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Workflows

This section provides step-by-step guides for common tasks.

Workflow 1: Ask Grounded Questions on Uploaded Documents

Goal

Get traceable answers tied to your source material.

Steps

  1. Upload documents
  2. In Sources, click + Quellen hinzufügen
  3. Select PDFs, DOCX, or other files

  4. Wait for ingestion

  5. Select sources

  6. Mark uploaded files with checkboxes

  7. Ensure at least one source is selected

  8. Ask a focused question

  9. In Chat, enter your question

  10. Be specific about what you need

  11. Review the answer

  12. Check source citations

  13. Expand Agent Actions if needed

  14. Save the best answer

  15. Click In Notiz speichern
  16. Note appears in Notes section

Result

You have a traceable answer tied to selected material, saved for future reference.

Workflow 2: Build a Report Draft from Collected Evidence

Goal

Create a structured report from multiple sources.

Steps

  1. Import sources
  2. Upload relevant files
  3. Use connectors for external content

  4. Select all relevant sources

  5. Generate summary

  6. In Chat, open Zusammenfassung aller Quellen
  7. Click refresh to generate

  8. Review the summary

  9. Open Studio

  10. Navigate to Studio panel

  11. Select Bericht template

  12. Customize output

  13. Open template menu
  14. Set language and tone

  15. Add extra prompt with focus areas

  16. Generate and export

  17. Click generate button
  18. Review output in Studio-Ergebnisse
  19. Download for external editing

Result

Report-style draft you can refine in external tools.

Workflow 3: Convert Insights into Presentation-Ready Structure

Goal

Create a slide deck outline from your research.

Steps

  1. Prepare source set
  2. Select relevant documents

  3. Ensure key findings are captured

  4. Chat for key points

  5. Ask for main themes
  6. Request bullet points

  7. Save important responses as notes

  8. Use Präsentation template

  9. Open Studio
  10. Select Präsentation template

  11. Set language and style

  12. Generate output

  13. Click generate

  14. Review slide outline

  15. Export and refine

  16. Download the output
  17. Transfer to presentation software
  18. Add visuals and formatting

Result

Rapid first draft of slide flow ready for refinement.

Workflow 4: Manage Long-Running Project Memory

Goal

Keep assistant behavior clean and relevant over time.

Steps

  1. Review memory entries
  2. Open Account page

  3. View stored memory items

  4. Delete outdated entries

  5. Select irrelevant memories
  6. Click delete selected

  7. Or clear all if needed

  8. Keep useful context

  9. Leave entries that help
  10. Remove noise and outdated info

Result

Cleaner assistant behavior and reduced noise in responses.

Workflow 5: Multimodal Analysis

Goal

Combine text, images, and audio in one analysis.

Steps

  1. Upload image
  2. In Chat, click image icon

  3. Select image file

  4. Add audio context

  5. Click audio icon
  6. Record or upload audio

  7. Review transcription

  8. Enter prompt

  9. Ask about both image and audio content

  10. Request specific analysis

  11. Review response

  12. Check image analysis

  13. Verify audio context integration

  14. Save result

  15. Save as note for reference

Result

Comprehensive analysis combining multiple input types.

Workflow 6: Quick Research Synthesis

Goal

Rapidly synthesize information from multiple sources.

Steps

  1. Select diverse sources
  2. Choose documents from different perspectives

  3. Include primary and secondary sources

  4. Generate all-sources summary

  5. Use summary feature

  6. Review key themes

  7. Ask synthesis question

  8. Request comparison or synthesis

  9. Ask for conflicting viewpoints

  10. Generate infographic

  11. Use Infografik template
  12. Visualize key findings

Result

Quick synthesis with visual output for sharing.

Workflow 7: Podcast Script Creation

Goal

Create a podcast script from research material.

Steps

  1. Prepare content
  2. Select source documents

  3. Generate summary for context

  4. Open Studio

  5. Select Podcast template

  6. Set language and tone

  7. Customize for your format

  8. Add extra prompt with:

    • Episode length
    • Target audience
    • Key topics to cover

  9. Generate and review

  10. Create script
  11. Edit as needed

Result

Podcast script ready for recording.

Tips for All Workflows

Before Starting

  • Clear irrelevant selections
  • Verify API connectivity
  • Check source quality

During Work

  • Save important outputs immediately
  • Use notes for intermediate results
  • Check citations for accuracy

After Completion

  • Export final outputs
  • Clean up temporary notes
  • Document your process

Next Steps