Solatis Features Overview

Solatis is an AI-powered knowledge management platform that automatically analyzes documents, transcribes meetings, and creates autonomous agents to automate your work. Here's what you can do:

Feature Categories

Solatis provides 8 major feature categories that work together:

1. Document Intelligence - Automatically analyze and extract insights from documents
2. Meeting Intelligence - Transcribe, summarize, and extract action items from meetings
3. Knowledge Management - Build a searchable knowledge base using semantic search
4. Task Automation - Create tasks automatically from meetings and documents
5. Business Intelligence - Generate reports and insights from your data
6. Audio/Video Processing - Transcribe and analyze audio and video files
7. AI Agents - Create autonomous systems that work for you
8. Integrations - Connect with your favorite tools (Slack, Google Drive, Jira, etc.)

Let's explore each one.

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1. Document Intelligence

What it does: Automatically extract insights from any document (PDF, Word, PowerPoint, Google Docs)

Capabilities

Automatic Analysis

Upload a document and Solatis automatically:

• Identifies document type (contract, proposal, meeting notes, report, etc.)
• Extracts key information (dates, names, amounts, companies)
• Summarizes content (executive summary in seconds)
• Finds entities (people, organizations, locations, products)
• Analyzes sentiment (positive/negative/neutral)
• Extracts numbers (pricing, dates, metrics)

Real-World Example: Contract Analysis

You upload: NDA from a vendor (20-page PDF)

Solatis automatically:

Document Type: Non-Disclosure Agreement
Key Dates:
  - Effective Date: January 1, 2026
  - Expiration Date: December 31, 2026
  - Renewal Date: Auto-renews annually

Financial Terms:
  - Penalty for breach: $50,000
  - Territory: Worldwide
  - Duration: 1 year

Key Obligations:
  - Keep information confidential for 3 years
  - Don't disclose to third parties
  - Return all materials upon termination

Summary:
  This is a standard mutual NDA with reasonable terms.
  No unusual provisions detected. Safe to sign.

Risk Flags:
  ⚠️ Requires return of materials within 10 days (tight timeline)
  ⚠️ Defines breach penalty without minimum damages clause

Time saved: 30 minutes of manual analysis → 2 minutes

Text Extraction

Extract all text from documents:

• Works with PDFs (scanned and digital)
• Works with images
• Handles multiple languages
• Maintains document structure

Entity Extraction

Find and tag important information:

• People: Alice Johnson, CEO
• Companies: Acme Corp
• Dates: January 1, 2026
• Amounts: $100,000
• Locations: San Francisco, CA
• Products: ServiceX 2.0

Summarization

Get summaries in 3 lengths:

• One-liner: Quick summary (1-2 sentences)
• Executive summary: Key points (5-10 sentences)
• Full summary: Comprehensive summary (1-2 paragraphs)

Where to Use Document Intelligence

Use Case	Benefit
Contracts	Extract key terms, identify risks, flag expiration dates
Proposals	Extract pricing, scope, timeline, decision makers
Reports	Extract metrics, trends, recommendations
Meeting notes	Extract action items, decisions, owners
Invoices	Extract amount, dates, vendor info, line items
Resumes	Extract skills, experience, education
Research	Extract findings, citations, conclusions

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2. Meeting Intelligence

What it does: Automatically transcribe meetings, extract action items, and send summaries

Capabilities

Live Transcription

Real-time transcription during your meetings:

• 99%+ accuracy for native English speakers
• Identifies speakers (Speaker 1, Speaker 2, etc.)
• Handles multiple accents
• Works with background noise
• Captures exact quotes

Meeting Summary

Automatic summary of what was discussed:

• Overview: What was this meeting about?
• Key Decisions: What was decided?
• Action Items: What needs to be done?
• Next Steps: What happens next?
• Attendees: Who was there?
• Duration: How long was it?

Real-World Example: Product Planning Meeting

Meeting: 1-hour product roadmap discussion with 8 people

Solatis automatically:

Meeting Summary: Q1 Product Roadmap

Overview:
  Discussed Q1 2026 product priorities. Team aligned on
  focus areas for the quarter.

