Katelyn Nelson

  • Total activity 37
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 0
  • Subscriptions 25

Activity overview

Latest activity by Katelyn Nelson
  • Katelyn Nelson created an article,

    Integrations

    Connect Integration: 1. Click your initials in the top right corner of the Charli platform 2. Select Integrations 3. Click Connect next to your desired integration 4. Follow the prompts in the con...

  • Katelyn Nelson created an article,

    SEC Projects

    Enterprise businesses rely on SEC filings to make informed decisions when evaluating a company. In Charli users have the ability to pull SEC documents through our SEC EDGAR integration and the AI w...

  • Katelyn Nelson created an article,

    AI Powered Research

    Information is everywhere and Charli AI Research helps extract meaningful insights from any resource imaginable. This advanced AI capability generates refined content in a report. Charli AI Researc...

  • Katelyn Nelson created an article,

    AI Powered Data Extraction

    Charli AI has the ability to analyze and extract information from various types of documents. By using Charli to extract data from documents, users can spend more time analyzing the data and making...

  • Katelyn Nelson created an article,

    Key Terms and Concepts

    Workflow: A Workflow refers to a series of steps that Charli needs to complete to finish the Task that has been assigned to Charli. Library: The Library is where all resources uploaded to Charli AI...

  • Katelyn Nelson created an article,

    Comprehensive Summaries

      Comprehensive summaries are available on the Enterprise Plan. Long and complex PDFs can be summarized into more digestible formats. Comprehensive Summaries will help you quickly understand a docu...

  • Katelyn Nelson created an article,

    Add Content to CharliAI

    Charli supports doc, pdf, .vtt, xls, link, and many more formats up to 30MB. Upload your content to Charli for advanced AI analysis and obtain the information needed in a digestible form. Charli AI...

  • Katelyn Nelson created an article,

    Spreadsheet Generation

    Along with Charli’s ability to generate a Market report, Charli is also able to generate spreadsheets based on extracted data which allows users to spend more time analyzing data, rather than gathe...

  • Katelyn Nelson created an article,

    Notes

    In Charli, users have the ability to Add Notes to Projects, Library Collections, and individual resources. Adding notes provides users with the ability to document their thoughts and any questions ...

  • Katelyn Nelson created an article,

    Add Research

    While working on a Research Project, additional topics of research may come up when reviewing Charli's initial results. Having the ability to Add Research to your Projects allows users to add addit...