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Quick start: speak these

Send a PDF, image, or document to Notis.
Summarize this contract in five bullets.
What are the renewal terms hidden in this document?
Save the key takeaways to my Notes database.
Notis turns any document you send into an interactive knowledge source — no copy-pasting, no re-uploading.

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Chat-with-document workflow

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1. Send the document

Forward or attach a file directly in any Notis channel — WhatsApp, Telegram, iMessage, Slack, or email:
Here’s the contract our supplier sent over.
Forwarding the investor deck for review.
Adding the latest market report PDF.
Notis accepts PDFs, Word docs, spreadsheets, slides, plain text, and images. Once received, the document temporarily becomes the main context for the conversation.
Add an instruction in the same message to skip a round-trip — for example “Summarize this and pull out every commercial term.”

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2. Ask anything about the content

Treat the document like a knowledgeable colleague:
What’s the termination clause?
List every deliverable and its deadline.
Who are the stakeholders mentioned?
Translate the executive summary into French.
Notis answers from the document content, citing the relevant section or page when useful.

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3. Combine with your workspace

Pull in data from your connected tools alongside the document:
Compare this proposal with the one we sent last quarter (in my Documents database).
Cross-check these numbers against my CRM.
Match the action items to existing tasks in my Tasks database.
Notis blends document context with your workspace — the document stays in scope until you move on to a new topic.

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4. Bring the document back later

Reply to the original document message any time to reactivate its context:
(reply to the contract message) Remind me what the SLA was?
Notis re-loads the document into the active conversation. The same trick works for any past message — replying restores the context that was discussed at that point.

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5. Save the output

Persist anything useful:
Save the summary to my Notes database.
Create tasks for every action item in this document.
Add the contract details to my Contracts database.
Notis writes the structured output into the right database or tool based on what you ask for.

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Use it with Notion

Keep a Documents database in your workspace so Notis can file uploaded files and the notes generated from them:

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Automations

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Auto-summarize forwarded documents

Use this automation when you regularly forward contracts or briefs and want a clean summary filed every time.
  1. In the Notis portal, open the Automations tab and create a new automation.
  2. Set the trigger to Email Received with a dedicated address (or use a shared inbox label).
  3. Paste and adapt this instruction:
This way every forwarded file lands in your Documents database with a summary, without you lifting a finger after forwarding.

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Pro tips

  • One document at a time: Notis focuses on the most recent attachment. To compare two documents, ask a single question that references both.
  • Reply to bring context back: Even days later, replying to the original message reactivates the document’s context.
  • Use voice mode: While reading on the go, ask follow-up questions by voice — Notis will read its answer back to you.
  • Mix internal and external sources: “Use this PDF and my Brand Kit page.” Notis pulls from both at once.
  • Sensitive documents: Documents are processed in the conversation context only and aren’t permanently stored unless you explicitly save them to a database.