Document RAG for Live Meetings — Query PDFs During Calls
Load your documents before the meeting. Ask questions mid-call. Get answers from your files in real time — processed locally, no upload required.
The Problem With Information Retrieval in Meetings — And How to Solve It
Every knowledge worker has experienced the same moment: a question comes up in a meeting that you know the answer to — it's in a document, a previous email, or a spreadsheet — but finding it quickly enough to be useful before the conversation moves on is nearly impossible. You say 'I'll follow up on that' and the moment is lost.
CFAI's Document RAG (Retrieval-Augmented Generation) pre-loads your documents into a local vector index before the meeting. Supported formats include PDF, DOCX, TXT, Markdown, CSV, and JSON. During the call, you query them in natural language — 'What did we agree on pricing in the last contract?' — and CFAI returns the relevant passage from your files in seconds. Everything happens locally on your Windows PC, using your own vector store.
This is fundamentally different from asking ChatGPT after the meeting. Document RAG is live, during the conversation, when the information is actually needed. The answers feed back into your Cognitive Map and transcript, creating a meeting record that includes both what was said and what was retrieved from your knowledge base.
Document RAG Tools for Meetings — Feature Comparison 2026
| Tool | Local Processing | No Bot | Speaker ID | Real-time Translation | Cognitive Map | Price |
|---|---|---|---|---|---|---|
| CFAI ★ Recommended | ✅ | ✅ | ✅ | ✅ | ✅ | Free trial / From €7.99/mo |
| Fireflies + AskFred | ❌ | ❌ | ✅ | ❌ | ❌ | Pro $18/mo |
| Microsoft Copilot | ❌ | ❌ | ❌ | ❌ | ❌ | $30/user/mo add-on |
| Notion AI + Meeting Notes | ❌ | ✅ | ❌ | ❌ | ❌ | Notion Plus $16/mo |
| ChatGPT (post-meeting) | ❌ | ✅ | ❌ | ❌ | ❌ | ChatGPT Plus $20/mo |
Why CFAI's Document RAG Is the Best for Live Meeting Use
Local Whisper Transcription
CFAI uses Faster Whisper running entirely on your Windows PC. Your audio is never uploaded — processing happens locally, even offline.
Real-Time Cognitive Map
As you speak, CFAI builds a live semantic map of your conversation. See topic clusters, predict where discussion is heading, and stay focused — in real time.
No Bot, No Notifications
CFAI captures audio from your microphone and system audio at the OS level. No bot joins your call. Other participants see no recording notification.
101 Languages, Real-Time
CFAI translates your meeting transcript into 101 languages as you speak. Perfect for multilingual teams and international calls.
Document RAG During Calls
Upload PDFs, Word docs, or CSV files. During your meeting, CFAI retrieves relevant information from your documents in real time.
Agentic AI and Web Search
CFAI's Agentic AI can perform multi-step tasks, search the web, and surface information proactively during your meeting.
100% Private by Default
All audio processing, transcription, and AI analysis runs on your Windows device. Nothing is sent to CFAI's servers unless you explicitly enable optional cloud features.
Flexible Plans, No Surprises
Free trial to test everything. Then choose from €7.99/mo (500 CF), €12.99/mo (1500 CF), or €24.99/mo (3000 CF) — cancel anytime, no lock-in.
How to Use Document RAG During a Live Meeting
Upload Documents Before the Call
Open CFAI and load your files: contracts, proposals, meeting notes, product specs. Supported: PDF, DOCX, TXT, MD, CSV, JSON. CFAI indexes them locally — no cloud upload.
Start Your Meeting
Join any call platform. CFAI transcribes in the background and makes your documents available for real-time querying.
Query During the Meeting
Ask questions in natural language mid-call: 'What's the renewal clause in the contract?' or 'What was the Q3 revenue in the spreadsheet?' Answers appear in seconds from your local index.
Review the Enriched Transcript
After the call, your transcript includes both the conversation and the document retrievals — a complete record of what was discussed and what was referenced.
Frequently Asked Questions
What is Document RAG in the context of meetings?
Document RAG (Retrieval-Augmented Generation) means uploading documents before a meeting so an AI can retrieve information from them during the call. In CFAI, this runs locally — your documents are indexed on your Windows PC and queried in real time without any cloud upload.
What file types does CFAI support for Document RAG?
CFAI supports .pdf, .docx, .txt, .md, .csv, and .json for Document RAG. You can mix file types in a single session — for example, a PDF contract + a CSV spreadsheet + markdown notes all available simultaneously.
How many documents can I upload for a meeting?
CFAI can index multiple documents per session. The practical limit depends on your Windows PC's RAM and the vector store size. For most meeting use cases (5–20 documents), performance is fast with no noticeable lag on queries.
Does Document RAG work offline?
Document indexing and retrieval run fully offline using a local vector store. If you're using a local LLM (Ollama, LM Studio), the entire Document RAG pipeline — from indexing to natural language querying — runs without internet.
Can I use Document RAG to query contracts during a sales call?
Yes. Upload the customer contract, your pricing sheet, and previous call notes before the sales call. During the meeting, ask CFAI natural language questions and get answers from your documents in real time — without interrupting the call to search manually.
Bring Your Documents Into Every Meeting
Try CFAI free. Upload any document and query it during live meetings — locally on Windows, no cloud required. Plans from €7.99/month.