Skip to main content

❓Query Case-Specific Data with the AI Assistant

M
Written by Maxime Renault
Updated over a week ago

🎯 Goal

Allow users to query only the data related to a specific case or project, without being distracted by unrelated information.

The LLM-based assistant operates within a restricted document scope (e.g., case PN1543, Grand Stadium project, Séquoia mission), ensuring reliable and targeted answers.


🧠 How It Works

Outmind lets you launch a domain-specific assistant limited to a precise subset of documents—those linked to a case, project, site, or specific assignment.

When launching the assistant:

  • You define the document scope (e.g., all documents in a specific folder)

  • The assistant never goes outside that scope

  • It relies only on the selected documents

This avoids noisy results or off-topic responses, and guarantees that each answer is based on actual information present in the case materials.


✅ Benefits

  • Reliable and focused answers: no confusion with other cases

  • Saves time when searching for precise information

  • Lower error risk: sources are contextual and up to date

  • Usable anytime: from the office or on-site

  • Accessible to all: even those unfamiliar with all project docs


📌 Key Takeaway

This use case transforms your project document base into an intelligent assistant.

No more digging through dozens of files to find one piece of information.


You ask a question — the assistant answers, in context.

🔐 The assistant stays within the scope you define — you stay in control, and gain efficiency.


🔍 Real-World Use Case

You're a project manager or site supervisor working on Case PN1543 – Industrial Renovation.

Available documents include:

  • CCTP (technical specs)

  • Meeting minutes

  • Internal notes

  • Site reports

  • Client communications

  • Schedules and tracking documents

You launch the assistant and ask questions like:

  • “What equipment is included in the Smoke Extraction package?”

  • “Which subcontractors are planned for phase 2?”

  • “What’s the deadline for submitting the as-built documentation?”

  • “Were there any client remarks about functional testing?”

The assistant will:

✅ Search only within the documents related to that case
✅ Find relevant excerpts
✅ Provide a clear and structured response
✅ Clearly state when the information is not found


🧪 Example Prompt

You are an expert assistant for Case PN1543.


You rely only on the documents related to this case (CCTP, meeting notes, communications, technical files, etc.) to respond in a precise, concise, and reliable manner.

If the requested information is not present, clearly state so.

Structure your answers clearly. If a procedure is required, describe it in an ordered step-by-step format.


Be professional, thorough, and grounded in the provided material.

Did this answer your question?