Welcome: what is PaperOffice AI? The tour

Hello and welcome to the PaperOffice AI Academy. Today we will cover the first steps: We will create a Workspace, upload documents, and examine what the AI does with them. After that, we locate documents again, ask the agent questions, share Workspace even by phone, and connect PaperOffice with Claude. All you need for this is a browser. Just to clarify in advance: PaperOffice AI is a document management system that understands your documents. It runs in the browser, as an app on your mobile phone, and via an interface. Your documents are stored in Workspaces, for example one per company, project, or client. And the AI reads each document: it identifies the type, assigns a descriptive name, keywords, and a summary. In addition, there is an agent to which you can ask questions about your documents, a search that finds content, external sharing capabilities, and the connection to Claude.

After logging in, you will land on your overview page: tasks, notifications, a few quick tools, and the path to Claude and ChatGPT. On the left, you can see all areas of the app. To begin with, you will primarily need Document AI: This is where your Workspaces and documents are located. At the top, you will find the agent and search functionality. Both are accessible from any page. And through your profile, you can access Help and Learning: for the introductory tour, the Problem Solver, and support. Your learning units are also displayed at the top.