AI automation · Internal workflow
AI knowledge and policy assistant
Instant, cited answers from your SOPs, technical manuals, and ERP history.
- CitedEvery answer links its source
- GroundedAnswers only from your documents
- PrivateNo training on your data
How it runs
From incoming event to a verified update in your system
- Staff question asked Slack, Teams, Intranet portal, or mobile technician app
- Semantic vector search Querying embedded document chunks across company drive
- Permission & ACL verification Ensuring user has clearance to view source document
- Grounded synthesis Generating concise answer strictly using retrieved paragraphs
- Cited answer returned Delivering answer with clickable PDF page link
Guardrails
The model reads. Rules decide. A person approves.
- Human approval gatesAnything below your confidence threshold goes to a person with the context filled in.
- Deterministic numbersPrices, tax, ledger amounts and stock are computed by code, never by the model.
- Your data stays yoursNot retained or used to train third-party models.
What is the required torque spec and hydraulic oil grade for the Series-4 CNC lathe spindle?
Vector search query: "Series-4 CNC spindle torque oil" · Matched: Maintenance Manual Rev 3.2, Section 4.8 (Page 42).
The spindle bolts must be torqued to 75 Nm (±2 Nm) in a crisscross pattern. Required oil: ISO VG 32 synthetic hydraulic fluid. [Source: Maintenance_Manual_v3.2.pdf, p. 42]
Grounded in live databaseWhat we build
Capabilities
Source citations on every answer
The assistant never answers without providing the exact document title, section, and page number where the information is written.
Strict Role-Based Access Control
Respects your company's existing file permissions. Floor technicians cannot see executive payroll or board memos in search results.
Continuous Document Synchronization
Automatically re-indexes files when updated in Google Drive, SharePoint, OneDrive, Notion, or local file servers.
No third-party model training
Your proprietary engineering drawings, formulas, and trade secrets are never sent to public training sets.
Before and after
What changes, step by step
Finding SOPs
Staff spend 30 minutes searching scattered network folders and emails
Exact answer with page citation returned in 3 seconds
Onboarding new hires
Senior engineers interrupted multiple times daily for basic questions
New hires self-serve from company documentation instantly
Information accuracy
Employees rely on word of mouth or outdated printed binders
Always grounded in the current, active revision of the document
Knowledge retention
Critical operational know-how lost when key personnel leave
Institutional knowledge captured and accessible to the whole team
What file types can be indexed?
PDFs, Word documents, Excel sheets, PowerPoint slides, scanned images with OCR, Notion pages, and markdown files.
Can it answer questions about past project orders?
Yes. We can index past ERP job records, CAD metadata, and project notes so engineers can look up how past challenges were solved.
Does it hallucinate when the answer is not in the docs?
It is built to say when it does not know. If the retrieved documentation does not contain the answer, the assistant says so and suggests asking a supervisor, and every answer cites its source so staff can check it.
Next step
Ready to automate knowledge assistant in your business?
A 30-minute call. We look at your workflow and sample inputs and show how the automation would connect.
First call: 30 minutes · A senior consultant, not a sales rep