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Documents & reports

Turn source files into a document ready for review.

Analyze documents, compare information and create working material. Keep editing alongside the conversation, with versions and source context.

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GleykCreate and refineA
A

Prepare a proposal from the meeting notes. Include pilot stages and acceptance criteria.

Customer meeting.txtProposal template.docx
DOCXVersion 2 · preview
PROJECT / PROPOSAL

Pilot proposal

01 / Project objective

Evaluate search and answer preparation using the support team’s material.

02 / Pilot stages

Connect sources → configure the assistant → evaluate real questions.

03 / Acceptance criteria

Answers include sources. Access boundaries are checked. The process owner reviews the outcome.

Prepared from the meeting notes01
Acceptance criteria added. Previous version retained.
Illustrative workflow · sample data
01Create and refine

From meeting notes to a document ready for review.

Give your assistant source files and a brief. Create a Word document, refine the wording in conversation and revisit previous versions. Preview the result before handing it to a colleague.

GleykCreate and refineA
A

Prepare a proposal from the meeting notes. Include pilot stages and acceptance criteria.

Customer meeting.txtProposal template.docx
DOCXVersion 2 · preview
PROJECT / PROPOSAL

Pilot proposal

01 / Project objective

Evaluate search and answer preparation using the support team’s material.

02 / Pilot stages

Connect sources → configure the assistant → evaluate real questions.

03 / Acceptance criteria

Answers include sources. Access boundaries are checked. The process owner reviews the outcome.

Prepared from the meeting notes01
Acceptance criteria added. Previous version retained.
Illustrative workflow · sample data
02Workbooks you can build on

Bring scattered terms into one workbook.

Compare proposals, extract terms from files and prepare an Excel workbook for your team. The assistant creates and updates the workbook so you can review the data and keep working in a familiar format.

GleykWorkbooks you can build onA
A

Compare supplier proposals: delivery, support and payment terms.

Proposal A.pdfProposal B.pdf
Proposal comparison.xlsxXLSX
ABC
1CriterionSupplier ASupplier B
2Delivery20 business days30 business days
3SupportBusiness hours24/7
4PaymentAfter delivery30% upfront
5To clarifyRenewal costOn-site terms
ComparisonData from sources
Illustrative workflow · sample data
03Team workflows

Shared knowledge and assistants. Access on your terms.

Give your team access to the relevant knowledge base and a configured assistant. People work from common material and hand documents and findings to the responsible reviewers.

GleykTeam workflowsA
A

Prepare an onboarding guide using the team’s material.

Shared policiesTraining material

The team’s workspace

Support knowledge base

Read · support team

Team assistant

Sources and instructions configured

Employee guide.docx

Prepared for the team lead’s review

Within configured permissions and connections
Illustrative workflow · sample data
The path to an outcome

A clear sequence of work.

Define sources, permissions and review checkpoints before the workflow runs.

  1. 01

    Add source files

  2. 02

    Describe the deliverable

  3. 03

    Edit and review

  4. 04

    Export the result

The outcome

For example: a proposal draft, a comparison of terms or a research report.

Deployment considerations

Configured for your data and rules.

Results require author review. Complex source layouts and recognition quality affect data extraction.

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Explore what connects
AI assistantResearch & analysisSales
Start with your work

Bring us a workflow. Let’s see what AI can do.

Tell us about your team’s task and systems. Together we’ll scope a pilot and decide how to evaluate the result.

Discuss my workflow