> ## Documentation Index
> Fetch the complete documentation index at: https://complete-docs-x17s80.allmind.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Welcome to AllMind

> Learn which AllMind feature to use, what each guide will cover, and how to apply the platform to real research workflows

Use this page as the front door to the AllMind docs.

The goal of these guides is simple: help you understand which feature to use, how to use it, and what good work looks like when you are done. Every feature guide should be written around real research use cases, not a list of buttons.

<Info>
  The documentation is being built out now. Some section pages are already in place and will be filled in with step-by-step workflows, examples, and use cases as each guide is published.
</Info>

## How to use these docs

Start with the work you are trying to do. If you already know the feature, open that guide directly. If you are not sure where to begin, use the workflow examples below to pick the right starting point.

If you know the feature, open that guide first, then use the examples to set up your first workflow. If you know the task, start with the use case that matches your work; the docs will point you to the feature that fits best and show how it connects to the rest of the platform.

<Steps>
  <Step title="Pick the job">
    Start with a specific task: review documents, answer a research question, build a report, compare companies, or automate a recurring workflow.
  </Step>

  <Step title="Choose the feature">
    Use the feature map below to decide where to work first. Some workflows use one feature; others move across several.
  </Step>

  <Step title="Follow the guide">
    Each guide will walk through setup, inputs, common decisions, and the checks you should make before relying on the output.
  </Step>

  <Step title="Adapt the example">
    Replace the sample company, documents, or research question with your own work. The point is to give you a pattern you can reuse.
  </Step>
</Steps>

## Choose by use case

<Tabs sync={false}>
  <Tab title="Answer a question">
    Use **Chat** when you need a fast, cited answer and you are still shaping the research question.

    Good starting points:

    * "What changed in management commentary this quarter?"
    * "What are analysts worried about in this sector?"
    * "Which sources support this claim?"

    Use **Data Rooms** instead when the answer needs to come from a specific set of uploaded files or selected documents.
  </Tab>

  <Tab title="Review documents">
    Use **Data Rooms** when the job is centered on a collection of documents.

    Common use cases:

    * Earnings transcript review
    * Deal diligence
    * Sector research packets
    * Internal document analysis
    * Comparing disclosures across time

    A good Data Room guide should show how to add sources, ask useful questions, inspect citations, and turn findings into follow-up work.
  </Tab>

  <Tab title="Create a deliverable">
    Use **Reports** when the output needs to be shared, edited, or reused.

    Common use cases:

    * Company initiation notes
    * Earnings summaries
    * Thematic research
    * Investment committee materials
    * Client-ready market updates

    A good report workflow starts with a clear scope, checks the outline before generation, and reviews citations before export.
  </Tab>

  <Tab title="Automate repeatable work">
    Use **Agent Studio** when the same research process needs to run more than once.

    Common use cases:

    * Monitoring a coverage universe
    * Running the same diligence checklist across companies
    * Creating recurring summaries
    * Tracking events or documents that matter to a team

    Start manually first. Once the workflow is clear, turn the steps into an agent.
  </Tab>

  <Tab title="Analyze company data">
    Use **Data Viewer** when the question starts with company fundamentals, market data, or an equity profile.

    Common use cases:

    * Orienting on a company before deeper research
    * Reviewing key statistics
    * Comparing market context before opening documents
    * Finding the right company page or data view to support analysis
  </Tab>
</Tabs>

## Feature map

| Feature                                       | Use it when                                                                           | The guide should help you do                                                                                        |
| --------------------------------------------- | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- |
| [Data Rooms](/dataroom/dataroom)              | You have a document set and need to ask questions across it.                          | Build a room, add sources, query documents, verify citations, and move findings into reports or follow-up analysis. |
| [Chat](/chat/chat)                            | You need a direct answer, a research starting point, or help narrowing the next step. | Ask better questions, review cited answers, follow up on sources, and keep the conversation grounded in evidence.   |
| [Reports](/reports/reports)                   | You need a polished output that can be edited, exported, or shared.                   | Define scope, shape the outline, generate sections, review citations, and refine the final deliverable.             |
| [Agent Studio](/agent-studio/overview)        | You want to turn a repeatable research process into an agent.                         | Design the workflow, set inputs, test outputs, and decide when automation is appropriate.                           |
| [Data Viewer](/data-viewer/equities/overview) | You are starting from company or market data.                                         | Navigate company views, understand available data, and connect the data view to document research or reporting.     |

## What each feature guide will include

<AccordionGroup>
  <Accordion title="What the feature is for" icon="circle-question">
    A plain-English explanation of the feature, the jobs it is best suited for, and the situations where another feature is a better fit.
  </Accordion>

  <Accordion title="Before you start" icon="list-check">
    What you need before using the feature: documents, companies, date ranges, research questions, output requirements, or team context.
  </Accordion>

  <Accordion title="Step-by-step workflow" icon="shoe-prints">
    The actual sequence of work, including setup, decisions to make along the way, and what to do if the first output is not specific enough.
  </Accordion>

  <Accordion title="Use cases" icon="briefcase">
    Practical examples for different workflows, such as earnings review, deal diligence, sector research, monitoring, company comparison, and report generation.
  </Accordion>

  <Accordion title="Review checklist" icon="clipboard-check">
    How to check citations, spot weak outputs, tighten prompts, compare sources, and decide whether the result is ready to use.
  </Accordion>
</AccordionGroup>

## Typical workflow

Most research does not stay inside one feature. A common flow looks like this:

<Steps>
  <Step title="Start broad">
    Use Chat or Data Viewer to orient on the company, topic, or sector.
  </Step>

  <Step title="Collect evidence">
    Move the relevant files, filings, transcripts, or internal documents into a Data Room.
  </Step>

  <Step title="Ask targeted questions">
    Query the room for the specific claims, risks, changes, metrics, or themes you need to understand.
  </Step>

  <Step title="Turn work into output">
    Use Reports when the analysis needs structure, polish, review, or export.
  </Step>

  <Step title="Automate the repeatable parts">
    Use Agent Studio after the manual workflow is clear enough to run again.
  </Step>
</Steps>

<Tip>
  If you are unsure where to start, begin with Chat. Once the question becomes specific, move into the feature that owns the work: Data Rooms for documents, Data Viewer for company data, Reports for deliverables, and Agent Studio for repeatable workflows.
</Tip>

Have a question while the docs are being expanded? [Reach out to our team](https://cal.com/allmindai/support-call?duration=30\&overlayCalendar=true) and we will help you find the right workflow.