Find the people and companies in your documents
Category: Planning
Reads uploaded files or pasted text for people, companies and their roles, and gives you a stakeholder report you can act on.
Input Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
| Input Source | Dropdown | Yes | Choose how to provide the content for stakeholder analysis. |
| Upload File | File Upload | No | Upload a document containing stakeholder information (PDF, DOCX, DOC, TXT, XLSX, or CSV). |
| Paste Text | Text | No | Paste the text content containing stakeholder information (e.g., project directory, contact list,... |
| Default Access Level | Dropdown | Yes | Select the recommended access level for new project members (included in the report for reference). |
| Include Invitation Details | Boolean | No | Enable to include invitation recommendations in the report for stakeholders with valid email addr... |
| Suggested Invitation Message | Text | No | Optional message to suggest for invitation emails (included in the report). |
| Additional Context (Optional) | Text | No | Any additional context to help with stakeholder identification (e.g., project type, industry, kno... |
Parameter Details
Input Source
Choose how to provide the content for stakeholder analysis.
Options:
file_upload- Upload a filetext_paste- Paste text
Default: file_upload
Default Access Level
Select the recommended access level for new project members (included in the report for reference).
Options:
viewer- Viewer (read-only)member- Member (can contribute)admin- Admin (full access)
Default: viewer
Include Invitation Details
Enable to include invitation recommendations in the report for stakeholders with valid email addresses.
Default: True
Outputs
Summary
Type: Text/Markdown
Summary
Outputs
Type: Array
Outputs
Total Organisations
Type: Number
Total Organisations
Total People
Type: Number
Total People
New Organisations
Type: Number
New Organisations
New People
Type: Number
New People
Report Id
Type: String
Report ID
Completion Time
Type: String
Completion Time
Example Use Cases
Construction Project Directory
Example using pasted text from a project directory
Configuration:
- Input Source:
text_paste - Source Text: `Project Team:
Client: Acme Development Ltd
- John Smith (john.smith@acme.dev) - Project Director
- Sarah Jones - Project Manager
Architect: Smith & Associates Architects
- Michael Brown (m.brown@smitharch.com) - Lead Architect
- Emma Wilson - Senior Designer
Structural Engineer: BuildStrong Engineering
- David Lee (d.lee@buildstrong.com) - Principal Engineer`
- Default Access Level:
viewer - Send Invites:
True - Invite Message:
Welcome to the project team!
Meeting Minutes Upload
Example using file upload of meeting minutes
Configuration:
- Input Source:
file_upload - Default Access Level:
member - Send Invites:
False - Additional Context:
This is a kick-off meeting for a residential development project.
Tags: stakeholder · organizations · people · contacts · project-setup · team-management · analysis
Last updated: 2026-08-31