Key Decisions:
  1. Prioritize Performance Optimization (instead of new features)
  2. Release Authentication 2.0 by end of February
  3. Defer Mobile App to Q2

Action Items:
  □ Alice - Research performance benchmarks (Due: Jan 10)
  □ Bob - Create authentication roadmap (Due: Jan 8)
  □ Carol - Schedule vendor meetings for mobile app framework (Due: Jan 15)
  □ David - Prepare cost analysis for new infrastructure (Due: Jan 12)

Attendees:
  Alice (Product Manager) ✓
  Bob (Engineering Lead) ✓
  Carol (Design Lead) ✓
  David (Finance) ✓
  + 4 others

Duration: 1 hour 5 minutes
Next Meeting: January 22, 2026 (Standup)

Sentiment: Productive and aligned
Tone: Collaborative, some healthy debate

Time saved: Manual transcription (30 min) + summary writing (20 min) = 50 minutes → 2 minutes

Action Item Extraction

Automatically find and list action items:

• What: What needs to be done?
• Who: Who's responsible?
• When: When is it due?
• Priority: Is it urgent?

Solatis creates Jira tickets or tasks automatically.

Attendee Identification

Know who said what:

• Identifies speakers by voice
• Tracks who participated most
• Flags absent participants

Integration with Other Tools

Slack Integration

Meeting summary posted to Slack:

Meeting Summary: Q1 Product Roadmap
🎯 Overview: Discussed Q1 2026 product priorities...
✅ Key Decisions: 3 major decisions made
📋 Action Items: 4 items assigned
👥 Attendees: 8 people attended
⏰ Next: January 22 standup

Jira Integration

Action items automatically create Jira tickets:

TICKET: PROD-123
Title: Research performance benchmarks
Assignee: Alice
Due Date: January 10, 2026
Priority: High
Description: From Q1 Planning Meeting
Link: [View meeting summary]

Calendar Integration

Meetings automatically detected from your calendar:

• No setup needed
• Solatis joins Google Meet automatically
• Starts transcription when meeting starts
• Stops when meeting ends

Where to Use Meeting Intelligence

Meeting Type	Benefit
Project Planning	Document decisions, track action items
Sales Calls	Extract customer needs, create follow-ups
Engineering Reviews	Capture technical decisions, create tasks
Executive Briefings	Create executive summary, share with stakeholders
Customer Support	Transcribe support calls, document issues
Training Sessions	Create transcript for future reference
All-Hands Meetings	Create summary for people who couldn't attend

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3. Knowledge Management

What it does: Build a searchable knowledge base with AI-powered semantic search

Capabilities

Semantic Search

Search by meaning, not just keywords:

Traditional search (keyword):

You search: "How do I reset my password?"
Results:
  ❌ No results (wrong keywords)

Solatis semantic search:

You search: "How do I reset my password?"
Results:
  ✅ "Forgot your password? Here's how to recover your account"
  ✅ "Authentication troubleshooting guide"
  ✅ "Account recovery options"
  ✅ "Security - How to change your password"

Solatis understands that "reset", "recover", "change", and "forgotten" all mean similar things.

How Semantic Search Works

1. You upload documents - PDFs, Google Docs, Slack messages, meeting transcripts, etc.
2. Solatis analyzes each document - Extracts meaning (semantic embedding)
3. You search - Type what you're looking for
4. Solatis finds similar meanings - Not just keyword matches
5. You get relevant results - Even if exact words don't match

Smart Categorization

Solatis automatically organizes your knowledge base:

• By topic: Product features, security, pricing, etc.
• By document type: Policies, guides, FAQs, etc.
• By relevance: Most relevant first
• By freshness: Recently updated documents first

Search Filters

Narrow your search:

• Document type: Only show guides, policies, FAQs, etc.
• Date range: Only documents from last 30 days
• Author: Only documents written by Alice
• Workspace: Search this workspace only
• Tags: Only documents tagged "urgent"

Real-World Example: Knowledge Base Search

Your company has:

• 200+ documents (policies, guides, FAQs)
• 100+ meeting transcripts
• 50+ contracts and proposals
• Multiple Slack channels exported

Employee searches: "How do I request time off?"

Results:

1. HR Policy: Time Off Requests
   "Employees can request time off through the HR portal..."
   📅 Updated: January 5, 2026

2. FAQ: Vacation and PTO
   "Here are answers to common time off questions..."
   👍 Helpful votes: 24

3. Meeting Summary: HR Policy Review
   "We discussed time off policy changes in the January all-hands..."
   📅 From: January 2, 2026

4. Slack Discussion: Time Off Process
   "#hr-policies - Discussion about how to request time off..."
   👥 2 participants

Time saved: Digging through shared drives → instant results

Building Your Knowledge Base

Upload Documents

Drag and drop any document:

• PDF, Word, PowerPoint, Google Docs
• Images (scanned documents)
• Spreadsheets
• Text files
• Audio/video (transcribed automatically)

Import from Tools

Connect your existing sources:

• Google Drive - Auto-sync all files
• Slack - Archive channel messages
• Notion - Import all pages
• Confluence - Import wiki spaces
• Email - Forward important emails

