Step 1: Upload a Document
- Click Documents in the sidebar
- Drag a file into the upload area or click Select File
- Wait until the status changes from “Processing” to “Done”
Step 2: Create a Category
A category defines what documents should be evaluated against.- Click Categories in the sidebar
- Click New Category
- Enter a name, e.g., “Project Proposals”
- Save the category
Step 3: Add Evaluation Steps
Evaluation steps are the criteria the AI uses for scoring.- Open the created category
- Click Add Step
- Enter a title, e.g., “Objectives clearly stated”
- Define the criteria: What must be fulfilled for 0, 1, 2, or 3 points?
- Repeat for additional criteria, or use Import from Document to automatically extract criteria from an existing document
You can also use a template: Click Create from Template instead of New Category to start with predefined evaluation steps.
Step 4: Create an Analysis
- In the category, click New Analysis
- Give the analysis a name
- Select the documents to be analyzed
- Click Create
Step 5: Start the Analysis
- Open the created analysis
- Verify that all desired documents and steps are assigned
- Click Start Analysis
- Wait while the AI checks all documents against all criteria (takes 10–60 seconds depending on scope)
Step 6: View Results
After completion, you’ll see for each document:- Total Score: Sum of all criteria
- Individual Ratings: Points per evaluation step
- Strengths: What the document does well
- Weaknesses: Where there’s room for improvement
- Feedback: Specific suggestions from the AI