Choose appropriate sources
Select onboarding material and role-relevant context that the teammate is permitted to access.
People teams · Managers · New teammates
Make company expertise easier to reach.
Help colleagues find relevant knowledge and ask informed follow-up questions within appropriate access boundaries.
Illustrative workflow
Context carries through every step.
Build an informed starting point
Ask Heidi for a sourced overview of the work, people, and decisions that matter.
Share expertise deliberately
Use owner-approved digital twin sharing for follow-up questions with mutually accessible evidence.
Refine the knowledge
Capture corrections and improve the material as gaps become visible.
Validate connector coverage, source access, and approval settings before running this workflow. This example describes a proposed evaluation, not a guaranteed result.
Make success observable.
Suggested evaluation measure
Time to locate a reviewed answer and recurring gaps in onboarding material
Define a baseline and success threshold with your team. This is an illustrative workflow, not a customer result.
Context to evaluate
Company knowledgeShared expertiseTeam conversationsBuild the next version of your company
Start with one outcome.
Think company-wide.
Bring a workflow that crosses departments. Let’s map the knowledge, controls, and evidence a meaningful rollout needs.
Discuss your rollout