Use Case
AI That Reasons
Over Your Documents
Stop juggling 47 browser tabs. RetrieveIt's Advanced Mode doesn't just find documents — it applies AI reasoning to synthesize insights, draw conclusions, and generate analyses that don't exist in any single source. Plus conversation memory that persists across sessions.
Research Is Harder Than It Should Be
Finding information is easy. Synthesizing it across sources and remembering what you found? That's the hard part.
Research means 47 browser tabs
You're synthesizing information from emails, docs, reports, and meeting notes. Each source is in a different tool. You copy-paste into a Google Doc, trying to keep track of where everything came from.
"What was that thing I found last week?"
You found a key insight three days ago. Now you need it. But you can't remember which document, which folder, or which search led you there. So you start over.
Analysis takes days, not hours
The actual thinking takes 20% of the time. The other 80% is finding documents, cross-referencing sources, and manually pulling together information from scattered systems.
Starting from scratch every time
Your colleague did similar research last quarter. Another team explored this topic last year. But you can't find their work, so you duplicate the effort. Again.
Built for Deep Research
Not just search. A research assistant that understands context and builds knowledge over time.
Conversation Memory
RetrieveIt remembers your research session. Reference findings from earlier in your conversation. Pick up where you left off days later.
Multi-Source Synthesis
Pull insights from emails, documents, meeting notes, and reports. Get a synthesized answer with citations to every source.
Advanced Mode Analysis
Go beyond retrieval. Advanced mode applies AI reasoning to your documents — comparing, analyzing patterns, drawing conclusions, and generating insights your docs don't explicitly state.
Draft Generation
Generate first drafts of reports, summaries, and analyses. The AI combines your documents with its own knowledge to create polished starting points.
AI Reasoning + Your Documents
Standard search finds documents. Advanced mode goes further — applying AI reasoning on top of your data to analyze, compare, and generate insights that don't exist in any single document.
What Standard Mode Does
- →Finds relevant documents quickly
- →Returns answers with source citations
- →Great for factual lookups and quick questions
What Advanced Mode Adds
- ✦Synthesizes insights across multiple sources
- ✦Applies AI reasoning to draw conclusions
- ✦Generates drafts, analyses, and recommendations
- ✦Combines your data with AI knowledge
Example: Advanced mode query
"Based on our customer feedback and support tickets, what are the top 3 product improvements we should prioritize and why?"
→ Advanced mode doesn't just find feedback docs. It analyzes patterns across sources, weighs frequency and severity, considers business context, and generates a prioritized recommendation with reasoning.
Research That Builds on Itself
Each question builds understanding. Each session builds on the last.
Ask Your First Question
Start with what you're trying to learn. RetrieveIt searches across all your connected sources and synthesizes an answer with citations.
Dig Deeper
Ask follow-up questions. Reference what you just learned. RetrieveIt remembers the conversation context and builds on previous findings.
Synthesize & Generate
Ask for summaries, comparisons, or draft outputs. Get a starting point for your deliverable based on everything you've researched.
Come Back Later
Return to your conversation days later. RetrieveIt's memory persists, so you can pick up exactly where you left off.
Multi-Turn Research Sessions
See how teams use RetrieveIt to build understanding over multiple queries.
What do we know about Acme Corp from sales calls and customer feedback?How does that compare to what we learned about Beta Inc?Based on all of this, what are our key competitive advantages?Build understanding across multiple conversations. Each query builds on the last. Get a synthesized analysis with citations to sales notes, customer calls, and market research.
What was the discussion around adding multi-language support?What were the main concerns raised?What did customers say about this in support tickets?Find the original PRD, engineering estimates, stakeholder feedback, and customer requests — understand the full context before revisiting the decision.
What were our key wins and metrics from Q3?Pull the customer stories from sales and marketingDraft an executive summary combining all of thisSynthesize information from sales reports, marketing updates, product releases, and customer success stories into board-ready materials.
What similar projects have we done in the healthcare space?What were the key learnings and outcomes?Generate a case study summary I can shareFind relevant past engagements, project outcomes, and lessons learned. Generate client-ready materials based on your firm's actual experience.
Research Across All Your Sources
Connect your tools once. Research across everything.
Google Drive
LiveResearch docs, reports, analysis, presentations
Confluence
LiveMeeting notes, project docs, decision records
Gmail
LiveEmail threads, stakeholder communications, feedback
SharePoint
LiveReports, policies, historical documents
Outlook
LiveEmail correspondence, meeting notes, attachments
OneDrive
LivePersonal research files, drafts, working docs
Your Research Stays Private
Research often involves sensitive information — competitive analysis, strategic planning, confidential data. RetrieveIt keeps it secure.
- Conversations are private to your organization
- Your data never trains AI models
- Encrypted in transit and at rest
- Role-based access controls
Instead of starting from scratch:
"What did we learn about this last time?"
RetrieveIt remembers. You pick up where you left off.
Research Smarter, Not Harder
Stop juggling tabs and losing context. Get a research assistant that remembers everything.