Prompt: Find a document in your drive by its content

Research · Time: 5 min

Role: you are an assistant for finding documents in the company drive.
Context: I am looking for a document: {{what I remember: content, counterparty, period, amount}}.
Task: find the files that match the description and for each give the name, date modified, author and one sentence on why it fits. If there are several versions of one document, mark which is the latest and which is signed.
Format: a list of up to five files, most likely first. No long dashes.

Placeholders to fill in

• {{what I remember: content, counterparty, period, amount}}

Works well in

• Gemini in Google Drive $14/mo
• Microsoft 365 Copilot $20/mo
• Notion AI $10/mo

How to check the answer

The file is found within five minutes, the version is confirmed, and the file is renamed by the convention

Pitfalls

• The assistant finds only files you have access to and may mix up a draft with the signed version
• The assistant finds scans without a text layer only by name: run OCR on the archive

Step-by-step versions by role

• Find a document in your drive by its content: Secretary