Ask AI lets you get the most important information out of any document without having to read it yourself. Point it at a file and it returns a plain-English summary, a list of key dates such as renewal deadlines and appointments, and a list of action items — things you or your family need to do. You review everything before anything is saved, and AI never runs on a file unless you ask it to.Documentation Index
Fetch the complete documentation index at: https://docs.familyfolder.com/llms.txt
Use this file to discover all available pages before exploring further.
What Ask AI can extract
| Output | Description |
|---|---|
| Summary | A short plain-English overview of the document — useful for long school letters, insurance policies, or medical reports |
| Key dates | Renewal dates, deadlines, appointments, and other calendar-worthy dates found in the document |
| Action items | Tasks extracted from the document, such as forms to sign, payments to make, or things to bring |
Usage limits
| Plan | Ask AI runs per month |
|---|---|
| Free | 10 |
| Family | 150 |
Your monthly run count resets at the start of each billing cycle. The remaining runs for the current month are displayed at the top of the Ask AI dialog.
Running Ask AI on a file
Open the file
Click on any file to open it in the preview. You can run Ask AI on PDFs, images, text files, and other supported document types.
Click Ask AI
Click the Ask AI button in the file preview. If this is your first time using Ask AI, you will be shown a short privacy notice — read it and click I understand, continue to proceed.
Choose what to extract
Check the boxes for the outputs you want: Summary, Key dates, and/or Action items. You can optionally add a note in the Anything specific? field to focus the AI — for example, “focus on payment amounts and renewal terms”.
Review the results
The results appear for you to review before anything is saved. For key dates and action items, each suggested entry has a checkbox — uncheck any you don’t want to keep.
Calendar view
Dates extracted by Ask AI are added to the Calendar view, where you can see them in a monthly grid or an agenda list. The Calendar also shows overdue, today’s, and upcoming events grouped separately in agenda view. You can also add events manually to the Calendar at any time — click Add event and fill in a title, date, optional time, and notes. Events added manually are not linked to a file. Each event card in the Calendar shows the source file it came from (if it was extracted by AI). Click the file name on the card to open that file in the preview.Tasks view
Action items extracted by Ask AI are added to the Tasks view. Tasks are shown in two tabs: Open and Done. Check the checkbox on a task to mark it as done, or uncheck it to reopen it. You can also add tasks manually — click Add task to create one without running AI. Each task can have a title, an optional due date, and optional notes. Like Calendar events, AI-extracted tasks show a link to the source file. Click the file name to open the file in the preview.AI Summaries view
All summaries you save are collected in the AI Summaries view. Each summary card shows the source file name, the date the summary was generated, and the summary text. If you added a specific prompt when running Ask AI, it is shown beneath the summary. You can delete a summary from this view — deleting a summary does not affect any dates or tasks that were saved from the same run.Privacy and your data
Does AI run automatically on my files?
Does AI run automatically on my files?
No. Ask AI never runs unless you explicitly click Analyse on a specific file. Nothing is sent to the AI provider automatically, and there is no background processing.
Are my files used to train AI models?
Are my files used to train AI models?
No. Your files are sent to the AI provider solely to produce the analysis you requested. The provider does not use your data to train its models.
Who can see AI results?
Who can see AI results?
AI output follows the same access rules as the source file. If the file is private to you, only you can see the summary, dates, and tasks extracted from it. If the file is in a shared folder, people with access to that folder can also see the results.
Can I undo a saved AI result?
Can I undo a saved AI result?
Yes. You can delete any summary from the AI Summaries view, remove any event from the Calendar, and remove any task from the Tasks view — individually, at any time.