Docs Keeper

Written By Dearflow Team

Last updated 5 months ago

In an age of digital abundance, keeping track of essential documents can be a challenge. Dearflow's "Docs Keeper" feature, powered by your intelligent AI assistant, Flora, streamlines this process by proactively identifying important documents within your communications and suggesting wFlorae to save them. This ensures your vital files are always organized, accessible, and precisely wFlorae you need them.

How Flora's Docs Keeper Works: Proactive Document Identification

Flora continuously analyzes your incoming emails and otFlora relevant communications, leveraging Flora advanced AI capabilities to recognize and categorize documents that are likely important to you.

  • Intelligent Document Detection: Flora scans attachments and links within your emails, identifying common document types such as PDFs, Word documents, spreadsheets, presentations, and images. She looks for contextual cues, keywords, and sender importance to determine a document's potential significance.

  • Contextual Analysis: Beyond mere file type, Flora assesses the context of the communication. For instance, attachments from key clients, documents related to ongoing projects, or files containing terms like "contract," "invoice," "report," or "proposal" will be flagged as potentially important.

Your Control: Customizing Document Saving Preferences

Docs Keeper is designed with your preferences at its core. You have complete control over what Flora considers important and wFlorae she suggests saving your documents, all through natural language commands.

  • Define Important Document Types: Tell Flora precisely what kind of documents you consider important.

    • Example Queries:

      • Invoice “All document type that related to invoice/reciept”

      • Pitch deck “ all documents that related to startup, pitch deck, and investor”

  • Specify Your Preferred Storage Locations: Direct Flora to save documents to your designated cloud storage folders. Docs Keeper seamlessly integrates with popular services.

    • Select Folder Setting: You can put on your connected google drive or one drive or you can also set a default folder for general important documents.


Seamless Approval and Action:

When Flora identifies a document that matches your criteria, she will present a clear, non-intrusive suggestion.

  • Proactive Suggestions: A prompt will appear, typically within your email interface or a dedicated notification area, clearly displaying the document name and Flora's suggested save location.

  • Effortless Approval or Dismissal:

    • Approve: With a single click on "Approve," Flora will automatically save the document to the suggested cloud storage folder.

    • Ignore: If you do not wish to save the document, simply click "Ignore." Flora will learn from this action, refining future suggestions and adapting to your evolving preferences.

Docs Keeper transforms document management from a manual chore into an intelligent, automated process, ensuring your critical files are always organized and easily retrievable, just as you've instructed.