The example brief
In this illustrative organisation, procedures are spread across documents and internal pages. Staff ask colleagues the same questions because search results do not reveal which version is current. The first pilot would cover a bounded knowledge area, such as one team’s operational handbook, with a named content owner.
The workflow we would scope
We would inventory the approved sources, identify their owners and establish how updates become available. The assistant would retrieve relevant material and present an answer with links that staff can inspect. It would retain the distinction between an exact policy and a suggested next step. A missing answer would create a useful question for the content owner.
Where a person stays involved
Permissions would be applied before information is retrieved or shown. Access to one handbook would not grant access to confidential personnel or customer material. Conflicting versions, unsupported questions and instructions embedded in documents would require careful handling. The assistant would not change a policy or perform an operational action simply because a document describes one.
What a pilot would need to prove
Test the same question as users with different access, a deleted source, an outdated procedure and a question with no supported answer. Check citations against the actual passages. Confirm that removing access also prevents subsequent retrieval. Include adversarial documents in the review set so source content cannot silently override the assistant’s operating rules.
How success would be measured
Measure supported-answer accuracy, usefulness of citations, unanswered questions and time spent locating the source. Review whether the handbook itself needs improvement before expanding the assistant. This illustrative design contains no claimed productivity uplift. An observed pilot should report failures alongside successes and distinguish content gaps from retrieval problems.
Further reading
These links provide context for the proposed workflow; they are not evidence of a completed client engagement.