Tools
Mainbranch includes a suite of specialized tools designed to help you accomplish specific tasks efficiently. These tools are accessible from the App Drawer in the sidebar.
Available Tools
Section titled “Available Tools”Tools Overview
Section titled “Tools Overview”Each tool is designed for a specific type of task:
| Tool | Purpose | Best For |
|---|---|---|
| Smart Forms | Extract data from forms and autofill | Processing applications, reports, and standardized forms |
| Transcription Studio | Convert audio/video to text | Meeting recordings, interviews, voice notes |
| Deep Dive | Comprehensive research | Complex questions requiring multiple sources |
| Data Visualizer | Create charts and diagrams | Presenting data, creating reports |
| Visual Creator | Generate images with AI | Creating visuals, illustrations |
| Email Assistant | Draft professional emails | Communications, responses, announcements |
| Document Chat | Chat with uploaded documents | Analyzing specific documents |
Accessing Tools
Section titled “Accessing Tools”From the Sidebar
Section titled “From the Sidebar”Tools are located in the App Drawer section of the sidebar. Click any tool to open it.
From the Dashboard
Section titled “From the Dashboard”You can also access tools through Quick Actions on the Dashboard or by asking the AI Assistant:
"Start a new transcription""Help me draft an email""Create a chart from this data"When to Use Each Tool
Section titled “When to Use Each Tool”Smart Forms
Section titled “Smart Forms”Use when you need to:
- Extract data from scanned or digital forms
- Autofill repetitive form fields
- Process standardized documents
Transcription Studio
Section titled “Transcription Studio”Use when you need to:
- Transcribe audio recordings
- Convert video to text
- Create searchable text from media files
Deep Dive
Section titled “Deep Dive”Use when you need to:
- Research complex topics
- Get comprehensive answers with multiple sources
- Produce detailed reports on a subject
Data Visualizer
Section titled “Data Visualizer”Use when you need to:
- Create charts from data
- Visualize trends and patterns
- Prepare presentation graphics
Visual Creator
Section titled “Visual Creator”Use when you need to:
- Generate images from descriptions
- Create illustrations and graphics
- Produce visual content
Email Assistant
Section titled “Email Assistant”Use when you need to:
- Draft professional emails
- Respond to messages
- Create announcements or communications
Document Chat
Section titled “Document Chat”Use when you need to:
- Ask questions about specific documents
- Analyze uploaded files
- Extract information from documents
Tools vs. AI Assistant
Section titled “Tools vs. AI Assistant”Use the AI Assistant for:
Section titled “Use the AI Assistant for:”- General questions and searches
- Quick tasks
- Multi-topic conversations
- Exploring your knowledge base
Use Specialized Tools for:
Section titled “Use Specialized Tools for:”- Focused, single-purpose tasks
- Tasks requiring specialized interfaces
- Workflows with specific inputs and outputs
- Tasks you repeat frequently
Getting Started with Tools
Section titled “Getting Started with Tools”- Identify your task — What do you need to accomplish?
- Choose the right tool — Select the tool best suited to your task
- Provide inputs — Upload files, enter text, or configure settings
- Review outputs — Check and refine the results
- Export or save — Download or save your work
Tool History
Section titled “Tool History”Most tools maintain a history of your previous sessions. You can:
- Access past work
- Continue where you left off
- Reuse previous outputs
Next Steps
Section titled “Next Steps”Click on any tool above to learn how to use it effectively.