How to Chat with a PDF: Ask Your Document Questions

Turn the PDF into a note

Upload the PDF on the Convert PDF & Images to Text page, or take a photo of a printed page. NoteBase reads the text, including scanned pages, and saves the document as a note with a summary on top.

Open the chat and ask

Open the AI chat on the note and type your question the way you would ask a colleague who has read the document. The answer is written from the document's own text, so it uses its terms and its numbers rather than general knowledge.

• "What is the cancellation notice period?"
• "Which settings do I need to change before the first use?"
• "Explain the difference between the two methods in section 3."
• "List every deadline in this document."

Follow up until it is clear

The chat keeps the conversation, so a follow-up can build on the last answer: ask for an example, a simpler explanation or the same answer as a checklist.

Use the same chat on any note

The chat is not only for PDFs. It works the same way on a lecture recording, a meeting transcript or a YouTube video, so one habit covers every kind of material you save in NoteBase.