Skip to main content
Use this when the answer should reflect both the project’s structured records and the original material those records came from.

​
Before you start

  • Check the active project.
  • State the question or decision you are researching.
  • Name a record type or source when the topic is broad.

​
Ask your agent

Find what this project knows about enterprise procurement. Separate the project findings from the exact source evidence. Open the most relevant records in full, then quote the passages that support them. Tell me when a claim has no source passage.

​
Steps

1

Find candidate records and sources

The agent searches project records and source metadata for the topic.
2

Open the strongest records

It reads the complete fields, relationships, and attached source references instead of relying on search snippets.
3

Quote the source material

It retrieves the passages that directly support the relevant claims.
4

Answer with gaps visible

It separates what the project records say, what the sources say, and what remains unsupported.

​
Verify

A strong answer identifies the records it used and includes direct source passages. If it only lists filenames, it has not read the evidence. If it only quotes documents, it has skipped the structured records already in the project.

​
Troubleshooting and variants

  • Start with a project inventory when you do not know what it contains.
  • Restrict the search by record type when the same term appears in several domains.
  • Restrict source retrieval to a named document when you need a focused answer.
  • Ask the agent to report unsupported claims instead of completing them from general model knowledge.