Tactic
Tactic: Automate Research and Analysis
About
Extract insights from documents anywhere. Streamline your workflow and enhance decision-making by automating research, analysis, and actions using Tactic. Tactic lets users process every email and join every meeting through imports of presentations, contracts, decks, meeting notes, and all types of communications. It helps users discover, condense, and rank key contextual highlights and relevant business answers, analyze the information, and outline subsequent actions. Tactic empowers data-driven leadership by distributing analysis via interactive reports, emphasizing critical priorities to boost company performance. Users can bring in unstructured documents from diverse origins like news, Google, PDFs, webpages, and others, then leverage robust querying for cross-document referencing. With Tactic, craft ideal reports using markdown support, and effortlessly share or publish results. Unlike a simple chatbot such as ChatGPT, Tactic delivers comprehensive capabilities like data import, extraction from unstructured sources, visualization, and integrations, all while prioritizing data security. It offers a free trial alongside structured pricing options tailored to different business requirements.
Details
Tactic is an AI-powered app builder that automates research, analysis, and action from any document. Users can import a variety of unstructured documents—including presentations, contracts, meeting notes, PDFs, webpages, and customer conversations—then summarize, cross-reference, and query the data using SQL-like commands. The platform generates interactive, markdown-based reports that can be shared with teams to drive data-informed decisions. Tactic offers a free tier with limited documents and visuals, as well as paid plans for expanded capacity and integrations. Designed for executives, researchers, legal professionals, investors, sales teams, and more, Tactic helps organizations stay on top of information overload and focus on the right priorities.
Key Features
- Automated research and analysis
- Importing unstructured documents
- Data summarization and prioritization
- Interactive reports generation
- Cross-referencing of multiple documents
- Data security
- Markdown support for reporting
- Integration capabilities
- SQL-like querying for unstructured data
- Collaborative data sharing
Use Cases
- Executives: Executives who need to sift through large volumes of documents to make informed decisions.
- Research Analysts: Research Analysts who require efficient ways to analyze and summarize data from multiple sources.
- Legal: Legal professionals who need to review contracts, meeting notes, and other documents quickly and accurately.
- Investors: Investors looking to analyze market research and companies’ data to make investment decisions.
- Sales & Marketing: Sales & Marketing teams needing to prioritize leads and market feedback through data-driven insights.
- Procurement: Procurement departments requiring streamlined processes for document analysis and supplier evaluation.
- HR: HR teams looking to sift through resumes, employee feedback, and other documents to make better hiring and management decisions.
- Business Strategists: Business strategists needing comprehensive analysis from varied data sources to drive company strategy.
- Product Managers: Product managers wanting to analyze customer feedback and market research for product development.
- Consultants: Consultants aiming to provide data-backed recommendations to clients.
Pros & Cons
Pros
- Automates time-consuming research and analysis tasks
- Supports a wide range of unstructured document types and sources
- Enables cross-document referencing and structured querying
- Generates shareable, interactive reports with rich formatting (Markdown)
- Free tier available to try the product with limited documents and visuals
Cons
- Free plan limits to 5 documents, 1 visual, and 5 questions per visual
- Currently in beta (free until launch), so stability and support may be limited
- Pricing after beta launch is not yet disclosed
- No offline mode or native desktop app mentioned
Frequently Asked Questions
Why can't I just do this with ChatGPT?
ChatGPT is a chatbot, while Tactic is an AI app builder that adds end-to-end features such as importing data, extracting structure from unstructured information, visualizing it, and applying integrations.
Isn't this just copy and pasting text into GPT?
No, Tactic provides advanced functionalities like importing various types of documents, summarizing data, generating reports, and integrating with other tools, which goes beyond simple copy-pasting.
What kinds of questions can this answer?
Tactic can answer specific business-related questions by analyzing imported documents and summarizing key data points. It's like having an SQL for unstructured data.
What is a Tactic visual?
A Tactic visual is an interactive report generated by the platform that highlights key insights and data, making it easier to share and collaborate with your team.
What happens after I visualize the answers?
After visualizing the answers, you can share your interactive reports with your team to drive action and focus on the right priorities.
How secure is my data?
Tactic employs robust data security measures to ensure that your information is protected.
What are your data security measures?
We have implemented advanced security protocols and measures to keep your data secure and compliant with industry standards.
What types of documents can Tactic import?
Tactic can import various unstructured documents including emails, presentations, meeting notes, contracts, news, Google Docs, PDFs, webpages, APIs, and customer communications.
Can I cross-reference multiple documents?
Yes, Tactic allows you to cross-reference multiple documents to surface contextual highlights and key answers relevant to your business.
Is there a free version available?
Yes, Tactic offers a free plan where you can import up to 5 documents and build 1 visual with up to 5 questions.