Find What Matters — Work Faster
Automated Data lets you search across every corner of your organization — structured or unstructured, emails or CRMs, files or systems. Powered by multiple LLMs, it delivers fast, accurate answers in plain language — with context, filters, and full access to the source.
Key Features
Search Across Everything
Query structured and unstructured data — from CRMs to PDFs, spreadsheets to SQL — all in one interface.
Choose the Right LLM
Use the best model for the task, from fast retrieval to deep reasoning — no one-size-fits-all approach.
Ask in Plain Language
Type questions the way you speak. Automated Data understands and delivers relevant, contextual answers.
Pull Results from Every System
Get answers from all your connected tools — in a single search.
Filter and Refine with Ease
Drill down by source, entity, type, or time — and cut through the clutter fast.
Jump to the Source
Every result links directly to the original file, email, or system — no dead ends.
Why It Matters
Enterprise Search cuts through the noise — helping teams move faster, stay aligned, and make smarter decisions with less effort.
Instantly surface what matters — without digging across tools.
One search replaces endless jumping between platforms.
Full context and source links make answers easy to trust.
Unlock information for everyone — not just the people who “know where it lives.”
Where Enterprise Search Delivers Real Impact
From client service to compliance, Automated Data helps teams find what they need faster — and act with confidence across every part of the organization.
Client Questions, Answered Instantly
Find every relevant document, email, and system record tied to a person, company, or deal — without asking around.
Prep for Meetings in Seconds
Pull client notes, performance history, and communications in one search — instead of chasing systems or folders.
Respond Faster to Ad Hoc Requests
Quickly surface the right files, facts, and context for investors, partners, or internal stakeholders — no scrambling, no guesswork.
Audit, Compliance & Review
Search across everything — even attachments and unstructured files — to surface what matters for reviews or documentation.
How It Works
Automated Data makes it easy to search across all your systems — and get answers you can trust in seconds.
Connect your data
Link CRMs, file shares, emails, and databases — structured or unstructured — with no engineering required.
Index and understand
Automated Data organizes your data, resolves entities, and makes everything searchable in plain language.
Ask and act
Search once. Filter results. Jump to the source. Get answers fast — and take action with confidence.