support it, activity can be logged so you can review what was asked and what was retrieved.
Human review for important workflows
For decisions with real consequences we design a review step rather than letting an extraction post straight into a system of record.
Retention decided with you
How long documents and conversation history are kept is a decision we make with you during implementation, not a default you inherit.
Deliberate integrations
Connections to your drives, CRM and internal systems are configured intentionally and reviewed as part of the build.
We describe how we design these systems, not a certification we have not earned. Flasin has no SOC 2 report, ISO certification or HIPAA attestation. If your business requires a specific compliance framework, raise it during discovery and we will tell you plainly what is and is not achievable within scope.
Pricing
AI Document Assistant plans
Start with a focused document library and grow into multiple collections, integrations and automated workflows.
Starter
Best for a focused document library
$99/month
plus $399 one-time setup
- AI document Q&A
- Document summaries
- Source citations on answers
- Up to 2 users
- Standard support
Professional
Best for teams with several document collections
$249/month
plus $999 one-time setup
- Everything in Starter
- Document comparison
- OCR for scanned documents
- Structured data extraction
- One document-source integration
- Up to 5 users, priority support
Enterprise
Best for large or custom document volumes
Starting at
$599/month
plus $2,499 one-time setup
- Custom document volumes
- Multiple document sources
- Advanced extraction
- CRM / API integrations
- Advanced access controls
- Custom implementation
Optional add-ons
- Google Drive integration
- OneDrive / SharePoint integration
- CRM integration
- Automated email document processing
- Invoice data extraction
- Custom document workflow
- Additional users
- Additional knowledge bases
- Client portal integration
- Custom API integration
Available as custom add-ons — priced during scoping.
Usage limits, document processing volume, storage, integrations and custom workflows are determined during implementation. Compare every Flasin plan.
Questions
What people ask before they start
Get started
Turn your business documents into answers your team can act on
Tell us which documents your team keeps reopening and we will show you what a Document Assistant would do with them, and what it would take to build.