MasterOS
Learning path for applying AI at work
M7

Ground AI answers in business documents

5 lessons · ~19 min

Estimated reading time.

Overview

Choose permitted sources, check what the available MasterOS Knowledge feature retrieves, verify important answers, and keep source material accurate when it changes.

  1. 1
    Use business documents to ground AI answers
    ~4 min
    Identify what AI needs to look up, which sources it may use and what to do when the documents cannot answer.
  2. 2
    Choose which documents AI may use
    ~3 min
    Record sources, versions, applicability and access so drafts and historical documents are not mistaken for approved answers.
  3. 3
    Check the document AI found and its answer
    ~3 min
    Distinguish source-selection errors from interpretation errors and compare each claim with its evidence.
  4. 4
    Test missing, conflicting, and outdated sources
    ~5 min
    Test retrieval and answers separately with missing evidence, conflicting sources and access boundaries.
  5. 5
    Keep shared knowledge accurate as sources change
    ~4 min
    Update the right version, recheck affected answers and make clear who can resume using a changed source.