Example prompts
Questions and requests to try, grouped by what you want to do.
| To | Try |
|---|---|
| Get oriented | What can DocFlo do for me? · List my projects |
| Pick a project | Use project Finance FY26 |
| Ask a question | What are the payment terms in the supplier agreement? |
| Compare documents | How did dealer incentive spend change between the Q1 and Q2 reviews? |
| Summarise | Summarise the latest documents in my project |
| Find a file | Find documents with budget in the name |
| Follow up | And who approved it? |
| Connect a source | Connect my OneDrive to this project |
| Add files | Show my OneDrive folders → Add the Contracts folder |
| Check progress | How is the sync going? |
| Open a saved report | Show saved reports in this project |
| Start a project | Create a project called Legal Contracts |
Name the project when it matters
If you work across several projects, naming the project in the question is the quickest way to be sure the answer comes from the right documents.