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Document.Bot

Document.Bot

Local-first AI workspace to find, reason, and draft across PDFs, Word docs, and spreadsheets.
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Document.Bot is a local-first AI workspace that indexes your local folders of PDFs, Word documents, Excel files, and notes. You can search across files, tag sources into AI prompts, and receive answers with clickable citations back to the original document. Choose from cloud AI providers, EU-hosted models, or local models like LM Studio and Ollama. The tool supports review workflows with Word comments, track changes, and reusable skills. It is designed for compliance, research, proposals, and sensitive document work.

Freemium
$19/month
Document.Bot screen shot

How to use Document.Bot?

Download the Document.Bot desktop app for macOS or Windows. Open a local folder containing your PDFs, Word docs, Excel files, and notes. The app indexes your files locally. Type a question or use @ to tag specific files or folders into the chat prompt. The AI assistant searches the workspace and returns answers with source citations. You can click on citations to open the exact PDF page, Word paragraph, or Excel cells. Use skills to guide the assistant with domain knowledge. Draft outputs can be reviewed before saving.

Document.Bot 's Core Features

  • Tag files into AI chat with @ for quick source attachment
  • Search across PDF, Word, Excel, Markdown by keyword or description
  • Source citations that link back to exact pages, paragraphs, or cells
  • AI provider flexibility: ChatGPT login, cloud APIs, EU-hosted, or local models
  • Word review mode: inspect comments and track changes with AI
  • Reusable skills to encode company procedures and review habits

    • Document.Bot 's Use Cases

  • Compliance and regulation review across policy documents
  • Proposal and operations work with multiple source files
  • Research and analysis folders with PDF libraries
  • Sensitive local documents with offline AI options
  • Meeting brief creation from meeting notes, feedback, and registers
  • Contract renewal gap analysis with source evidence

    • Document.Bot 's Pricing

    Beta Launch Access

    $49

    One-time beta access for local models, BYO API keys, or ChatGPT login.

    Starter

    $19/month

    Starter plan for solo document work with managed AI usage.

    Pro

    $99/month

    Pro plan for heavier document work, teams, and managed usage.

    Document.Bot 's FAQ

    Most impacted jobs

    Compliance Officer
    Legal Ops
    Regulatory Analyst
    QA Analyst
    Consultant
    Bid Manager
    Operations Manager
    Project Manager
    Researcher
    Analyst
    Policy Analyst
    Finance Professional
    HR Specialist
    EU Data Privacy Officer

    Document.Bot Youtube Reviews

    Document.Bot 's Tags

    #AI workspace#document AI#local-first#PDF search#Word AI#Excel AI#source citations#privacy-focused

    Document.Bot 's Alternatives