Organize with Tags

Add tags for easy filtering:

• #urgent - Time-sensitive info
• #policy - Company policies
• #faq - Frequently asked questions
• #customer-facing - Share with customers
• #legal - Legal documents
• #deprecated - Old/outdated content

Maintain Your Knowledge Base

• Review documents monthly
• Update outdated information
• Archive old content
• Delete duplicate content
• Keep search index fresh

Where to Use Knowledge Management

Use Case	Benefit
Customer Support	Find answers instantly, provide better support
Onboarding	New employees find answers in seconds
Sales	Find proposals, pricing, case studies
Product	Centralize feature documentation
Compliance	Easy audit of policies
Internal Wiki	Replace Notion/Confluence (with AI)

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4. Task Automation

What it does: Automatically create tasks from meetings and documents

Capabilities

Automatic Task Creation

When action items are identified, Solatis creates tasks:

• Extracts action item from meeting
• Determines responsible person
• Sets due date (if mentioned)
• Sets priority level
• Creates in Jira, Asana, or native Solatis tasks
• Notifies assignee

Real-World Example: Meeting to Tasks

Meeting: Sales team weekly standup

Discussion:

Alice: "Bob, can you update the RFP response by Friday?"
Bob: "Sure, I'll add our latest case studies"
Carol: "And we should schedule a call with Acme Corp soon"
Alice: "Good idea. Carol, can you reach out to them?"

Solatis automatically creates tasks:

Task 1: Update RFP response with latest case studies
Assignee: Bob
Due: Friday, January 10, 2026
Priority: High
Created from: Sales Standup (Jan 8)

Task 2: Schedule call with Acme Corp
Assignee: Carol
Due: January 10, 2026 (ASAP)
Priority: Medium
Created from: Sales Standup (Jan 8)

Smart Deadline Detection

Solatis understands time references:

• "By Friday" → Friday of this week
• "Next quarter" → First day of next quarter
• "ASAP" → Due tomorrow
• "End of month" → Last day of this month
• "Two weeks" → Two weeks from today

Priority Assignment

Solatis infers priority from language:

• High: "Urgent", "ASAP", "Critical", "Today"
• Medium: "This week", "Soon", "Important"
• Low: "When you get a chance", "Eventually"

Multi-Tool Integration

Create tasks in any tool:

• Jira - For engineering teams
• Asana - For project management
• Monday.com - For operations
• Trello - For simple workflows
• Solatis native - Simple in-app tasks

Workflow: Document to Task

You upload: Proposal document

Solatis analyzes:

• Identifies action items in document
• Extracts decision deadlines
• Identifies responsible parties (when mentioned)
• Flags budget approvals needed

Creates tasks:

Task: Review vendor contract terms
Created from: RFP Response Document
Priority: High
Due: January 15, 2026

Task: Schedule budget review meeting
Created from: RFP Response Document
Priority: Medium
Due: January 12, 2026

Task: Request legal review of terms
Created from: RFP Response Document
Priority: High
Due: January 10, 2026

Where to Use Task Automation

Use Case	Benefit
Meetings	Turn action items into tasks automatically
Documents	Extract TODOs from documents
Projects	Create tasks from project plans
Processes	Automate task creation for workflows

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5. Business Intelligence

What it does: Generate reports and dashboards from your data

Capabilities

Automatic Reporting

Generate reports from your knowledge base:

• Weekly summaries - What happened this week?
• Team reports - What did this team accomplish?
• Project reports - Progress on projects
• Customer reports - Customer activity and health

Real-World Example: Weekly Business Report

You request: Weekly team activity report

Solatis automatically generates:

Weekly Report: Product Team
Week of January 6-10, 2026

Summary:
The product team completed 12 items, with focus on Q1
roadmap finalization and design system improvements.

Key Metrics:
📊 Meetings held: 8
📄 Documents created: 15
✅ Tasks completed: 12
🎯 Decisions made: 3

Highlights:
1. Finalized Q1 roadmap with all stakeholders aligned
2. Completed design system documentation
3. Started performance optimization project

Challenges:
⚠️ Design review meetings scheduled for next week
⚠️ Waiting on legal review for new integrations

Next Week:
- Design system release
- Performance optimization begins
- Customer advisory board meeting

Detailed breakdown:
[With meeting summaries, document lists, task completion data]

Dashboard Creation

Create custom dashboards:

• Productivity dashboard - Tasks completed, documents created
• Meeting dashboard - Attendance, action items, outcomes
• Customer dashboard - Interactions, satisfaction, health
• Finance dashboard - Budget tracking, spending

Trend Analysis

Identify patterns:

• Which teams are most productive?
• When are most meetings scheduled?
• What topics are discussed most?
• Are projects on track?

