---
title: "Stackby AI for Document Analysis"
description: "Learn how to use Stackby field agents to analyze and summarize documents at scale"
url: https://help.stackby.com/en/articles/449-stackby-ai-for-document-analysis
collection: "Stackby AI Field Agents - Use-cases"
updated: 2025-11-19
language: en
---
# Stackby AI for Document Analysis
Learn how to use Stackby field agents to analyze and summarize documents at scale
## **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**
1. Click **+** to add a new column.
2. Choose **AI** as the column type.
3. 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.