Use Cases: Find anything in seconds
Finance, Sales, Marketing and Product teams use Context Search AI to surface the right file, email or event instantly—no more “final_final_v3.pdf”.
Close books faster. Reduce audit headaches.
Instantly find invoices, POs, receipts, contracts, and policy docs across Drive, Gmail, Calendar & Docs. Validate the latest version and owner in one view.
Typical searches
- “invoice ACME 2023 pdf”
- “PO 4579 supplier:fin”
- “policy travel reimburse v2”
- “receipt Sep 14 taxi”
Outcomes
- Monthly close in fewer days
- Faster audit document pull
- Less duplication and errors
- Clear ownership for approvals
Version intelligence
Detects the latest “final” invoice or policy doc and suppresses older duplicates.
People & filters
Filter by owner, team, type, date and internal/external shares.
Governance
Find orphaned finance files and transfer ownership quickly.
Always the latest deck, pricing, or signed PDF—mid-call.
Stop hunting in Slack and old folders. Surface the right collateral by title, topic, owner, or date—then open it in one click.
Typical searches
- “Q4 pricing one-pager”
- “demo slides retail vertical”
- “MSA signed ACME”
- “case study fintech 2024”
Outcomes
- Less dead air on calls
- Higher win-rates with right asset
- Shorter sales cycles
- Cleaner hand-offs to CS
Topic search
Search slides by product, industry, or campaign—no perfect filename needed.
Latest version
Find “final” decks and hide outdated ones automatically.
Access shortcuts
Open, share, or request access without switching tabs.
Protect your brand. Find approved assets instantly.
Locate the right logo, fonts, templates, and brand kits. Detect externally shared or brand-unsafe files and fix them fast.
Typical searches
- “logo svg latest”
- “brand kit 2025 zip”
- “press release template”
- “ad creative v3 retail”
Outcomes
- Fewer off-brand assets in the wild
- Faster creative cycles
- Consistent visuals across teams
- Cleaner external sharing
Asset governance
Detect brand-unsafe or externally shared files; replace or revoke quickly.
Template discovery
Surface approved templates for PR, ads, blog, and campaigns.
Owner clarity
Know who owns each asset to request updates on the spot.
PRDs, release notes, runbooks—on demand.
Unify PRDs, specs, RFCs, support runbooks, and RCAs. Filter by team, owner, type and date to jump straight to answers.
Typical searches
- “prd notifications v2”
- “release notes 1.9.2”
- “runbook oauth 500 error”
- “RCA outage sep 14”
Outcomes
- Faster incident resolution
- Better hand-offs across squads
- Less re-work on features
- Knowledge stays central
Cross-tool context
Search across Drive, Gmail, Calendar & Docs to connect specs with discussions.
Freshness first
Latest-version detection ensures you’re not reading outdated PRDs.
Team filters
Slice by owner, squad, date, or type to get the right artifact fast.
Why teams choose Context Search AI
| Capability | Native Drive Search | Context Search AI |
|---|---|---|
| Unified across Drive + Gmail + Calendar + Docs | Partial | Yes |
| Version intelligence (find the latest “final”) | No | Yes |
| Risk lens (external shares, brand-unsafe assets) | No | Yes |
| Admin visibility (orphans, ownership) | Limited | Yes |
| Setup time | — | Minutes (OAuth) |