Where to Use Business Intelligence

Use Case	Benefit
Executive Reporting	Share insights with leadership
Team Performance	Track team productivity
Project Tracking	Monitor project health
Customer Success	Track customer interactions
Financial Analysis	Monitor spending and ROI

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6. Audio & Video Processing

What it does: Transcribe and analyze audio and video files

Capabilities

Transcription

Convert audio/video to text:

• Video files - MP4, MOV, WebM
• Audio files - MP3, WAV, M4A
• Podcasts - Entire episodes
• Interviews - Record and transcribe
• Presentations - Record your screen + audio

Real-World Example: Podcast Transcription

You have: 1-hour podcast episode (MP3 file)

Solatis:

1. Uploads file (automatic transcription starts)
2. Generates full transcript (99%+ accuracy)
3. Identifies speakers (if multiple)
4. Timestamps each statement
5. Extracts key quotes
6. Generates summary

Result: Full text transcript in Solatis, searchable and analyzable

Speaker Identification

Identify who's speaking:

• Multi-speaker detection - Automatically separate speakers
• Speaker diarization - Label Speaker 1, Speaker 2, etc.
• Name identification - Match voices to names (with AI)

Keyword Extraction

Find important phrases:

• Technical terms used
• Product names mentioned
• Customer feedback quotes
• Decision points

Sentiment Analysis

Understand tone and emotion:

• Overall sentiment (positive/negative/neutral)
• Emotional intensity
• Topics that trigger emotion

Where to Use Audio/Video

Use Case	Benefit
Podcast Transcription	Make podcasts searchable
Sales Calls	Transcribe customer calls
Interviews	Transcribe job interviews
Recorded Presentations	Create transcripts for sharing
Customer Support	Transcribe support calls

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7. AI Agents

What it does: Create autonomous systems that work for you

Capabilities

Pre-Built Agents

Ready-to-use agents for common tasks:

1. Meeting Analysis Agent

   • Runs automatically when meeting ends
   • Transcribes, summarizes, extracts action items
   • Creates Jira tickets
   • Sends summary email

2. Knowledge Retrieval Agent

   • Answers questions from your knowledge base
   • Explains decisions and reasoning
   • Cites sources

3. Content Analysis Agent

   • Analyzes documents
   • Extracts entities and metadata
   • Generates summaries

4. Task Automation Agent

   • Creates tasks from identified action items
   • Assigns to right people
   • Sets deadlines

5. Competitor Intelligence Agent

   • Monitors competitor mentions
   • Extracts key developments
   • Generates briefings

Custom Agents

Build your own agents for specific workflows:

Example: Lead Scoring Agent

Trigger: New lead added to CRM

Agent workflow:
1. Extract lead information (name, company, email)
2. Search for company info
3. Analyze email domain (corporate vs free email)
4. Check website/LinkedIn
5. Score based on criteria (50-100)
6. Add score to CRM
7. Notify sales if high score

How Agents Work

The Agent Cycle:

1. Perception 👁️

   • Agent observes trigger ("Meeting ended")
   • Gets context ("Who attended? What was discussed?")

2. Planning 🧠

   • Agent reasons about goal ("How do I transcribe and summarize?")
   • Determines steps ("Transcribe → Extract items → Create tasks")

3. Execution ⚙️

   • Agent takes actions
   • Calls tools (transcription API, semantic search, etc.)
   • Creates outputs (tickets, emails, etc.)

4. Explanation 📋

   • Agent explains what it did
   • Documents reasoning
   • Provides confidence level

Where to Use AI Agents

Use Case	Benefit
Meetings	Automatic transcription and action items
Documents	Automatic analysis and summary
Monitoring	Continuous watch for important events
Coordination	Orchestrate multiple AI agents
Automation	Automate repetitive workflows

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8. Integrations

What it does: Connect Solatis with your favorite tools

Available Integrations

Communication

• Slack - Post summaries, send alerts, run commands
• Email - Forward emails to Solatis, email summaries
• Microsoft Teams - Similar to Slack

Productivity

• Google Drive - Auto-sync documents
• Microsoft 365 - Auto-sync Word/Excel/PowerPoint
• Notion - Import and sync pages

Project Management

• Jira - Create/update tickets, link documents
• Asana - Create/update tasks
• Monday.com - Create/update items
• Trello - Create/update cards

Video & Calendar

• Google Meet - Auto-join meetings, transcribe
• Zoom - Integrate meeting recordings
• Google Calendar - Detect and analyze meetings
• Outlook Calendar - Detect and analyze meetings

