A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Assign owners to source collections.
- Mark current, superseded and draft versions clearly.
- Exclude material that the assistant should not treat as authoritative.
An approved operating policy should take precedence over an old workshop slide describing a possible future process.
A mistake to avoid
Do not resolve conflicting sources by whichever document happens to rank first.
How to check progress
Track unresolved source conflicts and the time required to correct them.
Your action checklist
Use this checklist while reviewing your own setup. Checkmarks are temporary and stay in this open page.
Need the wider workflow?
This quick note covers one decision. For a worked example, decision table and a fuller implementation workflow, read When retrieval is the right addition to an AI assistant.
Further reading
Official background resources for this topic. The workflow above is general guidance, not a guarantee of a particular result.
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