Ask Sim a question when you want an explanation, a summary, or an answer drawn from your connected apps. Keep the conversation open as you check the sources and ask follow-ups.
Your organization must enable Search and make a source available to you. Connect your account if that source requires a personal connection.
Ask your first question
- Open Home in the organization sidebar. From a workspace, open the workspace menu and select Back to organization first.
- If Home shows a conversation-mode menu, choose Search before sending your first message. Members without builder access start in Search automatically and can ask immediately.
- Ask a specific question and press Enter.
For example:
What belongs in a product requirements document? Use the Confluence template and cite it. Keep the answer to three short bullets.
Include the project, topic, or timeframe that matters. If you know where the answer lives, name the app or document:
Find our launch plan in Confluence. Summarize the scope and the launch date, with sources.
Search mode finds and reads information. You can also ask it to draft content from the findings; the draft stays in the conversation until you choose where to use it.
Check the sources
Select an inline citation to open the supporting document. To review the conversation's references together:
- Select the book icon and source count beneath the answer.
- Select View all sources to open the Sources panel beside the conversation.
- Select a source title to open the original.
Check the source's date and context before relying on a detail. If documents disagree, ask Sim to compare them and identify the difference. If the answer is incomplete, narrow the question or name another source to check.
Follow up in the same conversation
You don't need to repeat the original question. Ask for the next useful detail:
Turn the template's sections into a short checklist of information I need to gather.
What belongs in the out-of-scope section?
Which parts are filled in, and which are still placeholders?
Review the cited material for each answer. A summary can miss context, and an unavailable source can leave a gap. Sim can only retrieve content allowed by your account and the organization's source settings.
Summarize and compare
Specify what you want extracted, rather than just “summarize this.”
| Task | Example prompt |
|---|---|
| Compare options | “Compare these two vendor proposals against our evaluation requirements. Cite the evidence and distinguish missing information from requirements a vendor does not meet.” |
| Catch up on a project | “Summarize Atlas updates from the past two weeks. Separate decisions, blockers, and next steps. Include owners only where the sources name them, and cite each item.” |
| Find an owner | “Who owns the launch checklist? Cite the document that assigns responsibility.” |
| Resolve a disagreement | “These documents give different dates. Compare their context and identify what is confirmed.” |
| Understand a decision | “Find the decision about Atlas authentication. Summarize the options, chosen approach, and trade-offs. Distinguish final decisions from proposals and cite the decision record.” |
| Find troubleshooting steps | “Find our SSO sign-in troubleshooting guide. Summarize the checks in order, cite the source, and identify when to escalate.” |
| Understand a policy | “What does our travel policy say about hotels and meals? Cite the policy sections, identify regional differences, and flag cases it doesn't address.” |
| Compare feedback with a proposal | “Compare onboarding feedback with the new proposal. Show each need, whether the proposal addresses it, and the supporting source. Mark gaps explicitly.” |
Follow up with “Which decisions changed an earlier plan?” or “Turn the gaps into questions for our review.”
If the sources don't assign an owner or confirm a date, ask Sim to say so. Include the timeframe you care about, and distinguish a document's update date from the event it describes. A live search is still subject to provider freshness and retrieval limits.
Prepare for a meeting
Connect Google Calendar and the apps that hold your team's documents, such as Confluence and Google Drive. Then ask Sim to bring the meeting details and relevant project context together:
Find the Atlas readiness review on November 16, 2026 in my calendar. Use the Atlas project pages in Confluence and the readiness update and pilot feedback in Google Drive to prepare a brief: meeting time, decisions needed, open questions, and what I should read beforehand. Cite the sources.
Use your own meeting name and date. Naming the meeting and its related documents helps Sim find the right context. If you need a particular time zone, include it in the request.
Follow up with “Turn the open questions into a proposed agenda” or “Which items need an update from each owner?” Check the event citation for scheduling details and the document citations for project facts. The proposed agenda is a draft; it doesn't change the calendar event.
Draft from your sources
Once you've checked the findings, ask Sim to turn them into a brief, update, email, FAQ, or presentation outline in the same conversation. Include the source material, audience, format, and constraints:
Using the Atlas launch brief and approved rollout decision, draft an internal launch announcement for customer success. Keep it under 200 words. Include what is changing, who it affects, and what the team needs to do. Keep source references next to factual claims and mark unconfirmed details as questions.
If you haven't found the evidence yet, ask Sim to retrieve it first. You can combine retrieval and drafting in one request when the scope is clear.
Continue with specific revisions:
- “Cut this to half the length without losing the action items or source links.”
- “Separate confirmed facts from proposed next steps.”
- “Use the tone of this approved example: [paste an example].”
- “Turn this product overview into an FAQ for customer-facing teams. Cite each answer and list questions the overview doesn't resolve.”
- “Turn this into a six-slide outline with a title, three key points, and supporting sources for each slide.”
Provide a style example or brand guidance when consistency matters. Check names, numbers, dates, links, and commitments against the sources. For an external audience, include only information intended for that audience and keep internal supporting material separate for your review.
Copy the reviewed draft into the app where you want to use it. Search creates text in your conversation; it doesn't send or publish the draft or change source records.
Start from a document
If you already found the right document in Search, open its … menu and select Summarize. Sim starts a conversation focused on that result. Continue with questions about its decisions, dates, or next steps.
You can also paste a relevant excerpt or attach an image to add context. Search conversations accept images; retrieve PDF or spreadsheet content through connected sources.
Your conversations remain private to you. Copying a source link does not give someone else access to the original document.
Related docs
- Find content: Search directly, filter results, and reopen recent sources.
- Connect your account: Check source connections and recover access.
- Use Sim Search in Slack: Ask questions from Slack when your organization has enabled it.