Development

• GitHub - Track issues, PRs, code discussions
• GitLab - Similar to GitHub
• Confluence - Import wiki pages

CRM

• Salesforce - Sync leads, opportunities, accounts
• HubSpot - Sync CRM data
• Pipedrive - Sync deals and contacts

How Integrations Work

Example: Slack + Solatis

1. Authorize Solatis in Slack - Allow Solatis to post to channels
2. Configure which channels - Choose #general, #meetings, #alerts
3. Meeting summary - Solatis posts summary to #meetings after each meeting
4. Task alerts - Solatis reminds about due tasks in #alerts
5. Search from Slack - Type /solatis search term to search knowledge base

Example: Jira + Solatis

1. Authorize Solatis in Jira - Allow Solatis to create/update tickets
2. Meeting analysis - Action items create Jira tickets automatically
3. Link documents - Tickets link to meeting summaries
4. Auto-assignment - Tickets assigned based on responsibility
5. Status tracking - Update Solatis when ticket is complete

Where to Use Integrations

Scenario	Integration
Share meeting summaries	Slack
Organize documents	Google Drive
Track action items	Jira, Asana
Schedule meetings	Google Calendar, Outlook
Manage CRM data	Salesforce, HubSpot

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Feature Combinations

Real-World Scenario: New Customer Onboarding

Customer signs contract. What happens:

1. Document Intelligence 📄

   • Contract is uploaded
   • Solatis extracts key dates (start date, renewal date)
   • Extracts payment terms
   • Flags any special conditions

2. Task Automation ✅

   • Action items automatically created:
     • "Send onboarding materials" (Due tomorrow)
     • "Schedule kickoff call" (Due Friday)
     • "Create customer account" (Due today)

3. Meeting Intelligence 🎙️

   • Kickoff call is scheduled
   • Solatis transcribes the meeting
   • Extracts customer requirements
   • Generates action items

4. AI Agents 🤖

   • Agent analyzes customer requirements
   • Recommends Solatis features to enable
   • Creates customization tasks
   • Schedules follow-up

5. Integrations 🔗

   • Tasks created in Jira
   • Meeting summary posted to Slack
   • Customer added to CRM
   • Kickoff call recorded and transcribed

6. Knowledge Management 🧠

   • Customer info added to knowledge base
   • Future customer searches find relevant resources
   • Use case documented for similar customers

Result: Customer onboarded efficiently, all info captured, zero manual work.

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Getting Started with Features

Step 1: Start Simple

• Upload a document and see automatic analysis
• Join a meeting and see real-time transcription
• Search your documents with semantic search

Step 2: Connect Integrations

• Connect Slack for summaries
• Connect Google Drive for documents
• Connect Jira for task tracking

Step 3: Explore Agents

• Use pre-built meeting analysis agent
• Create simple custom agent
• Monitor agent performance

Step 4: Scale

• Build comprehensive knowledge base
• Set up automated workflows
• Deploy multiple agents working together

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Feature Comparison Table

Feature	Capability	Time Saved	Cost Impact
Document Analysis	Automatic extraction and summary	30 min/doc	Free
Meeting Transcription	Auto transcribe, 99% accuracy	30 min/meeting	~$0.05 per meeting
Semantic Search	Find by meaning, not keywords	5 min/search	Free
Task Automation	Create tasks from meetings	10 min/meeting	~$0.02 per task
Meeting Agent	Full meeting workflow automation	1 hour/meeting	~$0.10 per meeting
Custom Agents	Automate any workflow	Variable	~$0.05 per execution
Integrations	Connect with your tools	30 min setup	Free

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FAQ

Q: Which features should I start with?

A: Start with:

1. Document upload + analysis
2. Meeting transcription
3. Semantic search

Once comfortable, add: 4. Integrations (Slack, Jira) 5. Task automation 6. Custom agents

Q: Can I use features together?

A: Yes! That's where the power is. Meetings create tasks, documents are searchable, agents handle everything.

Q: Do I need all features?

A: No. Use what you need. Every feature is optional. Start simple, add more as needed.

Q: How much do features cost?

A:

• Base plan: $149/month (includes all features)
• AI execution: ~$0.01-0.10 per use (meetings, document analysis, searches)

See Pricing for details.

Next Steps

Ready to dive in?

1. Getting Started - Set up your account
2. Using Documents - Upload and analyze documents
3. Meeting Analysis - Set up meeting transcription
4. Knowledge Base - Build searchable knowledge base
5. Automating Tasks - Create tasks automatically
6. AI Agents - Learn about AI agents

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Questions? Contact support - we're here to help!