Interact with Documents and Extract Knowledge
Once you have connected a document, you can use Athena in Chat to interact with it and extract relevant information.
Open a document
To open a document, click on it and select "Chat" in the sidebar on the right.
Use in-context actions
Once you open a document, you can click on suggested actions above the input bar to kick off the document exploration. Use "Summarize" to get a high-level overview and "Explore" to have Athena create a document outline.
Retrieve information from a document
Once you know what information you can extract from a document, you can ask Athena to retrieve it for use elsewhere.
Example: Extract growth drivers for Tesla from its 10-K report.
Attach reports and cross-reference information
Athena can leverage the document context to enrich or cross-reference its contents with information from any Athena report. Here are some example use cases:
Set up a template structure of questions and formatting for the knowledge you want to extract from a document.
Fact-check a report you're writing with the data points from a document.