Official skill · AI practice
Prepare documents for AI search
Prepares documents for an AI assistant that searches them: inventory, owners, stale copies removed, permissions, chunk-friendly sections, metadata, test questions. Use it when you're loading documents into a chatbot, custom GPT, or Claude project.
AI skill
Have your AI get your documents ready for AI search
14 days free · No card needed
Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.
When to use it
- You're loading documents into a chatbot, custom GPT, or Claude project
- The assistant answers from outdated or wrong documents
What you give it
- The document list with owners and dates
- What the assistant is for
- Who may see what
- Real questions people ask
What you get
An inventory with keep/drop/fix actions, conflicts to resolve, a restructure list, metadata fields, and test questions with expected sources.
How it works
- Inventory
- Remove duplicates and stale versions
- Check permissions
- Restructure for chunks
- Add metadata
- Write test questions with the expected source
- Run the tests and fix the sources
Example
What you give it
Setting up a support assistant for our CS team. Docs: Pricing 2024.pdf (Sales, Jan 2024), Pricing 2025 (Sales, Mar 2025), Refund policy (Finance, 2023), Refund policy DRAFT v3 (Finance, last week), Enterprise contract template (Legal), Onboarding guide (CS, 2025, sections: 'Getting started', 'Other stuff'). Common question: 'Can an annual customer get a refund after 30 days?'
What you get back (the start of it)
RAG source prep — CS support assistant
Inventory
| Document | Owner | Last updated | Audience | Status | Action |
|---|---|---|---|---|---|
| Pricing 2024.pdf | Sales [check: person] | Jan 2024 | CS | archived | drop |
| Pricing 2025 | Sales [check: person] | Mar 2025 | CS | current | keep |
| Refund policy | Finance [check: person] | 2023 | CS | current? | fix: confirm vs draft |
| Refund policy DRAFT v3 | Finance [check: person] | last week | Finance | draft | drop until approved |
| Enterprise contract template | Legal | [check] | Legal | current | keep out (restricted) |
| Onboarding guide | CS [check: person] | 2025 | CS | current | fix: split "Other stuff" |
Conflicts to resolve before loading
- Refund policy (2023) vs DRAFT v3: if the draft changes refund terms, the 2023 version is about to be wrong — owner: Finance lead
The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.
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Changelog
- v1.0.1 · · Example: 10 test questions, 3 of them out of scope, with every question beyond the input's one marked [draft].
- v1.0.0 · · First release.
Sources
- Chunk Documents - Azure AI Search | Microsoft Learn (read 2026-11-04)
- Contextual retrieval in AI systems | Anthropic (read 2026-11-04)
- Evaluation best practices | OpenAI API (read 2026-11-04)