OpenAI for business
Send a PDF directly or build a RAG workflow?
Choose between a one-document task and recurring search across company knowledge.
Match the task
Reviewing one document differs from answering daily questions across a large library. A one-off task needs clear extraction or comparison criteria. Recurring knowledge access needs retrieval, updates and source ownership. Choose architecture after understanding usage.
Test difficult documents
Include scans, multi-page tables and mixed Arabic-English layouts. A convincing summary can hide a missed column. Keep extracted fields traceable to their original location and make important numbers reviewable against the source.
Decide from evidence
Compare accuracy, latency and update effort on representative files. Retrieval fits repeated questions over changing knowledge, while exceptional documents may need a separate review path. Enforce file access before either workflow receives content.
Educational content prepared with AI assistance. Proposed examples illustrate an approach and do not guarantee results. Our editorial approach