Stackby AI for Document Analysis

Overview

Stackby AI now goes beyond text columns — it can read, understand, and analyze documents uploaded in your Attachment column. Whether you upload PDFs, Word files, or text-based reports, Stackby’s AI can extract key information, summarize content, classify documents, or answer specific questions — all automatically, directly inside your table.

This new AI: Document Analysis capability transforms how you interact with files — making document-heavy workflows smarter, faster, and completely automated.

Why Stackby’s Approach is Different

Unlike other tools that require complex integrations or manual uploads, Stackby’s AI Document Analysis works natively inside your tables — right where your data already lives.

Here’s what makes it unique:

Feature	What It Means for You
Native Attachment Support	AI reads PDFs, Word docs, text files, and more directly from the Attachment column.
Bring Your Own AI	Use your own API key from OpenAI, Google Gemini, or Anthropic for total flexibility and control.
Prompt Customization	Write precise prompts to extract, summarize, or analyze any document content.
Dynamic References	Reference other columns like [Client Name] or [Document Type] to make each AI output context-aware.
Automation Ready	Combine with Stackby Automations to process new or updated documents instantly.

How It Works

The AI Document Analysis feature works through AI Field Agents configured to read data from your Attachment columns.

Step 1: Prepare Your Table

Create a Stack (database) and a table where your documents live.
For example:

Column	Type	Description
Document Name	Text	The title of your file
Document	Attachment	Upload PDF, DOCX, or TXT files
Document Type	Single Select	Proposal, Invoice, Contract, Report
AI Analysis	AI	Where the AI-generated summary or insights will appear

Step 2: Add an AI Column

Click + to add a new column.
Choose AI as the column type.
In the configuration panel:
- Name your column (e.g., “AI Summary” or “AI Key Points”).
- Select your preferred AI model (e.g., GPT-4, Gemini Pro, Claude 3 Sonnet).
- Add your API key, or use the default Stackby integration.
- Write your custom prompt (examples below).
- Reference your Attachment column — e.g., [Document].

Step 3: Craft Your Prompt

You control exactly how the AI analyzes your documents.

Here are some example prompts for common use cases:

Use Case	Example Prompt
Summarization	“Read the document in [Document] and summarize it in 5 bullet points.”
Key Insights	“Extract the top 3 insights or recommendations from [Document].”
Contract Review	“Identify all obligations, parties, and due dates from the contract in [Document].”
Invoice Data Extraction	“From [Document], extract the vendor name, invoice number, total amount, and due date in JSON format.”
Meeting Minutes Summary	“Summarize the meeting in [Document] and list all action items and owners.”
Research Report Analysis	“Based on [Document], provide a one-paragraph summary followed by 3 key takeaways.”

Tip: You can include other contextual fields like [Document Type] or [Client Name] to make your AI output more precise.

Plan Availability

Plan	Access
Business / Pro	Full access to AI Document Analysis
Free	Not available
Permissions	Owner / Creator: Can configure AI Field Agents. Editor: Can run analysis manually.

Help center