Demo

Document workflows

Keep your knowledge up to date automatically

Synchronize folders, FTP/SFTP servers and websites, have changes approved and publish knowledge base versions on a schedule.

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  1. SourceSFTP · every night
  2. SynchronizationAdditions, changes, deletions
  3. ConditionMore than 50 changes?
  4. ValidationHuman approval
  5. PublishingNew corpus version
  6. NotificationWebhook
Interface diagram: document synchronization workflow (example).

The problem

Why it matters

A knowledge base quickly goes out of date: revised procedures, new offerings, withdrawn documents. Manual updates get forgotten.

On the other hand, automatically publishing every change can expose a document that has not been approved.

In practice

  1. Choose a sourceShared folder, FTP/FTPS or SFTP server, website.
  2. ScheduleManual, every N minutes, daily, weekly or a cron expression with a time zone.
  3. Decide how to publishAutomatically, after human approval, or conditionally (for example, if more than 50 documents change).
  4. TrackRun history, version comparison, webhook notification.

Capabilities

What you can do

Each capability is shown with its actual availability.

  • Workflow creation assistantAvailable
  • Visual step editorSource, sync, filter, validation, publication, condition, notification, end.Available
  • Sources: local folder, FTP/FTPS, SFTP, websiteEncrypted secrets; SFTP host fingerprint recommended.Requires setup
  • Knowledge base versionsDraft, pending, approved, published; comparison of additions, changes and deletions.Available
  • Cron scheduling and time zonesAvailable
  • Webhook notificationAvailable
  • Transformation step (OCR, conversion, enrichment)Slot planned, not yet active.Under consideration
  • Email notificationUnder consideration

Benefits

What you gain

Always up to date

Assistants keep pace with your reference content without manual intervention.

Under control

Significant changes go through approval before publication.

Traceable

Each knowledge base version records what changed and who approved it.

Requirements and limitations

Knowledge bases

Import your files, index websites, transcribe audio and video, and screen every document before it feeds into answers.

Tools and agents

Connect your services via MCP, webhooks or REST APIs: the assistant queries your systems, triggers actions and hands the conversation over to the right person.

Security and governance

Roles, SSO including FranceConnect+, white-label organizations, GDPR retention, audit log, content validation and migration between environments.

Next step

Supported sources and those under consideration.

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