Tutorial: Research & Summarization
Goal: Analyze a lengthy PDF report and extract key findings using a Space. Level: Intermediate Time: 5 minutes
┌─────────────────────────────────────────────────────────────────────────┐
│ RESEARCH WORKFLOW WITH SPACES │
├─────────────────────────────────────────────────────────────────────────┤
│ │
│ ┌──────────────────────────────────────────────────────────────────┐ │
│ │ │ │
│ │ STEP 1: CREATE SPACE STEP 2: ADD DOCUMENTS │ │
│ │ │ │
│ │ ┌──────────────────┐ ┌──────────────────┐ │ │
│ │ │ New Space │ │ Space: Q3 Analysis│ │ │
│ │ │ Name: Q3 │ ───▶ │ │ │ │
│ │ │ Analysis │ │ [PDF] Q3 Report │ │ │
│ │ │ │ │ [=====> ] 60% │ │ │
│ │ │ [Create] │ │ Indexing... │ │ │
│ │ └──────────────────┘ └──────────────────┘ │ │
│ │ │ │ │
│ │ ▼ │ │
│ │ STEP 3: ASK QUESTIONS STEP 4: GET GROUNDED ANSWERS │ │
│ │ │ │
│ │ ┌──────────────────┐ ┌──────────────────────────────┐ │ │
│ │ │ "What was the │ │ ANSWER (with sources): │ │ │
│ │ │ North American │ ───▶ │ │ │ │
│ │ │ revenue for Q3 │ │ "According to page 23 of the │ │ │
│ │ │ and how does it │ │ report, North American │ │ │
│ │ │ compare to Q2?" │ │ revenue was $5.2M, a 12% │ │ │
│ │ │ │ │ increase from Q2 ($4.6M)." │ │ │
│ │ │ [Ask Space] │ │ │ │ │
│ │ └──────────────────┘ │ Source: Q3_Financial_Report │ │ │
│ │ └──────────────────────────────┘ │ │
│ │ │ │
│ └──────────────────────────────────────────────────────────────────┘ │
│ │
└─────────────────────────────────────────────────────────────────────────┘
Scenario
You have a 50-page "Q3 Financial Report.pdf" and you need to answer specific questions about it without reading the whole thing.
Step 1: Create a Space
- Open Dashboard > Spaces.
- Click New Space.
- Name it: "Q3 Analysis".
- Drag and drop your PDF into the Space.
- Wait for the "Ingestion Complete" status.
Step 2: Set Context
- Ensure "Q3 Analysis" is selected as the Active Space in the Dashboard.
Step 3: Ask Questions
- Open Rephlo (Hotkey or Tray) without selecting any text (Standalone Mode).
- Type your question in the input box:
"What was the total revenue for the North American region, and how does it compare to Q2?"
- Run the command (or use a generic "Ask Space" command).
Step 4: Analyze Output
Rephlo will include the full PDF content in the AI prompt, and the AI will analyze it to generate an answer:
"According to the report, North American revenue was $5.2M, which is a 12% increase from Q2 ($4.6M)."
Step 5: Verify
Check the History detail to see the full prompt sent to the AI, including the Space content that was included for context.