Documentation

SiloAI docs for
clean, private work.

Everything you need to understand how SiloAI works, how to set it up, and how to use it across documents, notes, research, and team workflows.

Private by designSearch by meaningFast summariesSmart actions

Overview

What SiloAI is

SiloAI is a private AI workspace designed to help people search, summarize, and act on information without turning their files into cloud dependency.

Search by meaning

Find the right document even when the filename is forgotten. SiloAI understands intent, context, and related terms.

Summaries on demand

Turn long PDFs, notes, and docs into clear summaries that highlight the important parts first.

Action extraction

Pull action items, follow-ups, and next steps out of meeting notes, threads, and project docs.

Private by design

The product is built around local processing and a workflow that keeps your content under your control.

Getting started

Set up a workspace

The onboarding flow is designed to feel simple: connect your files, build the local index, and start asking questions in plain language.

1. Create your workspace
Start with a clean workspace and choose the files or sources you want SiloAI to understand.
2. Connect your tools
Add local folders, notes, or approved document sources. Keep the setup aligned to your workflow.
3. Build the index
SiloAI organizes your content locally so results can be retrieved quickly and with context.
4. Start asking questions
Use natural language queries to search, summarize, and generate outputs directly from your content.

How it works

The core workflow

SiloAI keeps the experience fast and focused: index locally, search semantically, then turn results into useful actions.

Ingest

Your files and notes are added to the workspace and prepared for local indexing.

Understand

Queries are interpreted by meaning, not just matching filenames or exact phrases.

Respond

The system returns relevant matches, summaries, and actions in one place.

Summaries

Turn long files into something useful

Use summaries to move from large documents to the important parts without manual skimming.

Summary format

Short overview, key points, risks, action items, and anything else you want surfaced from the source material.

Best for

Reports, meeting notes, research papers, legal text, technical docs, and long-form content that needs quick review.

ExampleSiloAI docs
Input:
Q3 Strategy Report.pdf

Output:
• Market focus shifted toward enterprise accounts
• Demo release moved to late Q4
• Two risks identified in onboarding and retention
• Recommended follow-up: finalize rollout timeline

Smart actions

Use your content, not just read it

SiloAI can transform information into actions such as drafting, organizing, and extracting next steps.

Summarize this PDF
A concise summary with the most important points and takeaways.
Draft a reply
A response based on the context already in your files and notes.
Organize into folders
Suggested folder structure based on the shape of your workspace.

Privacy & security

Private by design

The docs should make one thing obvious: the product is meant to be secure, local-first, and easy to trust.

Local processing

The platform is designed so indexing and inference stay on the user’s machine or approved environment.

No unnecessary exposure

Your content should not be treated as a public dataset. Keep access controlled and workflows intentional.

Clear ownership

Workspace owners can manage the sources, scope, and use cases that are available in their deployment.

Predictable behavior

A good docs page explains how the product behaves, what it needs, and what it does not do.

Deployment

Rollout notes

Use this section for the practical details teams always look for before they adopt a new tool.

Single-user setup
Best for individuals who want a private workspace with minimal setup.
Team rollout
Use shared conventions for naming, folder structure, and source selection.
Enterprise deployment
Add authentication, controls, and approval steps that match your organization.

FAQ

Common questions

A docs page feels more complete when the obvious questions are answered clearly.

Is SiloAI cloud-based?
No. The experience is built around local or private deployment so your content is handled in a controlled environment.
Can I search across many file types?
Yes. The documentation should reflect that the workspace can span PDFs, docs, notes, links, and similar content.
Does it only answer questions?
No. It also supports summaries, drafting, action extraction, and organization workflows.
How should I describe a query?
Use plain language. Ask for the thing you need, the document you remember, or the task you want completed.

Need a walkthrough?

Use this docs page as the foundation, then extend it with any product-specific setup, implementation notes, or onboarding guidance you need.