← All use casesGrowing Teams
Focused workflow integrationA source-cited knowledge assistant for a growing team
Your best people keep answering the same internal questions, and new hires can't find the current procedure. This is a knowledge assistant that answers from your approved documents, with citations — for growing teams across any industry.
This example is a focused integration because it improves one bounded task while the current business tools remain in place. Compare both solution types.
Before
“My best people answer the same internal questions, and new hires cannot find the current procedure.”
After
Employees ask a work question and get a concise answer with links to the approved source and a clear escalation path.
Who this is for
Built for the way your industry actually works
A 10-100 person company where procedures live across Drive, PDFs, email, and experienced employees.
- Professional servicesanswer policy and process questions instantly
- Healthcare & dental groupskeep procedures consistent across staff
- Manufacturing & operationsput SOPs and safety docs one question away
- Franchisesone source of truth across locations
- SaaS & support teamscite the current doc, not a stale wiki
- Any 10–100 person teamcut repeat interruptions to senior staff
How it runs
The workflow, end to end
Fits: A 10-100 person company where procedures live across Drive, PDFs, email, and experienced employees.
- Approved SOPs, policies, and training material are indexed on a schedule
- An employee asks a question from a simple internal portal
- The system retrieves permission-appropriate sources and drafts a cited answer
- Low-confidence questions route to the responsible subject-matter owner
Smallest useful first version: Start with one team, one curated document set, and its 25 most common questions.
Under the hood
Technical approach and how success is measured
- Document connectors with metadata, version, and permission preservation
- Hybrid retrieval using keywords and embeddings
- LLM response limited to retrieved sources with inline citations
- Feedback capture, unanswered-question reporting, and evaluation test set
- No autonomous policy decisions; owners approve source changes
Measured by: Repeat questions handled without interruption · Answer helpfulness and citation accuracy · Time for a new hire to work independently
Common Questions
Will it make up answers?
No. Responses are limited to your retrieved documents with inline citations, and low-confidence questions route to the right person.
Does it respect who can see what?
Yes. It preserves document permissions, so employees only get answers from sources they're allowed to see.
How do we keep it current?
Approved documents are re-indexed on a schedule, and owners approve source changes — no autonomous edits.
Start here
See this built with your tools and rules
The free AI Workflow Audit maps your version of this and finds the smallest build that proves value.
Related examples
Other focused workflow integrations
Serving Orlando, Tampa Bay, and across Florida.