Connecting your company data
A customer asks about the delivery time for a specific product reference, or a new employee looks for the returns procedure. Rather than digging through scattered files, you want an answer grounded in your own documents, catalogue and history.
How to go about it
- 1 Gather your useful sources: procedures, catalogue, product sheets, quote templates, customer history.
- 2 Choose a professional plan that lets you import or connect your documents, and leave out any file containing sensitive data.
- 3 Import a small first batch, then ask your business questions to check how accurate the answers are.
- 4 Correct or complete the source documents whenever an answer is imprecise, then gradually widen the scope.
Best-fit tools
Claude is a good fit for working with long and numerous documents thanks to its large context and careful analysis; Copilot is relevant if your files already live in Microsoft 365, and Le Chat, built by the French company Mistral AI, is worth considering when the sensitivity of data in the EU comes first, provided you check the hosting terms of the plan you choose.
Watch out for
Connecting AI to your internal documents means entrusting company data to a third-party service: stay on a professional plan, check the terms for processing and retaining data, and do not feed it personal data or confidential information without a suitable framework.
With iokoo
The iokoo assistant helps you prepare your sources, frame your business questions and spot what should not be exposed. Our certified experts scope the perimeter, verify that the processing is compliant and secure the setup, for reliable answers with no nasty surprises.