Blog / September 17, 2024

Introducing Brief Me: Moveworks Copilot finds what matters in your documents

Ryan Brelje, Senior Product Marketing Manager

Brief Me Featured Image Blog

In today’s digital workplace, critical insights hide in plain sight — buried in an avalanche of reports, memos, and plans. Decision-makers need instant access to relevant information, not more data to sift through. 

With enterprise data exploding by 30-40% every year our reading lists have become unmanageable. The problem? It’s not the lack of information, but the time-sink of extracting what matters.

Traditional document analysis is a relic of the past. Enter Copilot Brief Me: your AI-powered solution for conquering information overload.

Introducing Brief Me

Brief Me is a new productivity-boosting feature baked into the Moveworks Copilot, enabling employees to upload PDFs and Word documents into chat and interact with the content inside — effectively “talking” to their files. 

Your employees are now able to strike up a conversation with Copilot and quickly extract the valuable details they care about from lengthy documents. This capability works with single or multiple documents simultaneously, unlocking a wide range of productivity possibilities:

  • Summarize entire articles, specific pages, or key sections
  • Explore and interact with important areas of a document
  • Compare overlapping topics or perspectives across different files
  • Generate takeaways or new content based on existing documentation
  • And more… 

For businesses focused on enhancing team productivity and driving workflow efficiency, we believe Brief Me will be a valuable asset. Let’s take a look at how it works.

How Brief Me works: Let’s start talking to your files

Brief Me seamlessly integrates with the Moveworks Copilot, allowing you to interact with your documents effortlessly. Here’s how it works:

1. Upload your document

Go to Moveworks Copilot and upload the document you want to explore. Brief Me supports PDFs and Word documents.

2. Start your session

Once your document is uploaded, you can start using Brief Me. Simply ask questions or request information from your document. For example:

  • "What are the key points of this document?"
  • "Can you provide a summary of this section?"
  • "What are the main conclusions of this report?"
  • "What action items are listed in this file?"
  • "How does this document compare to others on the same topic?"
  • "What are the most important trends or findings?"
  • "Can you highlight any critical information or deadlines?"
  • "What is the overall sentiment or tone of this document?"
  • "What are the key arguments or recommendations made?"
  • "Can you list the major changes or updates in this version?"
Feel free to upload multiple documents to Brief Me. Feel free to upload multiple documents to Brief Me.

3. Interact and extract insights 

Brief Me enables dynamic Q&A, allowing you to dive deep into your document's content. You can request summaries, ask specific questions, or even generate new content based on the information in your files.

Compare and contrast information across documents. Compare and contrast information across documents.

4. Get reliable, sourced answers

Brief Me doesn't just provide information — it cites its sources. All answers are drawn directly from your uploaded files, ensuring accuracy and reliability. You can click on the citations to see exactly which section of the document the information comes from, minimizing the risk of AI hallucinations.

Brief Me pulls information directly from your uploaded files, ensuring accuracy and reliability. Brief Me pulls information directly from your uploaded files, ensuring accuracy and reliability.

5. Explore the details

Brief Me goes beyond simple text extraction. It can perform calculations, compare data across multiple documents, and even generate actionable insights tailored to your needs.

Brief Me can perform calculations and compare data across multiple documents. Brief Me can perform calculations and compare data across multiple documents.

6. Work within your existing workflows

Brief Me fits right into your existing workflows, accessible directly through platforms like Slack and Microsoft Teams. This integration means you can extract insights without switching between multiple tools.

7. End your session

Once you've gathered all the information you need, simply type "exit" to end your Brief Me session.

Get started with Brief Me

We’re excited to announce that Brief Me is now available for select customers in a limited preview! This is your chance to see how AI can turn effort into productivity. We can’t wait for employees around the world to use this time-saving tool and discover how it helps them get more done.

Here's what you need to know to get started with Brief Me:

  • Limited preview: Starting today, select customers can use Brief Me to transform how they interact with PDFs and Word documents.
  • Expanded capabilities: In the coming weeks, we'll be adding support for PowerPoint presentations, web pages, and more file types.
  • See it in action: Join our upcoming webinar to watch Brief Me tackle real-world document challenges.

Ready to skip the scroll? Take the next step:

  1. Book a demo to see Brief Me in action

  2. Fill out our existing customer request form to be considered for the limited preview

Don't let your team's insights stay buried in documents. With Brief Me, unlock the full potential of your employees and drive smarter, faster decision-making across your business.


Request access to Brief Me limited preview and see how AI-powered document summarization can enhance your productivity.

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