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Ask questions across your files

A data room just landed: financial statements, contracts, board minutes. Before building any table, you can simply ask. In this recipe you upload the documents to Files, let Quanty read them, and question the whole set in chat, with every answer backed by citations that open the exact page.

What you need: a set of documents (PDF, Word, Excel and the like), a paid plan with credits for the chat, and a few questions you would otherwise spend an afternoon answering.

Step 1: Upload the documents

Open Files and click Upload. In Upload File, add files with Choose File, or a whole folder with Choose Folder to keep its structure, and leave Analyze with AI on so the files are read. A tray shows the progress, with Retry failed for files that did not make it.

Uploading to Files.
The Upload File dialog: drag and drop or browse, Choose File and Choose Folder

Step 2: Wait until they are read

After the upload Quanty reads each file: it takes out the text and tables and indexes them for search. A file shows Processing while this runs, then Ready; a file that could not be read shows Failed with the reason and Retry. Only files that were read can be searched and quoted. See Files.

Step 3: Decide who sees them

By default a file is visible to Everyone in the organization. For sensitive parts of the data room, open the file's sharing and choose Only me ("Just the uploader and organization admins") or Specific people with Can view or Can manage. The chat finds only the files the person asking may open. See Sharing files.

Step 4: Ask

Press Ctrl+K (⌘K on a Mac) anywhere to open the chat, and ask a real question:

What customer concentration risks are mentioned anywhere in these documents?

The assistant searches your files (by meaning and by exact words), reads the best passages and writes the answer.

To ask about one file, use Ask Quanty on it in Files: the chat opens with the file attached and "What's in this file? Summarize the key points." ready to send. You can also drag files into the chat: "Drop to ask Quanty about these files".

Step 5: Check the citations

Answers come with citations: page references you can click to open the document with the passage highlighted. The chat reminds you that the AI can make mistakes; check a number on its page before you rely on it.

Step 6: Narrow or widen the question

  • Attach specific files to ask only about them.
  • Open the chat next to a table to combine the documents with the table's data.
  • Speak instead of typing with Record voice message; the recording is turned into text in the message box.

Step 7: Turn findings into a table

When an answer is worth keeping, ask the assistant to write it down:

Add these findings as rows of a new table called "Red flags".

From there, continue with Extract data from PDFs to pull the same fields out of every document.

Where to go next