Productivity & Ops Free template

Internal Knowledge Agent

Answer from company knowledge.

Use this template About 5 minutes to set up

Your instructions. Your apps. Ready to customize.

Example output

An answer you can trace back

  • Answer · The relevant policy or process
  • Context · How it applies to the question
  • Sources · Documents and sections to check

From your request to a useful first draft

  1. 01

    Give it a starting point

    Find the answer to this question in our company docs and cite your sources.

  2. 02

    Work with your context

    Your agent uses its starter instructions and the sources you make available.

    • Google Drive
    • Notion
    • Google Docs
  3. 03

    Review and make it yours

    An answer you can trace back. Check the result, ask for changes and choose the next step.

About this template

An internal knowledge agent. Ask it any question and it searches your company docs and wikis to find the answer. Always cites where it found the info.

This is a starting point for an agent. Connect the sources it needs, review its instructions, then send your first message. Recurring runs can be configured separately.

Apps it works with

Choose which accounts your agent can use. You can connect missing apps during setup or later in your workspace.

Try a first message

Find the answer to this question in our company docs and cite your sources.

Add your own links, files or context. The example above is a suggestion; it is not sent automatically.

A few things to know

More ways to get started

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