Portals

Start with the mess you already have—scattered PDFs, bookmarked articles, recorded calls. In Portals, drop files, paste URLs, or upload audio, then pick an intake recipe: pull text and tables, capture full pages with a crawler, or transcribe speech with timestamps and speakers. Define the fields you care about—invoice totals, contract dates, SKU attributes, case IDs—and Portals standardizes formatting, dedupes near-matches, and links related items. You can schedule recurring imports, auto-tag by rules, and establish relationships (e.g., company → contracts → invoices) so raw materials become clean, connected records.

Running research or content ops? Create a project, collect source material, and let highlights roll in. Portals detects entities, metrics, and claims, and keeps a citation back to the exact line or second of audio. Ask questions in plain language—“What changed in competitor pricing this quarter?”—and get answers with sources attached. Turn the response into a brief, outline, or table, then export to Google Docs, Notion, or CSV. Embed the assistant on your site or in Slack to let teammates query the same corpus. When a source changes, Portals tracks deltas and refreshes outputs, keeping everyone aligned.

For support and operations, convert policies, runbooks, and ticket history into guided workflows. Connect your wiki and ticketing system, then build answer templates that pull verified facts, insert links, and enforce tone. Add checks—“quote warranty terms from current version only”—and set triggers: if a case meets criteria, open a task, route to the right queue, update the CRM, and post in a channel. Dashboards show unresolved intents, stale content, and coverage by topic so you can close gaps quickly and measure time saved per request.

Developers wire Portals into existing stacks fast. Use REST or webhooks to schedule ingests, apply transforms, and sync structured objects to a warehouse, CRM, helpdesk, or data lake. Schemas are editable in the UI or as code, with computed fields and validation. Permissions can be scoped to objects and fields, with full provenance on every answer. Monitor jobs, set alerts for parser drift, and audit changes over time. The result is a dependable pipeline from messy inputs to trustworthy data that powers dashboards, automations, and customer-facing assistants.