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Find useful passages in a document library while keeping sources and uncertainty visible.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

For documents approved for this purpose, extract text from supported files, divide it into searchable passages, and prepare answers using relevant source material. Preserve document names, versions, and access groups; keep source files unchanged; and state when evidence is missing or conflicting. Require a qualified person to review consequential interpretations before they guide decisions.

Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
An authorized document is added to a searchable collectionA document library whose owners have approved indexing and the intended user group
“Make approved files easier to search without widening access or presenting unsupported answers as facts.”
Work through the request.

Clear tasks, with review where it matters.

  1. Confirm document ownership and audience
  2. Extract and organize supported content
  3. Find passages relevant to a question
See all 5 tasks
A cited response linked to approved source passages, version dates, and uncertainty notes.

What this workflow could do

Helps teams make approved documents searchable and prepare answers grounded in relevant passages.

Review points proposed in this idea

Indexing can expose restricted text, and old or incomplete documents can lead to misleading conclusions. Enforce original permissions, maintain removal and refresh rules, cite passages, protect conversation history, and escalate important questions to a qualified reviewer.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5
  1. Check that each file may be processed and searched by the intended users.

Step 1 of 5

Confirm document ownership and audience

Check that each file may be processed and searched by the intended users.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Map document owners to user groups

    Preserve each file’s audience and access restrictions in search results.

  2. 02

    Set refresh, removal, and version rules

    Keep changed or withdrawn material from remaining in active results.

  3. 03

    Require citations and uncertainty statements

    Make source references and limitations visible with every answer.

  4. 04

    Protect files and question history

    Limit storage, retention, and access to the approved purpose.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

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