SureLink AI helps organizations work smarter with their documents through secure search and content generation. Below is a quick reference to show ideal use cases, limitations, and example prompts you can try right away.
SureLink AI helps organizations work smarter with their documents through secure search and content generation. Below is a quick reference to show ideal use cases, limitations, and example prompts you can try right away.
✅ Good For
File, Folder, and Email Search
Use SureLink AI to quickly find specific files, folders, or emails. Locate files, folders, or emails when you know part of the name, folder description, or can describe part of the content. SureLink AI can search for emails in the following desktop email clients: Apple Mail, Outlook Classic, & Thunderbird.
- Example Prompts:
- “Find my most recent company logo image in my documents folder.”
- “Find my resume within Google Drive.”
- “Find my most recent email from John and summarize the action items.”
Content search (Needle-in-a-haystack)
Pulls and summarizes precise passages or specific content from large document collections (up to about ~10,000 files) when you remember a phrase or detail. Providing a general folder description will help this be more accurate.
- Example Prompts:
- “Find the section in our policy that covers remote work.”
- “Show me the inspection report from March 2023.”
- “Find the contract that Jane sent me in our last email conversation.”
Email Drafting
Generates email drafts directly into the following email clients: Apple Mail, Outlook Classic, & Thunderbird.
- Example Prompts:
- “Send my resume to John in an email and thank him for our meeting at the coffee shop.”
- “Email Jane and let her know I will be a few minutes late to our meeting”
- “Email John and remind him to sign our confidentiality agreement before the end of the week.”
Document Templating
Spins up consistent word documents and sections from saved templates with minimal effort. Fully customizable and you can add up to 10 templates, and 100 tags per template. Currently only uses information you type in the input box and any file you drop/attach into the input box (not your other files).
- Example Prompts:
- “Draft a service notice about upcoming maintenance.”
- “Create a standard operating procedure for equipment checks.”
- “Write a project proposal outline for a new client.”
Private General Chat & Content Drafting
Generates clear explanations, report sections, and proposal text from your task descriptions, attached files, and linked content. It is best to build content section by section. This does not search the web. Context is up to date to June 2024.
- Example Prompts:
- “Create an outline for how to create a business plan.”
- “What are the best practices when dealing with an upset customer?”
- “How can I be more efficient with scheduling my time?”
Graphing with context
Produces useful charts when you provide the correct data and instructions. This does not use your files.
- Example Prompts:
- “Create a line graph showing the population growth of the United States.”
- “Create a pie chart of global economic demographics.”
Opens Files, Folders, and Emails
When asked can open described files and folders.
- Example Prompts:
- “Open my latest invoice from my statements folder.”
- “Open my time sheet document on my desktop.”
- “Open my last email from John.”
❌ Not Good For
Cross-file Analysis & Math
Depending on file sizes, SureLink AI cannot summarize content from more than ~10 files in any one answer; beyond that, answers become incomplete or inaccurate. Also, not dependable for precise calculations or deeper quantitative analysis without external verification.
- Example Prompts That Won’t Work Well:
- “Summarize my outstanding balance for all invoices from 2024.”
- “Review all my meeting resolutions and sum how many times John attended.”
- “Look through all my images and find how many times Jane was photoed”
File Editing/Updates
SureLink AI does not make any edits or updates to any of your existing files.
- Example Prompts That Won’t Work Well:
- “Update my revenue spreadsheet to include the new balances from our December invoices”
- “Update the file name of my Resume to be John’s Resume 2026”
- “Re-organize my files on my desktop to be based on business category”
Specialized Systems Replacement
SureLink AI is not intended to replace software built for highly technical or operational tasks.
- Limitations:
- Not a GIS or mapping platform.
- Not an Electronic Health Record (EHR) system.
- Not a financial/accounting or asset management system.
- Example Prompts That Won’t Work Well:
- “Run a hydraulic simulation of our water system.”
- “Update patient records in the EHR.”
- “Balance our books for last quarter.”
Expert-Level or Technical Outputs
SureLink AI does not replace professional expertise.
- Limitations:
- Cannot diagnose medical conditions.
- Cannot generate CAD drawings or blueprints.
- Cannot conduct engineering simulations.
- Example Prompts That Won’t Work Well:
- “Diagnose this patient’s symptoms.”
- “Generate a building schematic in CAD format.”
- “Model the structural stress on this bridge design.”
Real-Time or High-Touch Interactions
SureLink AI does not operate as a live, interactive system for urgent or transactional tasks. SureLink AI does not have access to the internet, and the underlying AI’s general-world knowledge is capped in June 2024, so anything newer must come from your files.
- Limitations:
- Not a web search tool.
- Not a real-time chat support tool.
- Not a substitute for urgent communications.
- Example Prompts That Won’t Work Well:
- “Tell me what the most recent building codes are in the City of Fort Collins”
- “Respond to this customer in real time.”
- “Send an emergency message to all patients right now.”
Key Takeaway
SureLink AI is most effective for document searching and drafting. Use it to handle the document-heavy, communication-heavy parts of your workflow so your team can focus on decision-making and specialized expertise.
