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DOCUMENTS

Create, manage, and
AI-generate documents

Generate professional proposals, contracts, pitch decks, and investor updates from a single prompt. Plus upload anything, let AI process it, and find what you need instantly.

Free to start · No credit card required · 30-second setup
CAPABILITIES

What can DataEase AI Documents do?

Generate professional business documents with AI, upload and organize any file, and find anything instantly.

AI Business Documents

Generate proposals, contracts, SOWs, reports, one-pagers, and investor updates from a natural language prompt. AI pulls data from your CRM, brand strategy, and dashboard metrics to produce brand-consistent, data-enriched documents.

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AI Pitch Deck Generator

Create investor-ready pitch decks with 12–15 AI-generated slides. Live data bindings auto-update when your CRM pipeline, traction metrics, or brand positioning changes. Export to PPTX or share via branded URLs.

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Upload Any File Type

PDFs, images, spreadsheets, presentations, documents, and more. Drop any file and DataEase AI handles the rest.

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AI Processing on Upload

AI automatically analyzes, extracts text, and indexes every file the moment it's uploaded - no manual tagging required.

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Full-Text Search

Find anything instantly with powerful search across all your documents. Search inside PDFs, images, and every indexed file.

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Smart Filters & Tags

Organize with tags, folders, and AI-suggested categories. Filter by type, date, or custom labels to find what you need fast.

Star & Share

Star important files for quick access. Share documents across your workspace with granular permissions and collaboration.

AI Context for Automations

Documents feed context to AI automations across other DataEase AI apps - powering smarter emails, pages, and workflows.

CONNECTED

How do Documents connect to other apps?

Documents provide context for AI across the entire DataEase AI platform.

Your documents power every AI action

When AI drafts emails in CRM, creates pages, or suggests automations, it can reference your documents for context. And with AI business document generation, your CRM deals become proposals, your dashboard metrics feed investor updates, and your brand strategy styles every output.

Proposals, contracts, pitch decks, investor updates, brand guidelines, product specs — all generated, organized, and accessible to AI across every DataEase AI app.

Proposals Contracts Pitch Decks Investor Updates Brand Guidelines SOWs & Reports
PLATFORM

Explore all DataEase AI apps

Seven integrated apps, one unified workspace. Documents is just the start.

FAQ

Frequently asked questions

What business documents can AI generate?

DataEase AI generates six business document types: proposals, contracts, statements of work (SOWs), reports, one-pagers, and investor updates. Describe what you need in plain English and AI produces a structured, brand-consistent document that pulls live data from your CRM deals, dashboard metrics, and brand strategy. Each document follows a draft → review → send → accepted/rejected workflow.

How does the AI pitch deck generator work?

The pitch deck generator creates 12–15 investor-ready slides using your company data, brand strategy, and CRM pipeline. Each slide has live data bindings — when your traction numbers or competitive landscape changes, affected slides flag themselves as stale with a grouped diff. Free data refreshes update the numbers; optional AI rewrites re-craft the narrative. Export to PPTX or share via branded public URLs.

What file types can I upload?

Any file type: PDFs, images, spreadsheets, presentations, Word documents, and more. DataEase AI processes each type differently - extracting text from PDFs, analyzing images, parsing structured data from spreadsheets - so every file is fully searchable and AI-ready.

How does AI process documents?

On upload, AI extracts text, analyzes content, generates summaries, and indexes everything for full-text search. It also suggests tags and categories based on the content, so your files are organized automatically without any manual effort.

Can documents feed AI automations?

Yes, documents provide context to AI across all DataEase AI apps - for drafting emails, creating content, and powering workflows. When AI writes a follow-up email or builds a landing page, it can reference your uploaded documents for accuracy and tone.

Is there a storage limit?

Generous storage on every plan. The free tier includes enough for most startups to store their essential documents - pitch decks, brand guidelines, product specs, and more. Paid plans scale with your needs as your document library grows.

Ready to organize your startup's knowledge?

Upload your first file and let AI do the rest. DataEase AI Documents keeps everything searchable, organized, and ready for action.