AI search across organisational documents
Upload or sync documents and ask questions in plain English to get answers drawn from your own files.
DocuSmart AI
DocuSmart AI is a cloud-connected document search tool for nonprofits and civil society organisations. It searches existing files in Google Drive, OneDrive, and Dropbox and returns citation-backed answers for reporting, compliance, and grant work.
Overview
DocuSmart AI is an AI-powered document search tool built for nonprofits and civil society organisations. It lets teams search grant files, funder reports, board minutes, policies, and programme documents in plain language and receive cited answers from their own material.
The product is designed to sit on top of existing cloud storage rather than replace it. It connects to Google Drive, OneDrive, and Dropbox, and the site says answers are backed by source citations so teams can verify information before using it in reporting, compliance work, or grant writing.
Core features
Source citations on every answer
Each answer includes citations that link back to the exact source document and section, so users can verify where a response came from.
Cloud storage connectors
Connect through OAuth 2.0 to Google Drive, OneDrive, or Dropbox without moving files into a new system.
Change checking against live sources
When source documents change or external rules update, DocuSmart checks for differences and highlights what is still accurate and what needs attention.
Revision workflow with review control
If content needs updating, the product can generate a revised version, show proposed changes, and let the user approve and download a clean copy.
Team and security controls
The pricing page lists Slack /ds search commands, team analytics on higher tiers, and read-only handling with encryption and per-user data isolation.
Typical use cases
Grant writing and proposal preparation
Grant writers can retrieve previous applications, funder-specific language, impact metrics, and budget narratives without searching through multiple drives and inboxes.
Reporting and proposals
Programme managers and leadership teams can compile board reports, annual updates, and funder submissions from scattered records while keeping citations for audit trails.
Keeping policies and guidance current
Operations teams can check whether internal policies, compliance documents, or funder guidance still reflect current requirements before relying on them.
Onboarding and internal knowledge lookup
New staff can ask questions against organisational documents from day one, which reduces time spent locating historical context from colleagues.
Sensitive document search
Teams working with sensitive records can use the read-only, isolated search workflow to look up beneficiary data, donor records, and other confidential material without moving files.
Pros and Cons
Pros
- Searches the organisation’s existing files instead of requiring migration to a new document system.
- Provides citations back to the exact source document and section for verification.
- Supports common cloud storage services, including Google Drive, OneDrive, and Dropbox.
- Includes read-only access and per-user/per-organisation data isolation, which the site presents as part of its security model.
- Offers a review step before any revised document is downloaded.
Cons
- The public pages do not provide a complete feature-by-feature specification for every supported workflow.
- Some file-format support is still in progress, so not every common document type is confirmed as available yet.
- The strongest nonprofit-specific pricing and workflow details are clearer than the SME details in the rendered text.
FAQ
How does DocuSmart connect to my cloud storage?
DocuSmart connects through OAuth 2.0 to Google Drive, OneDrive, and Dropbox. The connection is read-only, so it indexes your files without modifying, moving, or deleting them.
What file types does DocuSmart support?
The source text confirms support for PDFs, Google Docs, Google Sheets, Google Slides, and Microsoft Word documents. It also says support for Excel spreadsheets, PowerPoint presentations, and plain-text files is actively being worked on, so those formats may not be available yet.
Is my data used to train AI models?
The site says documents are never used to train AI models and that data is isolated per organisation and per user. It also mentions encryption at rest and in transit, with GDPR-oriented handling.
How accurate are the AI answers?
Answers are designed to include citations back to the source document and section. The site positions this as important for grant reporting, audits, and board governance.
Is DocuSmart only for nonprofits?
Yes. The pricing page includes a dedicated SME & Businesses area, and the FAQ list also asks how DocuSmart helps small businesses. The current rendered text does not provide the full SME feature breakdown on the FAQ page itself.
Quick Facts
- Category
- AI document search
- Primary audience
- Nonprofits and civil society organisations
- Platforms / connectors
- Google Drive, OneDrive, Dropbox
- Delivery model
- Cloud-connected document search
- Pricing signal
- Paid plans from €150/month are listed for nonprofit use
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