use-cases-v2
Polyfile - Document automation for small businesses

Industry specific solutions

Discover how Polyfile transforms file management across different sectors.
From healthcare to education, legal to manufacturing - we've got you covered.

Who is Polyfile for?

Anyone handling digital files across platforms—solo founders, startups, or enterprises. Polyfile simplifies organization, access, and processing to streamline your workflow.

Personal Use

Challenge

Corporate productivity and organization tools are expensive and bring a ton of unnecessary features to manage. Most personal users need simple, effective file management without the complexity and cost of enterprise solutions.

Solution

Polyfile helps you connect all your apps with no coding, and create useful workflows for daily file and data management
🚀 Route email attachments, get Zoom action items in daily digests, auto-update spreadsheets when invoices arrive
💡 Organize scattered files by context—like “Photos from party,” “Docs for mortgage,” or “Invoices for tax season”—without downloading or duplicating

Small Businesses

Challenge

Small businesses use separate SaaS tools for files, projects, email, and accounting, leading to silos and inefficiencies. Teams often add tools independently, making info hard to access. Costly all-in-one platforms demand migrations and distract from growth.

Solution

Polyfile connects existing tools—no migration needed. It unifies file management across teams, enabling search, organization, AI-powered translation, transcription, document generation, and review.

Architecture & Design

Challenge

Architectural firms manage large CAD files, renderings, feedback, and documents across platforms. Version control and working with contractors often leads to duplicates and lost files.

Solution

Create project-based virtual folders that unify files from all sources
🚀 Use AI to organize by phase/type, extract measurements, and generate reports
💡 Share selectively with contractors while keeping master versions intact

Education & Ed-Tech

Challenge

Schools and ed-tech firms manage diverse resources—course content, lectures, assignments, research, and admin docs—across multiple platforms. This fragmentation causes outdated materials, poor collaboration, and hard-to-find content.

Solution

Create subject-specific virtual storages that unify resources from all sources
🚀 Use AI to auto-tag and categorize notes, media, and assignments
💡 Enable secure sharing so all users access the latest materials easily

Healthcare

Challenge

Healthcare providers often struggle to manage patient records that are spread across multiple systems (EHRs, imaging databases, lab results). This fragmentation can hinder HIPAA compliance and slow the sharing of critical information among specialists. Hours can be lost searching for specific documents across disconnected platforms, ultimately delaying patient care.

Solution

Create virtual storages that consolidate patient information from various sources while ensuring compliance.
🚀 Utilize AI to automatically categorize incoming medical documents, transcribe doctor’s notes, and generate concise patient summaries.
💡 Enable secure sharing of selected file collections with specialists, complete with access logs to support compliance.

Human Resources

Challenge

HR departments oversee employee records, application materials, policy documents, and training resources across multiple systems. Ensuring document completeness, maintaining compliance, and providing relevant resources for employees can be challenging.

Solution

Create employee-centric virtual storages that compile all relevant documents throughout an employee’s lifecycle.
🚀 Employ AI to process application materials, track document completion for new hires, and extract insights from performance reviews.
💡 Offer secure self-service portals that grant employees access to necessary policy documents and resources.

Legal

Challenge

Law firms must manage thousands of case documents stored in email attachments, cloud storage, and internal servers. Attorneys need to rapidly locate precedents, organize case files, and safeguard sensitive client data while supporting team collaboration.

Solution

Establish virtual case storages that compile all relevant documents based on case numbers or client names.
🚀 Leverage AI to analyze and tag documents by type (affidavits, motions, evidence), extract key information, and generate case summaries.
💡 Create secure sharing workflows that monitor document access and maintain a chain of custody.

Manufacturing

Challenge

Manufacturing companies manage technical documentation, compliance certificates, CAD files, and supplier information across different systems. Locating the correct version of technical specifications or tracking certification documents can be time-consuming.

Solution

Construct product-based virtual storages that consolidate all technical documentation regardless of source.
🚀 Use AI to extract key specifications, compare document versions, and generate compliance reports.
💡 Centralize documentation to ensure that all stakeholders can quickly locate the most recent versions of files.

Media & Entertainment

Challenge

Production companies manage terabytes of media files—such as video footage, audio tracks, and images—stored across various devices and cloud services. The challenge of locating specific assets and tracking file versions throughout the production process intensifies as projects scale.

Solution

Form project-based virtual collections that gather media assets from all sources.
🚀 Utilize AI to automatically tag footage by content, transcribe audio, and generate searchable metadata.
💡 Establish workflows that monitor asset usage across projects while preserving the original files.

Real Estate

Challenge

Real estate agencies handle property listings, client documents, transaction records, and marketing materials spread across various platforms. Tracking the status of these documents throughout the complex buying/selling process can lead to delays and errors.

Solution

Create property-specific virtual storages that gather all documents related to individual listings.
🚀 Utilize AI to extract property details from documents, auto-generate listing descriptions, and monitor document completion status.
💡 Develop secure client portals that provide continuous access to pertinent document collections throughout transactions.

Research & Academia

Challenge

Researchers often juggle papers, datasets, notes, and collaborative documents scattered across institutional repositories, personal drives, and various tools. Finding relevant information and keeping research materials organized is increasingly challenging.

Solution

Assemble research project collections that consolidate related papers, data, and notes from multiple sources.
🚀 Use AI to extract key findings from papers, analyze datasets, and even generate literature reviews.
💡 Enable secure sharing with collaborators.