Flow 070 · Company knowledge assistant
The answer already exists. Your team just can’t find it.
Decisions, documents and context end up scattered across email, chat, shared drives, wikis and people’s heads. This flow gives your team one place to ask. It answers only from your own sources, links to every one, and tells you when it doesn’t know.
Try it below. Sample company: Larkspur & Co. (fictional).
Knowledge assistantTeam chat · sample company
DemoPick a question to ask
What lands with your team
Hunting for information that already exists is one of the biggest hidden costs in any business. It turns into repeated work, “quick syncs” and new hires who take months to get up to speed. This flow makes the answer, with its source, the first thing people find.
0sources searched
0answers linked to a source
0colleagues interrupted
Sample company and sample numbers, for illustration.
How it works
- Starts when
- Someone asks a question in your team chat or intranet, or joins a new project.
- Runs automatically
- Connecting your email, chat, shared drives, wiki and CRM; keeping everything up to date as it changes; answering in plain language with a link to every source; turning meeting decisions into searchable notes; a project brief for anyone who joins.
- Where AI helps
- Finding the right passages across your tools and writing a short answer that cites each one.
- Where you’re in charge
- People only see what they already have permission to open. Conflicting or missing answers go to a named owner.
What stays with a person
- Choosing which sources are connected
- Deciding which version is right when sources disagree
- HR, legal and other confidential material, which stays out unless you choose to include it
What’s included
- Connecting the tools where your knowledge actually lives
- Plain-language answers with a link to every source
- Meeting decisions captured as searchable notes
- Project briefs for new joiners
- Flags for duplicate and conflicting documents, sent to their owners
- Runs on: Microsoft 365 or Google Workspace, Teams or Slack, SharePoint, Google Drive, Notion or Confluence, your CRM
Questions teams ask
- Could someone see something they shouldn’t?
- No. The assistant works with each person’s existing permissions, so it can only find what that person could already open.
- What if it doesn’t know the answer?
- It says so and suggests who to ask instead of guessing. Every answer links to its sources so people can check for themselves.
- Do we need to tidy our files first?
- No. We start with the sources you trust most. The assistant flags duplicates and conflicts as it finds them, so the clean-up happens gradually.
Want this for your team?