Your files, put to work
Keep hotel staff working from the same approved service information
Draft a staff answer distinguishing published arrangements from requests needing a supervisor.
Keep the relevant documents in OpenDataRoom, then let your own or the recipient’s compatible AI work from that selected evidence. You choose the sources, access and sharing window.
Updated 17 October 2026 · OpenDataRoom · Fictional worked example
Your workflow at a glance
- Who it’s for
- Hotel operations and training teams
- The task
- Draft a staff answer distinguishing published arrangements from requests needing a supervisor
- Bring these materials
- Service briefing.mdBriefing version.md
A fictional situation Fictional example: Harbour House serves breakfast 07:00–10:00. The duty manager handles requests outside the published service.
Before you share
Your working output: A consistent service explanation for the staff member
- Bring the approved, dated versions of: Service briefing.md, Briefing version.md.
- Check the readable text, source dates and permitted audience.
- Choose your own compatible AI or invite the intended recipient with an appropriate access deadline.
- Check the result against the source before using it; retain open questions rather than filling gaps.
How OpenDataRoom helps
The difference in your workflow
Staff can find the approved service wording and see when an exception needs a manager. Operations keeps the briefing together for repeat questions and explicitly shares a revised copy when arrangements change.
Keep the source documents organised in a drop, like a folder. Create named packs for different audiences, approve their access and let each recipient use their own AI. OpenDataRoom manages access and request records; the recipient’s AI performs the analysis.
- Reusable private packs ↗
Keep the selected documents together for repeat questions and later reviews, within the displayed retention period.
- Source access for your AI ↗
Let a compatible AI list, search and read the supplied text. Ask it to cite the file and passage so you can check the answer.
- Named recipients and separate packs ↗
Choose who can connect. Prepare separate packs when people are allowed to see different documents.
A fictional example, shown one step at a time. No files are uploaded and no email or AI call is made.
01Choose the useful files
Start with the evidence for this question.
Prepare the approved versions of Service briefing.md, Briefing version.md. Check the readable text and leave unrelated material out.
Selected for this example · 2 documents
02Choose who gets access
Your pack. Your permission.
Use it with your own AI or invite a named recipient. Set a useful deadline. If people may see different documents, prepare separate packs.
- Recipient
- alex@example.com
- Example access window
- 24 hours
- Scope
- Only this selected pack
Verify email · approve access
Illustrative settings. No invitation is sent.
03Connect the recipient’s AI
Connect once. Choose approved packs.
Add OpenDataRoom in a compatible AI app’s connector settings and complete authorisation. A reusable connection lists only the packs you explicitly approve. Sending a URL into ordinary chat does not install the connection.
Example connection address
https://example.invalid/mcp/your-pack- Open connector settings.
- Add the real address from your pack.
- Complete authorisation.
The address shown here is deliberately inactive.
04Ask the question
Let the source material do useful work.
The recipient decides what to ask. Their AI can list, search and read the approved text; OpenDataRoom supplies access, not the AI model. The current tools return extracted text, not complete original files. Check the preparation report for material they cannot represent.
What should I tell a guest asking for breakfast at 10:30?
Your ready-to-use prompt
05Check the answer
An answer you can trace back.
Ask for the source file and passage. Compare the result with the originals and keep assumptions or missing evidence visible.
Explain the published 07:00–10:00 breakfast hours and refer the request to the duty manager. The supplied briefing does not authorise an exception.
Open the source. Check the wording, date and conditions.
06See what was requested
A clearer handover and follow-up.
Review the requests received through the authorised connection. Investigate gaps, offer a clarification or end future access when the task is finished.
The record shows requests and prepared responses. It does not show the full chat or prove someone read an answer.
Look inside the example Fictional
These are invented teaching documents. The example demonstrates a workflow, not customer evidence or a verified outcome.
Read the 2 example sources
Service briefing.md
Fictional Harbour House serves breakfast 07:00–10:00. The duty manager handles requests outside the published service.
Briefing version.md
Operations approved this briefing on 10 October. Special-event arrangements are issued separately and are not included here.
