Overview

The Project Details page is for editing project details, deleting a project folder, running AI jobs, and managing the Job Queue.

Run AI Jobs ✨

The Run button on the Project Details page is used to initiate tasks to Socratics AI models. A pop-up window allows the user to select the types of items to build. Multiple job types can be run simultaneously.

Job Types

Documents

This job type updates the project knowledge base with any documents added, edited, or deleted from the Project Documents page since the last time this job was run. This makes documents available to be queried via the project Chat feature or to be used in Summary (CIM) and Financial Model jobs.

Website

This job type fetches data from the company’s website according to the URL on the project settings. The data is contains text from the top pages of the website. This data is then available to be queried via the project Chat feature or to be used in Summary (CIM)

Summary (CIM)

This job type writes the first version of a Confidential Information Memorandum (CIM) using source documents uploaded to the project knowledge base. The generated content is displayed on the Project > Summary tab. A docx file is also created and can be downloaded via project > Documents. This job typically takes 4–6 minutes to complete.

Note: If the Documents and Website job types are also run, these will run first to ensure the project knowledge base is up to date before generating the CIM.

More on working with generated CIM documents: Summary: CIM Generation

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Financial Model

This job type writes generates a financial model based on an Excel document uploaded to the project knowledge base. The generated content is displayed on the Project > Financials tab. An .xlsx file is also created and can be downloaded via project > Documents. This job typically takes 1–3 minutes to complete.

Note: If the Documents job types are also run, these will run first to ensure the project knowledge base is up to date before generating the financial model.

More on working with generated financial models: Financials: Cleanse & Categorize