Sales
Sales work on current material
Proposal templates, customer briefings and sales documents can become context for answers and preparation.
- Compare proposal templates
- Summarize customer briefings
- Explain sales documents
Company knowledge
Google Drive and SharePoint are not integration checkboxes. They are the path to internal AI: assistants that work with real documents instead of giving generic answers.
Files become work context
Teams can build assistants for sales, HR, support, operations or management. Employees no longer ask: where is the file? They ask 2342.ai and work with approved company context.
Sales
Proposal templates, customer briefings and sales documents can become context for answers and preparation.
HR and policies
New employees can ask about policies, process documents and internal notes instead of searching drives.
Operations
Knowledge sources become the base for recurring summaries, checks and management updates.
Use cases
Connect a Drive folder or SharePoint area with team and role logic.
Sales, HR, support or management get clearly scoped knowledge assistants.
Reports, checks and summaries can later run on schedule.
Technically, RAG can be part of it. For buyers, the point is that company knowledge becomes usable in daily work.
Yes. The knowledge base belongs inside team, role and approval logic, not in an open file crawler.
Because buyers do not search for vector databases. They search for an answer to: how can employees use our real documents with AI?