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Workflows

How to use each built-in workflow. · 13 articles

Using Document Q&A: ask questions about your files

Drop in PDFs, contracts, or case files and ask plain-language questions, with every answer cited back to the source — all on-device.

5 min read · Updated Jun 13, 2026

Using Document Summarization

Summarize long or confidential documents as bullets, an executive brief, or a detailed write-up — one file or a whole folder, fully offline.

5 min read · Updated Jun 13, 2026

Using the Private Writing Assistant

Polish, shorten, expand, fix grammar, or adjust tone on sensitive text — with track-changes review, all on-device.

5 min read · Updated Jun 13, 2026

Using PII Redaction

Detect and remove names, emails, IDs, and account numbers before sharing — with a review step and true redaction, all on-device.

5 min read · Updated Jun 13, 2026

Using Private Translation

Translate documents and text between 21 languages on-device, with formatting preserved and an optional side-by-side DOCX export.

5 min read · Updated Jun 13, 2026

Using Meeting Notes

Record or import audio/video, transcribe it on-device with speaker labels, and get a summary and decisions — no audio ever leaves your machine.

5 min read · Updated Jun 13, 2026

Using Entity Extraction

Pull structured fields out of invoices, contracts, or notes into a CSV/XLSX table — with presets or your own custom columns, all on-device.

5 min read · Updated Jun 13, 2026

Using Contract Review

Get a structured first-read of an agreement — executive summary, clause-by-clause table, and risk flags by severity — on-device.

5 min read · Updated Jun 13, 2026

Working with scans & images (OCR)

How Tholos AI automatically reads text from scanned PDFs and images inside any file-based workflow — no separate step, all on-device.

4 min read · Updated Jun 13, 2026

Using the Knowledge Base (persistent RAG)

Build named, persistent document collections you can query across sessions with cited answers — import once, ask any time, all on-device.

5 min read · Updated Jun 13, 2026

Using Batch Processing

Run a workflow across many files unattended — stage a file list, mix workflows per file, and let it process them one by one, all on-device.

5 min read · Updated Jun 13, 2026

Using the AI Infographic Generator

Turn a document or figures into a visual one-pager in a live side-by-side canvas you refine by chatting — export PNG, PDF, or SVG.

5 min read · Updated Jun 13, 2026

Voice features: dictation & read-aloud

Speak instead of type, and have answers read back to you — both fully on-device, with no audio ever leaving your machine.

4 min read · Updated Jun 13, 2026
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