Getting Started with CapLinked's AI Features

CapLinked's AI features help streamline your workflow by automatically analyzing files and workspace activity. This tutorial covers how to enable AI features and use two key tools: AI-Powered File Summarization and the AI Executive Report.

Enabling AI Features

Before using any AI features, you'll need to enable them in your workspace settings:

1. Navigate to the Settings page for your workspace.
2. Check the box next to "Enable AI-Powered Intelligence for this workspace."
3. Click Save Workspace Settings to apply the change.

*Note: AI features are an add-on with Enterprise accounts. If you do not see the enablement option from the Settings page and you're interested in these features, please contact support@caplinked.com for details.

AI-Powered File Summarization

AI-Powered File Summarization allows users to receive a file breakdown with the click of a button, making long file reviews that much easier to digest.

To use this feature:

1. Navigate to the Files page.
2. Open a file to view it.
3. Select the "Summarize This File" button on the right side of the screen.

CapLinked will generate a summary of the file's contents for you within moments.

Admins have the file summary option available. To enable the file summary feature for a non-admin group, navigate to the Permissions page, select the desired non-admin group to enable it for, and select check the box for "Allow group to use AI Summary" on the right side.

AI Executive Report

The AI Executive Report generates a presentation of user highlights and key takeaways for your workspace activity within minutes. The report is also downloadable in PDF format.

To access the AI Executive Report:

1. Navigate to the Activity Tracker page for your workspace.
2. Select the "AI Executive Report" button on the bottom left.

CapLinked will generate a comprehensive report summarizing your workspace activity, which you can review online or download as a PDF.