How Voti works

1. Bring your documents · ~4 min

   Drag in a PDF or a Word file, or import a whole folder or a ZIP. Voti accepts PDF, Word, Excel and text. While they index you see the progress chunk by chunk, and if one fails it tells you why instead of stalling.

2. Ask your first question · ~1 min

   Ask something your team actually asks. The answer arrives with its source cited, page included: clicking the chip opens the document at that exact page.

3. Invite one person · ~2 min

   They get a single-use link and sign in with a password or their Google account, with their role already set. They will only see the documents you allow: access starts denied and is granted one by one.

The three steps can be done in any order, and progress is derived from your account’s real state: if you leave and come back, you carry on where you were.

1. Upload or import

   One at a time, or a whole folder or ZIP at once. PDF, Word, Excel and text. Each file is split into chunks and indexed by meaning, so afterwards you search by what it says, not by what it is called.

2. Choose its audience

   Every document is public to the organisation, team-only or admin-only. That is the first layer and it settles most cases.

3. Fine-tune person by person

   On top of the audience you can grant read, grant manage or deny to one person, and it records who granted it. A denial always prevails over any grant.

Deleting a document also removes its indexed chunks: it stops appearing in Potens’s answers, not just in the list.

1. Ask in plain language

   There is no syntax to learn. Each person sees only their own: the same question can have different answers depending on who asks, because permissions apply before the search runs.

2. Check the source

   Every answer cites the document and the page. Clicking the chip opens it right there: a PDF at the cited page, a Word or Excel file in the library with its row highlighted.

3. Look at what it could not answer

   When no document backs it up, Potens says so instead of inventing it, and the question is logged with no author. That list is the inventory of what your company has yet to write down.

Potens does more than answer: it creates a client, checks availability, books, reschedules, cancels, creates a deadline, lists the day’s agenda and generates a document. The three that cannot be undone ask for explicit confirmation first.

1. Create the record

   Legal name, tax ID, address and tags. You can hold several contact people per client, with one primary, instead of a single loose email address.

2. Bring in the ones you already have

   Import a CSV or an Excel file and map its columns onto Voti’s. When it finishes you see the summary: how many came in, how many were skipped and which ones failed.

3. Open their file

   The record itself holds their history, their notes, the linked documents and their open meetings and deadlines. Nothing to go and look for on another screen.

Every new client goes through the conflict list: if the name matches a flagged party, the record is blocked and the reason is written down.

1. Work by day, week or month

   Each meeting carries its type, its place and its attendees. Admins can check the team’s availability by day and slot, and anyone can ask Potens to book it.

2. Create the deadline with an owner

   A deadline is assigned to a specific person. Its urgency is computed on the server and not in the browser, so everyone sees the same severity.

3. Get the morning alert

   What is critical arrives every day in the app and by email, and each person gets it in their own language. The organisation can switch it off, and anyone can opt out of their own copy.

Deadlines linked to a client also show up on their record, so nobody has to remember where each one was noted.

1. Upload the template

   A Word file with your variables in double braces, or a PDF form. Voti detects the variables on its own, even when Word has split them internally.

2. Activate it when it is ready

   Every template is draft, active or archived. Only active ones can be used, so you can prepare one without anybody using it half-finished.

3. Generate and download

   Fill it from the client record and download the result as Word or PDF. Each generated document keeps the values it was made with, so you can always tell what it said.

You can also ask Potens for it. Since it cannot be undone, it will ask for explicit confirmation before generating.

1. Invite with a single-use link

   The invitation expires and can be revoked. Whoever joins picks a password or their Google account, and arrives with the role you gave them.

2. Require two-step verification

   It can be turned on for the whole organisation, not person by person. From then on nobody signs in without their second factor.

3. Read the audit log

   It records who did what, to what, when and with what result, denied access included. The actor can be a person or Potens.

From Settings you can export all of the organisation’s data or delete it entirely. It is yours, and you leave whenever you want.