Smartegy Document Management | AI document handling & knowledge base
Smartegy
Document Management

Every company document in one intelligent system

AI-based document management: your existing file stores on one interface, document content in a queryable knowledge base, editing done together with the AI — and finished reports and quotes generated with one click.

See the process
Builds on your existing file storesAnswers with source referencesAI suggestions are approved by peopleEU GDPR — your data stays yours
Document workspace
Knowledge base updated
1,240 documents
Connected sources
Google Driveconnected
Dropboxconnected
Network driveconnected
Document knowledge base
PDF · Word · Excel · PowerPoint — processed and indexed
Ask the knowledge base
What is the notice period in our contract template?

The notice period is 90 days, in writing, by registered mail.

Supplier_contract_v3.docx · section 7.2
The business problem

Much of the company’s knowledge sits in documents buried in folders

Research shows employees spend 10–20% of their working time searching for information. The policies, contracts and documentation exist somewhere — but finding them, reading them and extracting the relevant part is slow, manual work.

Search in seconds

Meaning-based search finds answers inside document content and quotes the relevant part.

Documents become a knowledge base

Policies and contracts stored in folders become a living, queryable knowledge base.

Documents created in minutes

Reports, quotes and presentations generated in consistent company quality.

Dual user experience

Ask in chat, or work on the file management interface

Chat-based AI agents and a classic graphical interface at the same time. Everyone can work in their own style.

AI chat

Ask about any document

What does our supplier contract say about penalties?
According to section 8.3, the penalty is 0.5% of the net contract value per day of delay, capped at 15%. Source: Supplier_contract_v3.docx.
Shared knowledge base
Graphical interface

Files, templates and statuses in one place

Files / Knowledge base / Templates
1,240
documents
4
sources in one place
<2 s
search
.docx
.pdf
.xlsx
The full process

From file stores to the finished document

The system builds on your existing file stores: it processes and indexes the content, assists with editing, and produces formatted outputs.

01

Connect sources

Dropbox, Google Drive, network drives and uploaded files

02

Processing

PDF, Word, Excel and PowerPoint content indexed

03

Search and ask

Meaning-based search, answers with source references

04

Edit with AI

Drafting, suggestions, review and templates

05

Generation

Formatted PDF, Word, Excel and PowerPoint outputs

Features

From search to the finished document

File stores in one place

Dropbox, Google Drive and network share integration — the existing folder structure stays, the system builds on top of it.

Queryable knowledge base

Document content is processed and indexed — answers quote the relevant part, with a source reference.

AI-collaborative editing

Drafting, section replacement and content insertion with natural-language instructions.

Review process

The AI makes categorized suggestions — grammar, style, clarity, structure — with comments and replacement proposals.

Templates and form filling

Save and apply company document templates, and fill existing Word templates with data automatically.

Document generation

Formatted PDF, Word, multi-sheet Excel with formulas and charts, and PowerPoint — with one click.

AI-collaborative editing

Write and review documents together with the AI

The AI drafts, makes suggestions and reviews the finished text — with categorized comments and replacement proposals. You decide about every change, and the document status stays traceable throughout.

  • Drafting from a natural-language instruction
  • Categorized review suggestions with comments
  • Company templates saved and applied
  • Traceable status: draft → review → final
Supplier quote — 2026 Q3
DraftReviewFinal
Style

Suggestion: a more concise wording for this paragraph

Structure

Warranty terms deserve a separate section

Measurable business impact

A large share of search time can be recovered

The return comes from search time, faster document creation, consistent templates and the faster onboarding of new colleagues.

Savings = employees × time spent searching (10–20%) × share recovered × hourly rate
01

Search time

Seconds instead of minutes, with source references

02

Document creation

Reports, quotes and presentations in minutes instead of hours

03

Versions and formatting

Templates and generation — consistent, on-brand output

04

Onboarding

New colleagues ask questions and get answers from the correct internal document

Use cases

Where documents drive business processes

Legal & compliance

Contracts and policies

The contract portfolio and internal policies become queryable — the relevant clause surfaces in seconds, with a quote.

Technical teams

Technical documentation and ISO

Manuals, technical descriptions and ISO documents processed — answers reference the exact passage.

Management

Reports and quotes

Formatted reports, quotes and presentations generated with a consistent company identity.

Answers with source references

Answers come from your own documents, with a quoted source location — every statement can be verified.

The existing structure stays

The system builds on the file stores instead of replacing them — folder structure and workflows remain unchanged.

Permission-controlled access

Document access is filtered at user and company level, in an isolated company environment.

EU GDPR and your own AI context

Full EU GDPR compliance. The company builds its own AI context: your data never trains external large language models and is never passed to third parties — your business secrets remain yours for the long term.

FAQ

Worth clarifying

Which file stores can be connected?+

Dropbox, Google Drive and network shares (Samba), plus directly uploaded files. The existing folder structure stays — the system builds on top of it instead of replacing it.

Which file types does it process?+

PDF, Word, Excel and PowerPoint documents. Their content is processed and indexed automatically, so it can be queried with meaning-based search.

How do I know the answer is correct?+

Every answer comes from your own documents and includes a quoted source reference — file name and exact location. The statement can be verified in the original document with one click.

Who can access the documents?+

Access is filtered at user and company level, in an isolated company environment — everyone reaches only the documents they are entitled to.

Is our data used to train external AI models?+

No. The system operates with full EU GDPR compliance, and the company builds its own, isolated AI context. Your data never flows into the training of external large language models and is never handed to third parties — the company knowledge you build remains exclusively yours.

Start with a single folder

In the pilot we connect the first file store, process the documents, and show how much faster search and document creation become on your own material.