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Adelson Advisory

Help one team find answers in approved company documents.

An AI assistant answers your team's questions from company documents and shows where each answer comes from. It uses only approved documents, respects access permissions and says so when it cannot find a reliable answer. Important answers should be checked against the sources.

Knowledge assistant
Team member
What is the approval limit for a purchase order without a second signature?
Assistant

Purchase orders up to the limit in the approval matrix need one signature. Anything above it also needs the department head.

SourcesPurchasing policySection 2Approval matrixCurrent version
Ask a question about approved documents

Illustrative example using sample documents.

The problem

Policies, procedures and project information are spread across folders, and people ask the same factual questions every week.

Team searching through documents

Answers with sources, and a clear next step when the answer is uncertain.

A team member asks

Who approves a purchase order?

Permission check
Only documents this user may open.
  • Purchasing policy
Relevant passages
Found in the approved source set.
Purchasing policySection 2 · Approval of purchase ordersThe department head approves it.
Sources missing or conflicting
Cannot confirmAsk the document owner →
Answer with source links

The department head approves it.

Four things must exist first

  • Current documentsOne valid version of each policy and procedure.
  • Named content ownersSomeone keeps each document up to date and answers the questions the assistant cannot.
  • A defined user groupOne team with a clear set of recurring questions.
  • Access rules that can be appliedAccess rules the assistant can respect, document by document.

What a pilot includes

A working assistant for one team, tested on real questions.

Knowledge assistant
Operations team · approved documents onlyA
Who approves a change to a customer delivery date?
AssistantB

The project manager approves the new date and confirms it to the customer in writing, as set out in the delivery procedure.

SourcesCDelivery procedure · section 3
Not covered, or unsure? Ask the content owner.D
Ask a question about approved documents

Illustrative example using sample documents.

  1. A
    Controlled source setOnly approved documents, filtered by the user’s access.
  2. B
    Answer formatA short answer in plain language, agreed with the team.
  3. C
    Source linksSource links help your team check answers against the approved documents.
  4. D
    The question reaches a personWhen sources are missing or conflict, the question goes to the responsible person.
The pilot also covers
  • Document and access review. Before anything is loaded.
  • Real-question evaluation. Tested on questions the team actually asks.
  • Known limitations. Written down and shared with users.
  • User and admin guidance. How to ask, check and maintain.
  • Handover. To your named content owners.

Six stages

  1. 01
    Define group and useWho asks, and about what.
  2. 02
    Review documentsVersions, owners and access.
  3. 03
    Prepare collectionThe controlled source set.
  4. 04
    ConfigureAnswer format and handing over to a person.
  5. 05
    EvaluateReal questions, checked by the team.
  6. 06
    Improve and hand overFixes, guidance and ownership.

Common questions

How can people check an answer?

They open the cited source. Uncertain questions go to the content owner.

Who keeps the documents current?

Your named content owners. We configure and test the assistant against the approved document set and agreed access rules.

How long does it take?

Usually 8–12 weeks. The exact timing depends on scope, access and your team's availability.

Related services

Colleagues reviewing documents together

Who needs the answers?

Tell us where the documents live and which questions repeat.