Documents & Folders
Analysing documents and folders with AI
Have Secretary read a set of files or whole folders and write one summary or analysis, then save or export it.
Step 1
Press Analyse
Instead of reading every report yourself, Secretary reads them all and writes one summary, or answers your own question about them. Open a folder and press Analyse in the toolbar. On a phone it is in the Document options menu. To summarise just one file, use Summarize on its page.
UploadStep 2
The Analyse window
Analyse Documents & Folders opens with the folder's name under the title, and Who has access for that folder below it. The fullscreen button gives it the whole window, with the file list and the options side by side.
Analyse Documents & Folders
Reports
Step 3
Choose the files
Under Select Documents, tick files, or press Select folder to take a whole folder; you can pick from outside the folder you are in too. Files you had selected in the list are ticked already. The count at the top says how many files are in, up to 250.
Analyse Documents & Folders
Reports
Step 4
Say what you want
Under Analysis Type, Custom is open first: describe what you want, for example Compare the risks in these reports. The clock button lists your recent prompts to reuse.
Analyse Documents & Folders
Reports
Claude Sonnet 5Step 5
Or use a preset
Presets has four ready styles: Simple, Executive, Detailed and Bulleted.
Analyse Documents & Folders
Reports
Claude Sonnet 5Step 6
Pick the model and effort
Model / Persona chooses which AI writes it, or a persona to write it in that persona's voice. The effort button sets how hard it thinks, as in chat.
Analyse Documents & Folders
Reports
Claude Sonnet 5Step 7
Big selections
From 50 files a note warns that quality can drop with large selections. It still works, but a focused set of files gives a sharper answer.
Analyse Documents & Folders
Reports
Claude Sonnet 562 files selected. Analysis quality may be reduced with large selections.
Step 8
Analyse
Press Analyse; the button shows how many files it will read. The answer is written below as it arrives, with a progress bar.
Overview
Step 9
Previous Analyses
Every analysis is kept under Previous Analyses. Press one to open it. The bar at the bottom says how many files it read. The buttons in its corner copy it, export it, or delete it. An analysis without a title shows its type as the title, just once. If the list cannot be fetched, it says Analyses could not be loaded. with Try again.
Previous Analyses(2)
Overview
6 docs · 18,420 tokens
Oct 12
Step 10
Export it
Export offers the same choices as a single summary. Download saves it as a Sec file, Word document or PDF. Generate with AI opens a chat that builds a proper Word document, PDF, spreadsheet or presentation from it, if you are allowed to save documents from chat. Save to Documents files it in a folder you choose.
Previous Analyses(2)
Download
Sec file (.md)
Word (.docx)
Generate with AI
Word document
PDF document
Spreadsheet
Presentation
Save to Documents
Overview
6 docs · 18,420 tokens
Oct 12Step 11
Delete one
Press the bin on an analysis. You are asked to confirm, and it cannot be brought back. In fullscreen, deleting moves on to the next analysis, or leaves fullscreen when none are left. If the delete fails, an error says so and the analysis stays. Analysing uses credits, like chat.
Delete Analysis
Try it in Secretary, or create an account to get started.
Related guides
Finding your way around Documents
The folder panel, Home and All Documents, views, columns, sorting and the details pane.
Uploading documents
Add files to the folder you have open, or let Secretary read them and sort them into folders for you.
Uploading a whole folder
Upload a folder from your computer with all its subfolders, keeping the same structure.