Organize sources
Bring relevant documents into a repository and define who needs access. Preserve document context and provenance when preparing information.
Knowledge and documents
Find answers with document references, extract structured fields and compare document versions. Choose the right AI workflow for reports, contracts and business files.
THE CHALLENGE
Useful information is spread across reports, contracts and different file formats. Finding a paragraph, checking a clause or copying fields into a table takes time and complicates traceability. These tasks do not all call for the same kind of query.
FROM DATA TO DECISION
Bring relevant documents into a repository and define who needs access. Preserve document context and provenance when preparing information.
Use knowledge retrieval for questions with source references. For repeated fields across many documents, define structured extraction that can be reviewed and reused.
Check answers against source passages, inspect extracted values and connect results to the process. Document comparison supports reviewing changes between versions.
A RAG repository retrieves relevant context for a language model to prepare an answer. Document extraction produces structured fields; comparison identifies changes. Choosing the right workflow avoids asking conversational search to perform systematic extraction.
DOCUMENT AI / FROM SOURCES TO ACTION
Searching a collection, extracting repeated fields and comparing versions solve different document problems. The first step is to identify the output your team needs: a supported answer, a structured record or a review of changes. NextBrain provides distinct workflows for those tasks so people can check the result against the original source.
| Workflow | Best suited to | Output to review |
|---|---|---|
| Knowledge search with RAG | Asking questions across a collection of reports, policies or reference documents. | An answer with document references and the relevant source passages. |
| Structured document extraction | Collecting the same defined fields from a set of documents. | A consistent set of values, with missing or ambiguous information reviewed. |
| Document comparison | Understanding what changed between two versions of a document. | Differences that a reviewer can inspect in the context of both versions. |
ILLUSTRATIVE WORKFLOW
Consider a team receiving an updated supplier contract. They need to locate the existing terms, capture key fields and understand what changed. This illustrative workflow combines the relevant document capabilities without treating an AI answer as a completed legal review.
Search the approved reference collection for the existing agreement or policy. Open the cited passage to confirm the answer refers to the correct document and version.
Specify fields such as supplier name, contract dates and payment terms. Review extracted values against the document, including items that are absent, unclear or spread across multiple sections.
Review the previous and revised documents together. Inspect the differences that matter to the process, rather than relying only on a generated summary of the change.
Keep the source versions and the team’s reviewed findings together. The responsible person decides which changes need clarification or follow-up.
Retrieval-augmented generation (RAG) finds relevant document context for a language model to use in an answer. Structured extraction focuses on defined fields, while document comparison helps inspect changes between versions. Source references help the reviewer locate evidence; their presence alone does not establish that an answer is correct.
The contract workflow is illustrative. Format coverage and document quality need to be checked with representative files, and material findings need review by the responsible team.
Evaluate source support, extraction correctness and end-to-end review effort. Include difficult documents and questions whose answers are absent from the repository.
RAG suits knowledge exploration and questions. Extraction suits retrieving the same fields from many documents in a consistent structure.
The repository interface exposes references and document passages. Evaluation should verify that those references actually support the answer.
Yes. A workflow can locate reference information, capture defined fields and review differences between document versions. Each output should be checked against the relevant source.
Use representative files, known-answer questions, missing-answer questions, field-level extraction checks and meaningful version changes. Review the full process, including the time needed to check outputs.
Tell us which decision is difficult, what data you have and which constraints matter. We will review how the approach fits your problem.