Finding a policy, an approved template or the reasoning behind a project decision should not require a chain of emails. We build document workspaces and knowledge assistants that help employees find the right information, understand it and follow it back to its source.
A useful knowledge service starts with the documents themselves. We help organize ownership, versions, review dates and access permissions before adding search or an assistant. SharePoint and existing repositories can remain the systems of record, with a clearer way for employees to find and use their contents.
The workspace can support business requirements, functional and technical designs, operating procedures, policies, training materials and project records. Where needed, document check-in, approval and publication steps keep working drafts separate from material that is ready for wider use.
An employee might ask which procedure applies to a returned shipment or where to find the current design template. The assistant retrieves relevant passages, explains the answer and provides links to the underlying documents. It should say when the available material does not answer the question or when sources disagree.
Access controls matter at every step. Search results, summaries and citations need to respect the employee’s permissions. A document that someone cannot open should not become visible through an answer.
Beyond search, a solution can extract fields from incoming documents, compare revisions, identify missing information and prepare a draft using approved templates. Review remains part of the workflow for material that needs a business owner’s judgment. Drafting support does not make an unreviewed document an approved policy.
For a custom CRM, this can mean bringing account documents and SharePoint content into the same workspace as customer activity. For operations teams, it can mean finding a procedure alongside the task that requires it. See the CRM and operational applications in What We Build for the broader application context.
We define the questions employees need answered, review a focused document collection and test retrieval against representative requests. Evaluation covers source accuracy, missing answers, outdated content and permission boundaries. The handover should identify who maintains the content and how the service will be checked as documents change.
Read Building an AI Knowledge Agent Using Company Documents for the implementation considerations.
Tell us where your teams lose time finding information, and we can help define a manageable first release.
