AI Atlas Part 7: Office, data and documents
19 ratings across 7 categories — which tools make the shortlist for office, data and documents, and where their limits are.
In short
For office, data and documents, the internal AI Atlas rates 19 products in 7 categories by feature fit, controllability and workflow integration — based on vendor documentation, not on an own product test.
At a glance
- 7 categories and 19 rated products in this part.
- Rating: feature fit 50%, controllability 25%, workflow integration 25%, 1–5 points each.
- Method: review of official vendor documentation, not an own lab test.
- Survey date: 19 September 2026; 45 categories, 95 products, 123 ratings in total.
- Every category names a concrete comparison test readers can run themselves.
Part 7 of the AI Atlas series sorts out which tools belong on the shortlist for office, data and documents. The basis is an internal comparison dated 19 September 2026: 45 categories, 95 products, 123 ratings. Suitability was rated from the vendors' official feature documentation — feature fit 50 percent, controllability 25 percent, workflow integration 25 percent, 1 to 5 points each. This is explicitly not an own product test and not a measurement of output quality.
18 · Meetings, Transcription & Tasks
Fathom for compact meeting notes, Fireflies for downstream team and CRM work, Otter as a further candidate. The actual meeting language is part of the decision.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| Fathom | ★★★★½ 4.5 | Notes and summaries after calls | Do not infer privacy and accuracy from the product demo. | Plan / team features |
| Fireflies | ★★★★★ 5 | Meeting knowledge with downstream team processes | Check automatically detected tasks for the correct owners. | Plan / seats / AI usage |
| Otter | ★★★★½ 4.5 | Transcription and meeting analysis | Check supported language, speakers and consent for each meeting. | Plan / minutes / seats |
Comparison test: Review one approved recording with three speakers: names, figures, decisions and tasks.
19 · Office, Email & Internal Knowledge
The existing work environment decides: Microsoft 365, Google Workspace or Notion. Switching for the AI alone can create more effort than benefit.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| Microsoft 365 Copilot | ★★★★★ 5 | Work in a Microsoft 365 enterprise context | Existing access rights and matching licenses are decisive. | Seats / license / add-on features |
| Gemini in Google Workspace | ★★★★★ 5 | Collaboration based on Gmail, Docs and Drive | Product features and administrator approvals differ. | Workspace plan / quotas |
| Notion AI | ★★★★★ 5 | Knowledge and project work in Notion | Outdated internal sources will still produce outdated answers. | Plan / agent usage |
Comparison test: Carry out one task involving mail, a document and an appointment; deliberately vary permissions and the age of the sources.
20 · Data Analysis, Spreadsheets & Reports
ChatGPT for combined analysis and reporting; Julius as the specialized alternative; Copilot for an Excel-centric team. Computational accuracy has not been measured yet.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| ChatGPT | ★★★★★ 5 | Analyzing a file and producing a report with charts | Mode and the tools you have subscribed to affect the result. | Plan and usage limits |
| Julius AI | ★★★★ 4 | Spreadsheet-based analysis tasks | No verified statistical superiority; check the calculation steps. | Plan / usage |
| Microsoft 365 Copilot | ★★★★★ 5 | Analysis within existing Microsoft work | Existing access rights and matching licenses are decisive. | Seats / license / add-on features |
Comparison test: Analyze a spreadsheet with missing values, duplicates and a deliberately misleading correlation.
28 · OCR, Invoices & Document Processes
Choose between Document AI and Textract according to the cloud already in use and the document type. An extracted value is not yet an approved booking.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| Google Document AI | ★★★★★ 5 | Structured document capture in Google Cloud | Check field accuracy per document type and language. | Pages / processor / cloud usage |
| Amazon Textract | ★★★★★ 5 | Document capture in an AWS environment | No automatic approval of payment or application data. | Pages / selected analysis features |
Comparison test: 100 approved sample pages: check the fields against target values; route low-confidence cases to a human.
37 · Finance, Procurement & ERP
Compare SAP Joule and Workday according to the modules in place. Extraction, analysis and approval remain separate steps.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| SAP Joule Assistants | ★★★★★ 5 | Procurement and finance assistance in an SAP context | Module, data access and the specific role have to fit the existing SAP setup. | SAP licenses / contract scope |
| Workday AI | ★★★★★ 5 | Finance processes in a Workday context | The use case and the existing enterprise platform are decisive. | Enterprise offering / modules |
| Amazon Textract | ★★★½ 3.5 | Document extraction as an upstream building block | No automatic approval of payment or application data. | Pages / selected analysis features |
Comparison test: Test one procurement or finance case against approval rules and target values; count incorrect postings separately.
38 · Enterprise Search & Internal Knowledge
Glean for a dedicated enterprise search; Notion and Microsoft where the existing knowledge landscape fits.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| Glean | ★★★★★ 5 | Knowledge from multiple enterprise sources | Test source permissions, deleted documents and index refresh. | Enterprise offering / integrations |
| Notion AI | ★★★★★ 5 | Knowledge around Notion and connected sources | Outdated internal sources will still produce outdated answers. | Plan / agent usage |
| Microsoft 365 Copilot | ★★★★★ 5 | Knowledge work in Microsoft 365 | Existing access rights and matching licenses are decisive. | Seats / license / add-on features |
Comparison test: Ten questions with permitted and restricted sources: check the correct source passage, currency and permission boundaries.
39 · Shop Search, Retrieval & Recommendations
Algolia as the search platform; Cohere as a reranking component. Built for different architectures, not interchangeable one for one.
| Product | Rating | Best suited for | Limitation | Cost driver |
|---|---|---|---|---|
| Algolia AI Search | ★★★★★ 5 | Search function for products and content | Ranking has to be tested with your own queries and business goals. | Queries / records / plan |
| Cohere Rerank | ★★★★½ 4.5 | Relevance ranking within your own retrieval chain | Not a complete knowledge system; retrieval and source access are additionally required. | API / deployment |
Comparison test: Evaluate 50 real search queries: correct hits in the top five, zero-result rates and response time.
The series has nine parts; the remaining parts carry the numbers 1, 2, 3, 4, 5, 6, 8, 9. Stars stand for documented suitability, not for a winner: in several categories the comparison deliberately recommends two candidates side by side because they solve different tasks.
FAQ
Is this an own product test?
No. It rates documented suitability taken from official vendor documentation. Output quality, speed and value for money in daily use are not measured here.
How are the stars calculated?
From three sub-scores of 1 to 5: feature fit counts 50 percent, controllability and workflow integration 25 percent each. The result is rounded to half stars.
Why are two products sometimes tied?
Because they solve different tasks. In those cases the comparison names both on purpose instead of inventing a winner.
Sources
- Fathom — Hersteller
- Fireflies — Hersteller
- Otter — Hersteller
- Microsoft 365 Copilot — Hersteller
- Gemini in Google Workspace — Hersteller
- Notion AI — Hersteller
- ChatGPT — Hersteller
- Julius AI — Hersteller
- Google Document AI — Hersteller
- Amazon Textract — Hersteller
- SAP Joule Assistants — Hersteller
- Workday AI — Hersteller
