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CATEGORY · C · KNOWLEDGE · 5 PATTERNS

AI for knowledge and search, across 5 workflow patterns.

Grounded answers from your own documents, internal knowledge-base search, and document Q&A. The patterns here turn unstructured tribal knowledge into something a workflow can ask questions of.
C7 · KNOWLEDGE

Universal internal knowledge search

A single search interface that lets anyone in the company ask questions and get answers drawn from across the firm's knowledge sources — wikis, shared drives, past project archives, Slack threads, ticket history. Returns a synthesized answer with citations linking back to source documents. The pattern's value is less about finding documents and more about finding the answer across documents that don't always sit in the same system. Replaces the typical 'I know we wrote that down somewhere' expedition with something that takes ten seconds.
B2B servicesProfessional servicesProduct company
VOLUME · ≥500 documented knowledge assetsREQUIREMENTS · 6STEPS · 8
C8 · KNOWLEDGE

Onboarding & training assistant

A guided assistant for new hires or for any employee learning a new role. Walks through the firm's onboarding curriculum at the user's pace, answers questions as they come up grounded on company documentation, tracks progress, and flags topics where the user seems stuck. Sits alongside the structured onboarding plan rather than replacing it — handles the 'where do I find that?' and 'what does this acronym mean?' load that otherwise falls on managers and buddies. Particularly valuable in firms hiring at any meaningful rate, where each new joiner currently absorbs time from senior staff.
B2B servicesProfessional servicesProduct company
VOLUME · ≥20 new hires or role changes per yearREQUIREMENTS · 6STEPS · 7
C9 · KNOWLEDGE

Meeting notes and decision archive

Captures internal meetings — recorded or transcribed in real time — and produces structured notes: who attended, what was discussed, what was decided, what action items emerged with owners, what was explicitly deferred. Different from A4 (which is customer-facing calls): this pattern is tuned for internal meetings and feeds an organizational decision archive that becomes searchable over time. The pattern's compounding value: in two years, anyone can ask 'why did we decide X?' and find the meeting where the decision happened.
B2B servicesProfessional servicesProduct company
VOLUME · ≥25 internal meetings per weekREQUIREMENTS · 6STEPS · 7
C10 · KNOWLEDGE

SOP and process documentation generation

Observes how people actually do their work — by capturing screen recordings, step-by-step walkthroughs, or asking the person to narrate what they're doing — and generates a draft Standard Operating Procedure that documents the process. The drafted SOP goes to a human for review and approval before becoming the official version. Particularly valuable for firms where senior operators have undocumented tribal knowledge: the pattern lets you capture that knowledge in hours rather than the days it would take someone to write the SOP from scratch.
B2B servicesProfessional servicesProduct companyNon-profit / mission-driven
VOLUME · ≥10 undocumented processes to captureREQUIREMENTS · 5STEPS · 8
C11 · KNOWLEDGE

Policy and contract Q&A

A focused Q&A assistant grounded specifically on the firm's policies, contracts, and compliance documentation. Answers questions like 'what are our payment terms with vendor X', 'what's our PTO policy', 'what does our MSA say about IP'. Different from C7 (general knowledge search) in that it's tuned for the precision and citation discipline that policy and contract questions require: every answer must cite the specific clause, with the exact text visible. The pattern's value is taking the 'I have to ask legal' and 'I have to read the contract' load off the team.
B2B servicesProfessional servicesProduct company
VOLUME · ≥10 policy or contract questions per weekREQUIREMENTS · 5STEPS · 8
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