Flagship use case
Internal Knowledge and Workflow Agent
Answer source-grounded questions, summarize work, draft tasks, route approvals, and keep an auditable history.
The problem
Institutional knowledge lives in documents, wikis, chat threads, and closed tickets, and the answer to most questions depends on who happens to be online. Onboarding is slow, the same questions are answered weekly, and process gaps are discovered only when something breaks.
Our approach
We index the sources your team already uses, mirroring each system's permissions so people can only retrieve what they could already open. An agent in Slack or Teams answers questions with citations to the governing document, refuses when the answer is not in approved material, and turns recurring gaps into drafted tickets and documentation updates for a named owner to approve. Every answer and action is logged.
Minutes, not messages
Time to a sourced answer
Illustrative target for a 100-plus person team; the actual metric is agreed during the sprint and instrumented in the pilot.
Systems involved
Workflow
Detect, explain, evidence, route, resolve.
Nothing changes in a system of record without a named approver. Every step is logged with the evidence the approver saw.
- 1
Index with permissions intact
Drive, SharePoint, Notion, Confluence, and ticket history are indexed with access rules mirrored from the source systems, per user, not pooled.
- 2
Answer with citations
Questions in chat get answers grounded in approved material, with links to the governing document and section. Unanswerable questions are refused and logged.
- 3
Summarize and draft
The agent turns threads into summaries, decisions into documentation drafts, and recurring questions into candidate knowledge-base entries.
- 4
Route work with approval
Human approval requiredDrafted tickets, doc updates, and process fixes go to the named owner for approval before anything is created or published.
- 5
Learn from the gaps
Refused and low-confidence questions become a ranked backlog of missing documentation, so the knowledge base improves where people actually look.
Outcomes
What changes for the business.
- Answers with sources instead of answers with seniority
- Faster onboarding and fewer repeated questions in chat
- A documentation backlog ranked by real demand
- An auditable trail of what was answered, drafted, and approved
Related solutions
Put AI to work without giving up control.
A fixed-scope Opportunity Sprint: your system map, three prioritized use cases, and a pilot plan in two weeks.