Auto-Analyze Organization Information from Documents
Let the AI analyze your uploaded documents to automatically extract company information, organizational structure, and stakeholder details. This populates your Companies and People sections automatically, saving manual data entry time.
This guide is designed for construction-professional.
Steps
Step 1: Upload documents with organizational data
Upload documents that contain company or organizational information. This includes: contracts (identifying contractors and consultants), organizational charts, stakeholder lists, organizational structures, company letterheads, and team rosters. The AI will analyze these documents for company and contact information.
Documents can be PDF, Word, image scans, or spreadsheets.
Step 2: Enable document analysis
Ensure document analysis is enabled in your project settings. Go to Settings → Project Settings and confirm Enable AI Document Analysis is toggled on. This allows the system to automatically process uploaded documents for structured data extraction.
Document analysis may take 30-60 seconds per document depending on size.
Step 3: Wait for analysis to complete
After uploading documents, the system begins analyzing them. You'll see a progress indicator in the Pending Documents tab. Once analysis completes, the document status changes to "Analysis Complete" and newly extracted data appears in Companies and People tabs.
Larger documents take longer. You can continue working while analysis runs.
Step 4: Review auto-detected companies
Navigate to the Companies tab and look for entries with an "Auto-detected" badge. These are companies extracted from your uploaded documents. Review the extracted information: company name, type, location, and contact details. These are based on document analysis.
AI analysis may require corrections - review for accuracy and completeness.
Step 5: Verify and edit company information
Click on an auto-detected company to review and edit its information. Verify the company name is correct, location is accurate, and roles are appropriate. Edit any incorrect details. You can add additional roles or modify company type if the AI analysis wasn't 100% accurate.
The more documents you analyze, the more complete your company database becomes.
Step 6: Review auto-extracted people
Navigate to the People tab and look for "Auto-extracted" entries. These are individuals identified from documents like organizational charts or stakeholder lists. Review names, titles, and associated companies. Edit if any information needs correction.
People extracted from documents may have incomplete information - you can fill in details later.
Step 7: Link organizations to documents
The system automatically creates links between extracted organizations/people and their source documents. You can view which documents contributed to each company or person's profile. This helps you understand data lineage and verify accuracy against the source.
These links help track where organizational data came from.
Step 8: Use extracted data for reporting
The auto-extracted companies and people are immediately available for use in project reports. When creating organizational charts or stakeholder documents, the pre-populated data saves time. You can filter reports by extracted roles or companies.
The more documents you analyze, the richer your project data becomes.
Video Tutorial
Last updated: 2025-12-08