Document management and internal search
Bring files and archives into a natural-language search space, with answers linked to original documents.
Knowledge & documents
Archives, policies, projects
Indexes and connects
Answers with citations
Know-how is fragmented across folders, attachments and people; finding the right source requires already knowing where to look.
A knowledge access layer that preserves sources and permissions, supporting operational questions and handovers.
A readable flow, from input to review.
Every phase produces a reviewable artifact before the next one begins.
Select collections
Source map
Index locally
Refreshable index
Ask and verify
Traceable answer
What goes in
- PDF, Office and text
- Department folders
- Metadata and permissions
What stays with the team
- Answers with sources
- Links between documents
- Project summaries
Three requests to try on your archive.
Where is the escalation procedure described, and which version is current?
Summarize the project decisions and cite their source documents.
Which policies cover data retention?
Automate without hiding responsibility.
These constraints are part of the workflow, not a footnote.
Keep collections separate when permissions differ.
Always expose the source document for operational answers.
Define an owner and refresh cadence for each archive.
Capabilities involved
Sources and connectors
Related playbooks
The same archive can support multiple workflows while keeping purpose and permissions separate.
Bring this workflow to your data.
An operational session to map sources, access, output and approval steps before configuration.