Needl.ai’s algorithm auto-tags your documents. Fields such as Company, Report type, Author institution are automatically detected and tagged for all financial documents synced into Needl.ai.

This auto-tagging feature makes the search and categorization of documents easy. You can use these tags to look for specific documents



How are the tags assigned to a document?

Needl.ai algorithm assigns tags based on the content of the document.

Can I edit the auto-assigned tags?

You won’t be able to edit the tags. However, you can create and add multiple other tags to the document(s) as you wish.