Operational playbookKnowledge & documents

Company memory, made queryable

Document management and internal search

Bring files and archives into a natural-language search space, with answers linked to original documents.

Knowledge managementOperationsPeople

Book a demo The playbook

Playbook map / gestione-documenti

Knowledge & documents

Live map

Input

Archives, policies, projects

Box

Indexes and connects

Result

Answers with citations

Semantic and lexical searchPrecise citationsMetadata and knowledge graph

The problem

Know-how is fragmented across folders, attachments and people; finding the right source requires already knowing where to look.

Expected outcome

A knowledge access layer that preserves sources and permissions, supporting operational questions and handovers.

The playbook

A readable flow, from input to review.

Every phase produces a reviewable artifact before the next one begins.

Step 101

Select collections

Organize sources by domain, owner and access level.

Deliverable

Source map

Step 202

Index locally

The system extracts text and metadata and prepares hybrid search.

Deliverable

Refreshable index

Step 303

Ask and verify

Answers synthesize multiple sources and point back to the passages used.

Deliverable

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

Starting point

Three requests to try on your archive.

Prompt 1

Where is the escalation procedure described, and which version is current?

Prompt 2

Summarize the project decisions and cite their source documents.

Prompt 3

Which policies cover data retention?

Control and perimeter

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

Semantic and lexical searchPrecise citationsMetadata and knowledge graph

Sources and connectors

Local foldersOptional Google DriveArchive import

Continue the path

Related playbooks

The same archive can support multiple workflows while keeping purpose and permissions separate.

Knowledge & documents

Advanced document analysis

Compare contracts, reports and manuals against an explicit checklist while keeping every answer linked to its source pages.

Open playbook

People & collaboration

Training and onboarding tutor

Create a tutor grounded in manuals, policies and approved material that explains and always points back to the official source.

Open playbook

Knowledge & documents

Document preparation

Compose proposals, reports and recurring documents from templates, data and approved text, leaving final judgement to the owner.

Open playbook

IntelligenceBox / workflow discovery

Bring this workflow to your data.

An operational session to map sources, access, output and approval steps before configuration.

Talk to the team