The useful detail
Questions about this workflow
What to prepare, how access works and what to expect from the result.
What would this change in my workflow?
Staff can find the approved service wording and see when an exception needs a manager. Operations keeps the briefing together for repeat questions and explicitly shares a revised copy when arrangements change. The practical task is to draft a staff answer distinguishing published arrangements from requests needing a supervisor.
Which documents should I include?
For the example on this page, start with Service briefing.md, Briefing version.md. Use the approved versions relevant to the task and include source dates, definitions and any known gaps. Review the prepared text and disclosure scope before sharing. The fictional examples illustrate the structure; OpenDataRoom does not supply or verify your underlying research.
Can the pack confirm availability or approve a guest request?
It can supply the hotel information included in the approved documents. It cannot establish live room availability, reserve a service or authorise an exception. State source dates and conditions in the pack and identify the hotel contact for arrangements requiring confirmation. A guest or staff member needs a compatible AI app; this is not a hotel chatbot supplied by OpenDataRoom.
How does the recipient connect, and who gets access?
Choose your own AI or invite the intended email recipient. For a private invitation, the recipient verifies the authorised email and completes the required approval flow, then adds the connection in a compatible AI app’s settings. Forwarding an invitation alone does not authorise a different email. Permission covers the selected pack; create separate packs when audiences may see different documents.
Can I keep the files and end someone’s access?
Your wallet contains source drops, like folders. Each named pack shares selected files or passages from one drop. The source drop and its access packs have separate deadlines. You can keep the source until its displayed retention deadline while ending a recipient’s future access. Choose a sharing window, revoke it earlier when needed, and approve an extension deliberately. Expiry cannot recall material that an AI app or recipient has already retrieved.
What happens when I update or remove a file?
After you review and accept a drop update, fresh authorised requests receive the current versions of files already selected for their packs. This does not force an AI to fetch the files again or refresh its existing chat context. New files do not join those packs automatically. Review changed selected passages explicitly. Removing a file or its permission stops future retrieval, and access-change notices are queued for affected recipients. Provider acceptance is not proof of inbox delivery. This cannot erase content already retrieved.
What if my files or AI app are not supported?
Check the compatibility guide and try the public service-information sample first. An app must support the required MCP connection and authorisation; pasting a URL into ordinary chat does not install it. Use supported text-based files and inspect the preparation report. Originals are retained in encrypted storage, but the current AI tools return extracted text, not complete original files. Charts, images and layout are not faithfully delivered by those tools. Image-only scans and standalone images are refused; no OCR, audio transcription or spreadsheet recalculation is provided. Current pilot limits are listed on the pricing page.
What information is recorded about use of the pack?
The ledger records requests received by the service, authorised connection references, requested source information and preparation outcomes. Recipients can also deliberately submit a request, comment or note after approving the exact text. The owner sees that message, the verified connection identity and time in Recipient inbox for up to 90 days, unless deleted sooner. Received does not mean read or answered; no agent or automatic research is started. It does not record the entire AI conversation. Search text is supplied by the AI and may differ from the human question. An AI can reuse retrieved material without making another request. Literal search can miss relevant material; neither a search nor a file request proves that the AI reviewed the entire pack. Owners can investigate no-match searches before deciding whether to clarify wording, repair extraction or add information. A no-match result alone is not proof that a document is missing.
Who can read my files in the hosted connection?
Private-library file names and contents are encrypted in the browser with your wallet key. A hosted AI connection uses a separate access copy that you approve and that the service can decrypt for authorised retrieval. The receiving AI gets the content it retrieves and applies its own data policies. An optional desktop connector can decrypt locally, but it requires installation and is not a universal mobile connection. Review the security and compatibility pages before choosing a route.
Now it’s your turn
Try the whole journey.
Choose the example files and move through the connection, question, answer and ledger. The tour advances every four seconds; tap a step or Pause to take over.
No real upload, email or AI call is made. The connection in this fictional demo is inactive.
The six static steps and example sources above remain available if the interactive tour cannot load.