A practical starting point
Work through these checks in order. Use the results to decide what needs to change in your own workflow.
- Detect new, changed and deleted documents.
- Update the index with version and processing status.
- Verify representative questions after important source changes.
When an old policy is withdrawn, removing it from the website alone may not remove its indexed copy.
A mistake to avoid
Do not refresh only additions while retaining obsolete or deleted material indefinitely.
How to check progress
Track freshness delay and failed ingestion jobs.
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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