Personal AI’s New Document Search Feature

August 9, 2024

Welcome to our Personal AI newsletter! Discover how AI is reshaping digital experiences to fit your life. We’ll explore the latest innovations that make technology work for you, not the other way around. Join us as we dive into AI-powered tools designed to boost your productivity and simplify your daily tasks. Get ready for a future where your digital world adapts to you.

In this week’s edition, we are going to showcase how to use the new document search features as well as the colon and hashtag functionalities. These features will make it easier for you to organize your documents and recall data when messaging.

How To Use The Documents Search Feature

Our new Documents Search feature enhances your ability to efficiently organize and locate your files. With powerful indexing and advanced search algorithms, you can quickly find documents based on file names. The feature supports filters for keywords and date ranges as long as the document title contains what you are looking for.

A document management interface showing a list of documents with search results for “news”. The user is viewing a document titled “Science Daily AI News” from August 6th.

Additionally, the Document Search features offers a filter functionality for your different Personas, saving you valuable time and effort in managing your document library. Once you click a specific Persona, you will only see the documents that are saved to that particular Persona.

A document management interface showing a list of documents. The user is selecting a document titled “Science Daily AI News” by Charlotte Research AI. The document was created yesterday and contains a summary of NATO’s revised artificial intelligence strategy.
A document management interface showing a list of documents. The user is selecting a document titled “Science Daily AI News” by Charlotte Research AI. The document was created yesterday and contains a summary of NATO’s revised artificial intelligence strategy.

Prompt Colon Indexing

The colon delimiter in Personal AI is a super handy tool for organizing and retrieving your data. The colon (“:”) plays a key role in how you manage information in Personal AI. Here’s how you can use this feature:

  • When you pop a colon in the message bar, the AI will suggest titles of your documents. It’s like having a personal assistant who knows exactly where everything is.
  • If you combine a colon with a document title, you’ll get a list of document titles (marked by colons). It’s great for navigating several documents without getting lost.
  • Using a colon followed by a keyword lets you retrieve document titles that contain that keyword. It’s like having a built-in search function for referencing specific documents.
  • In your documents, you can use colons to break down large chunks of text into manageable, easy-to-access sections. Think of it as creating your own index for your documents.
  • Using colons makes your data management more efficient, precise, and organized. It’s a real time-saver!

How To Recall Specific Documents With The Colon Feature

This new Colon Feature is also good when you want to focus on certain documents with similar titles. For example, you might have several documents with transcriptions from your Weekly Zoom Meetings. By using the colon feature, you would quickly be able to recall data from a specific meeting if the title was labeled “Weekly Meeting 08/02/2024.”

A screenshot of a digital note-taking app with a list of documents titled “Weekly Meeting” and their corresponding dates from June 28, 2024 to August 9, 2024. The user is highlighting the document titled “Weekly Meeting 06/28/2024” with a purple box.

Using The Colon Feature to Compare Documents

The Colon Feature is especially useful when you want to compare different documents to each other. You can do this by prompting your AI with a document, then replying to the answer and asking it to compare the previous document to the new document.

Why Should You Use The Hashtag Feature?

The hashtag feature in Personal AI is a powerful tool for organizing and retrieving your data. Here’s a breakdown of what makes it so useful:

  • Enhanced Memory Selection: Hashtags help refine which memories Personal AI uses when generating answers. This means you get more relevant and focused responses.
  • Improved Categorization: By using hashtags, you’re essentially creating a tagging system for your data. This makes it much easier to organize and find information later.
  • Filtering and Searchability: You can use hashtags to filter your data, allowing you to quickly find specific information. This is especially handy when you’re dealing with large amounts of data. Or if you want info on a particular topic, you might use “#Marketing” to pull from all documents you’ve tagged with that keyword.
  • Improved Accuracy: Use “#” to reference tags you’ve used in your documents. These tags help your AI focus on relevant information, making its responses more accurate and on-point.
A text message conversation comparing two documents: “10 Most Popular Diet & Nutrition Questions” and “Nutrition 101: How to Eat Healthy.” The conversation summarizes key points from each document and compares their focus, emphasizing the importance of understanding VC firm dynamics for successful pitching.

Generate Hashtags Tool

One cool feature is the “Generate Hashtags” tool in the shortcut bar. It can automatically suggest relevant hashtags for highlighted text, which can really boost your AI’s recall accuracy.

Remember, while hashtags don’t directly increase the personal score of responses, they significantly improve the AI’s ability to select relevant memories for generating answers. You can find this tool in the documents tab whenever you upload.

A purple hashtag symbol in a white circle.
A screenshot of a document with the title “Science Daily AI News” and the author’s name “Charlotte Lindberg.” The post includes hashtags related to artificial intelligence, NATO, and technology.

Best Practices When Using Hashtags:

  • Always place the # symbol before your keyword
  • Avoid spaces in your hashtags
  • Keep capitalization consistent for better categorization
  • Use our “Generate Hashtag” tool to improve accuracy

  1. A document management interface showing a list of documents. The user is selecting a document titled "Science Daily AI News" by Charlotte Research AI. The document was created yesterday and contains a summary of NATO's revised artificial intelligence strategy.
  2. A screenshot of a document management interface. It shows a list of documents, including one titled "Science Daily AI News" by Charlotte Research AI. The document was created yesterday and contains a summary of NATO's revised artificial intelligence strategy.
  3. A screenshot of a digital note-taking app with a list of documents titled "Weekly Meeting" and their corresponding dates from June 28, 2024 to August 9, 2024. The user is highlighting the document titled "Weekly Meeting 06/28/2024" with a purple box.
  4. A text message conversation about pitching to investors. The sender provides a summary of key points from a document titled "How to pitch to investors by product market fit?.pdf." The summary includes information on understanding the VC's investment thesis, pitch style, avoiding common mistakes, building relationships, and the pitch framework.
  5. A text message conversation comparing two documents: "Who makes the decision at a VC firm and how the decision gets made by Mark Suster.pdf" and "How to pitch to investors by product market fit?.pdf." The conversation summarizes key points from each document and compares their focus, emphasizing the importance of understanding VC firm dynamics for successful pitching.
  6. A text message conversation comparing two documents: "10 Most Popular Diet & Nutrition Questions" and "Nutrition 101: How to Eat Healthy." The conversation summarizes key points from each document and compares their focus, emphasizing the importance of understanding VC firm dynamics for successful pitching.
  7. A purple hashtag symbol in a white circle.
  8. A screenshot of a social media post with the title "Science Daily AI News" and the author's name "Charlotte Lindberg." The post includes hashtags related to artificial intelligence, NATO, and technology.

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