📄 Use case — Documents

Your documents,
generated and filed automatically.

Klaio writes your meeting notes, generates invoices and quotes, classifies everything and finds any file in seconds. Never lose a document again.

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1h
Average time spent on administrative documents per day
23%
Of working time spent searching for documents
48h
Time to connect Klaio to your document tools
100%
Of meeting notes taken automatically

What Klaio does with your documents

📝

Automatic meeting notes

Klaio transcribes your meetings, extracts decisions and action items, and sends the summary to all participants.

🧾

Invoice generation

One message: "Invoice for TechCorp for March". Klaio generates it from your template, calculates the totals and sends it.

📑

Quotes and proposals

Based on your previous proposals, Klaio drafts a personalised quote in minutes. You adjust — it sends.

🗂️

Intelligent filing

Every document received or created is automatically sorted into the right folder in your Google Drive or SharePoint.

🔎

Instant search

"Find me the Q3 contract with Acme Corp." Klaio searches across all your connected tools and retrieves it in seconds.

📊

Report generation

Weekly, monthly, quarterly — Klaio compiles your key data and generates structured reports ready to share.

What it looks like in practice

Scenario 1 — Meeting notes
K
📝 Notes from the 14h meeting with David Chen

Decisions:
• Validate the April proposal — deadline Friday
• Launch pilot with 5 users in May

Action items:
• You: send revised contract by Thursday
• David: confirm budget by Wednesday

Shall I send these notes to David?
Y
Yes, send them. And remind me Thursday about the contract.
K
Done. Notes sent to David. Reminder set for Thursday 9h: "Send revised contract to David Chen". 📅
Scenario 2 — Instant invoice
Y
Generate the invoice for TechCorp — 3 days of consulting at €1,500/day, April 2026.
K
Invoice generated: €4,500 excl. tax (€5,400 incl. tax at 20%). Based on your template, payment 30 days. I've filed it in your Drive under "Invoices/2026/TechCorp". Shall I send it to their accounts department?
Y
Yes, send it to compta@techcorp.com
K
Invoice sent to compta@techcorp.com. I'll remind you if no payment confirmation in 30 days. 📊

How does it work?

1

Connection

We connect Klaio to Google Drive, Notion, SharePoint or your existing tools. Setup in 30 minutes.

2

Templates

You share your existing document templates (invoices, quotes, reports). Klaio uses them as a base for all generation.

3

Operation

Klaio takes notes, generates, files and finds autonomously. One message is enough to trigger any action.

4

Improvement

Each correction or preference you express is memorised. Documents become more precise over time.

Frequent questions

Which document tools does Klaio integrate with?

Google Drive, Notion, SharePoint, OneDrive, Dropbox. Other integrations possible on request. Klaio can also work with email attachments directly.

Can Klaio use my existing document templates?

Yes, absolutely. Klaio uses your templates for invoices, quotes and reports, and respects your graphic charter. It adapts to your workflow — not the other way round.

How does automatic filing work?

You define your folder structure once. Klaio analyses the content of each document and files it in the right place automatically. You can adjust at any time.

Is document data secure?

Yes. Klaio accesses your documents via official APIs (OAuth 2.0), does not copy sensitive data outside your systems, and complies with GDPR. All processing takes place on European servers.

Can Klaio handle documents in several languages?

Yes. Klaio can write, file and search in French, English, Spanish, German, Italian and Arabic. The language is automatically detected.

Ready to eliminate administrative friction?

Book a 30-minute demo. We'll show you Klaio live on your own documents.

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