Document RAG

AI Document Assistant for Live Meetings — RAG + Whisper

Upload your documents before the meeting. Ask questions during the call. CFAI surfaces the answers from your files in real time — locally, without any cloud upload.

What If You Could Ask Your Documents Questions During a Live Meeting?

Information retrieval during meetings is a common failure point: you know the answer is in a contract, a previous email, or a spreadsheet — but finding it quickly while the conversation continues is hard. Most people either interrupt the call to search, admit they'll follow up, or miss the moment entirely.

CFAI's Document RAG (Retrieval-Augmented Generation) changes this. Before your meeting, upload any document: a PDF contract, a Word doc, a CSV spreadsheet, a markdown notes file. During the call, ask CFAI in natural language — 'What were the agreed deliverables in the Q1 contract?' or 'What was the budget figure from last week's proposal?' — and CFAI surfaces the answer from your documents within seconds.

Everything runs locally on your Windows PC. Your uploaded documents are processed and indexed on-device using a local vector store. No document content is sent to external servers. Combined with real-time Whisper transcription and the Cognitive Map, CFAI becomes a live knowledge retrieval system for every meeting.

AI Document Assistants for Live Meetings — Feature Comparison 2026

ToolLocal ProcessingNo BotSpeaker IDReal-time TranslationCognitive MapPrice
CFAI ★ RecommendedFree trial / From €7.99/mo
Fireflies.ai + AskFred Pro $18/mo
Notion AI Notion Plus $16/mo
Microsoft Copilot $30/user/mo (M365 add-on)
ChatGPT with Files ChatGPT Plus $20/mo

Why CFAI is the Best Real-Time Document Assistant for Meetings

🎙️

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 — like having your knowledge base open during every call.

🤖

Agentic AI and Web Search

CFAI's Agentic AI can perform multi-step tasks, search the web, and surface information proactively during your meeting — going beyond passive transcription.

🔒

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 Set Up Real-Time Document RAG for Your Meetings

1

Upload Documents Before the Meeting

Before your call, open CFAI and upload your relevant documents: contracts, proposals, previous meeting notes, product specs, or any PDF/Word/CSV/JSON file. CFAI indexes them locally.

2

Start the Meeting

Join Zoom, Teams, Meet, or any platform. Activate CFAI's transcription and Document RAG mode. As the conversation runs, CFAI listens for questions that your documents can answer.

3

Query Documents Mid-Call

Type or speak a question into CFAI: 'What was the agreed price in the contract?' CFAI searches your uploaded documents and returns the relevant passage in seconds — without interrupting the call.

4

Build a Knowledge-Rich Transcript

After the meeting, your transcript includes both what was said and what CFAI retrieved from your documents. The Cognitive Map shows how discussion related to your document content.

Frequently Asked Questions

What is Document RAG in CFAI?

Document RAG (Retrieval-Augmented Generation) lets you upload documents before a meeting — PDFs, Word files, CSVs, markdown. During the call, CFAI retrieves relevant content from these documents when you ask questions. Everything is indexed and queried locally on your Windows PC.

Can I query a PDF during a live meeting?

Yes. Upload the PDF to CFAI before the call. During the meeting, ask any question about the document — CFAI finds and returns the relevant passage in real time, without uploading your PDF to any external service.

What file types does CFAI's Document RAG support?

CFAI supports .txt, .md (markdown), .pdf, .docx (Word), .csv, and .json files for Document RAG. Files are processed and indexed locally using a local vector store.

Does CFAI send my documents to the cloud?

No. Document indexing and retrieval run locally on your Windows PC. Your document contents are not uploaded to CFAI's servers. If you configure a cloud LLM, the LLM receives text queries but not your full documents.

How is CFAI's Document RAG different from Microsoft Copilot?

Microsoft Copilot requires a $30/user/month M365 add-on and only works within Microsoft 365 apps. CFAI's Document RAG works in any meeting on any platform, processes files locally, and costs €7.99/month with no platform lock-in.

Query Your Documents in Every Meeting — In Real Time

Try CFAI free. Upload docs before the call, get answers during the meeting — locally on Windows, no cloud, any platform. Plans from €7.99/month.