Overview

There are 3 core use cases that Brief Me supports:

1. Get key takeaways: Generate the main points of your documents quickly, without having to spend time reading everything.
2. Engage in Q&A: Interact with documents through dynamic question-answering, ask questions, and get answers quickly.
3. Compare topics: Compare and contrast key topics and subject matter across different documents for a smoother way to gather specific topical insights.

Get Key Takeaways

Generate a summary from individual files

Imagine a scenario where a potential buyer is researching conversational AI solutions. They discover the "The Forrester Wave™: Conversational AI Platforms for Employee Services, Q3 2024" report and don’t want to read through the entire doc. The buyer needs a quick summary.

• Upload an individual file: When you upload a file within copilot, copilot will acknowledge the successful upload, setting the stage for insightful analysis.
  

• Request a summary: Once the file is ready, asking "What are the top 3 takeaways?" prompts Brief Me to sift through the entire file, extracting powerful insights. Feel free to experiment with a range of different queries to generate key takeaways such as:

  • "Give me the gist of this document."
  • "What key points does this file cover?"
  • "Tell me more about this file"
  • "Summarize this for me in 1 sentence"
  • "Provide a short overview of this report."
    

Generate summaries across multiple files

Now let’s imagine that you’re an IT professional tasked with ensuring your company adheres to the latest AI governance best practices. Given the rapidly evolving landscape, staying informed through comprehensive reports and policy briefs is crucial. Your goal is to get up to speed quickly, without getting bogged down in the details of each document. Here's how you can accomplish this efficiently within Brief Me:

• Upload multiple files (up to 5 PDFs): Simplify your research by selecting the relevant files and dropping them into the chat. You can upload any type of file such as white papers, policy briefs, and best practice guidelines.

• Request a summary: Same thing as previous example. After uploading, simply type "Summarize these files for me," and in just a few seconds, Brief Me processes and summarizes all the three files for you. Enabling you to grasp the essentials of AI governance rapidly.

• Draft an email with generative AI: Here’s where Brief Me truly shines, turning insights into action. Now that you have a comprehensive summary that confirms your company is on the right track with AI governance, sharing these insights with your team is crucial. With Brief Me, you can quickly draft an email based on any response you get. Just ask Brief Me to draft an email for you - you can take a step further and ask it to use a specific tone or language.

Engage in Q&A

Ask specific questions

Now let’s pretend you're a facility manager tasked with the project of installing electric vehicle (EV) chargers at your company, following employee requests and budget approval. Your objective is clear: gather all necessary information to ensure a smooth, compliant installation. To this end, you've turned to Brief Me for in-depth research, leveraging its Q&A feature to navigate through complex documents with ease.

• Upload multiple files: To kickstart the project, you upload several documents related to electrical vehicle permitting and regulation.
  • 📔 EV_Permitting_Guidebook.pdf
  • 📔 California_EV_Regulations.pdf
  • 📔 National Electric Vehicle Infrastructure.pdf
• Start asking questions: With Brief Me you can ask as many questions as you’d like and you don’t have to worry about mentioning the name of the file. Just ask your question. We’ll automatically search through all the files you upload and find the one that can answer your question. In this case the answer is the question is from:
  • 📔 EV_Permitting_Guidebook.pdf ✅ [Page 10 out of 80 pages]
  • 📔 California_EV_Regulations.pdf
  • 📔 National Electric Vehicle Infrastructure.pdf

• Keep asking more questions: As you learn information you may want to keep asking more questions. Every time you ask a question we’ll always search across all the files. Sometimes the the answer to your question may be spread across different pages from one of your files like this question
  • 📔 EV_Permitting_Guidebook.pdf ✅ [Page 5, Page 54, Page 55 out of 80 pages]
  • 📔 California_EV_Regulations.pdf
  • 📔 National Electric Vehicle Infrastructure.pdf

Depending on how complex your question is the answer may not only lie across multiple files but also multiple pages across those files.

• 📔 EV_Permitting_Guidebook.pdf
• 📔 California_EV_Regulations.pdf ✅ [Page 54, Page 56 out of 66 pages]
• 📔 National Electric Vehicle Infrastructure.pdf ✅ [Page 40, Page 41 out of 120 pages]

• Verify the citations: Each response that Brief Me gives you will have a citations so you can rest assured knowing that the answers are accurate and trustworthy. You’ll be able to see the specific section of the file that was used to answer your question.
  

Upload various file types at once

Stepping into the shoes of an Account Executive at BannerTech, you're prepping for a call with ACME, a major name in manufacturing. You want to make an impression. Getting ready is key, so you're using Brief Me to fine-tune your approach, aiming to spark a conversation that's impactful and hits all the right notes.

• PDFs & Word docs are currently supported: Kicking off your preparation, you upload ACME's 10-K report, their most recent Q2 report, and a resource on the latest AI trends. With Brief Me, you're not confined to just PDFs. It supports uploads in both PDF and Word document formats (.doc & .docx), broadening your research capabilities. Soon you’ll able to upload Powerpoint files so stay tuned for this update.
  
  
• Gen AI isn't just for for answering questions: It's also your go-to for crafting compelling talking points for meetings. This means you can effortlessly transition from inquiring about specifics to utilizing genAI's capabilities for virtually any scenario. In this scenario, for instance, after probing the challenges, you can prompt Brief Me to generate targeted talking points.
  
  

Compare Topics

Upload 2 or more documents to compare topics

We all know that open enrollment can be a maze of confusing terms and endless options. Let's talk about how your employees will navigate through this with ease, finding clarity and confidence in selecting the healthcare plan that best suits their family’s needs, all thanks to Brief Me.

• Compare topics across files: One of Brief Me's key strengths is its ability to conduct topic comparisons across multiple documents. Though it doesn't offer a direct comparison of file contents (”what’s different between these files?”), it does excel in comparing specific themes, such as "dental benefits comparison between providers". This functionality is invaluable for diving deep into particular subjects, ensuring you gather all necessary comparative insights.

• Contextual Awareness: The more you interact with Brief Me, the better it tailors responses to fit your needs. You won't need to reiterate details in every query. For example, if you're exploring an HSA account, [NAME] recognizes this topic in subsequent questions, removing the need to continuously specify "HSA account."

Notice how the second question just says “How do I set that up” and not “How do I set up an HSA account?”. Each question you ask enriches Brief Me's understanding, ensuring answers are increasingly personalized and relevant to your ongoing discussion.

• Ask questions & use genAI for calculations: Don’t hold back on multi-layered questions. Brief Me thrives on complexity, allowing you to combine questions and numerical calculations seamlessly. If you have both a question and a calculation in mind, like "What's the maximum contribution limit and how much should I set aside per paycheck to maximize this benefit?", Brief Me is ready to provide you with comprehensive answers, blending data retrieval and math effortlessly.