Nov 13, 2024

Collections upgrade: Use File Bundles in V7 Go

Collections upgrade: Use File Bundles in V7 Go

File Bundles are now live in Go. This functionality is built for use cases where you need to work with a unit of data (a company, a checklist, an email with multiple attachments) which includes multiple files, such as:

  • Company analysis where a single company consists of a pitch deck, accounts files, and interview transcripts

  • Financial reports with supporting documentation and regulatory filings

  • Insurance claims with policies, damage photos, written reports, and scanned forms

For instance, say you’re working with a company profile that consists of multiple files: simply add the pitch deck PDF, financial CSVs, and any other relevant documents into a single bundle/collection. This allows you to group multiple files under one cohesive unit.

Additionally, you can apply filters to specify which files within a collection/file bundle should be analyzed with AI. For a quick walkthrough, watch this 90 second Loom.

If you have any questions or a relevant use case, as always, reach out to us.

Bill Leaver

Bill Leaver

Product manager