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All practical guidesPrep knowledge for AI search. Curate files AI can cite.

Prepare knowledge your assistant can cite

When an upload comes back wrong, the fix is usually the source material, not a cleverer prompt.

  1. 1

    Name the question

    Write the specific job the assistant must do, and list the files you are allowed to give it.

  2. 2

    Look before you clean

    Missing rows, old versions, and two names for the same thing are why a confident answer comes back wrong.

  3. 3

    Build a layer it can search

    Clean a copy. Align the terms and headings. Put a short summary at the top of each file, and keep that set away from working drafts.

  4. 4

    Ask a question only the file can answer

    A vague question hides a bad upload. A precise one shows whether the assistant can cite the source. Review the set when the work changes.

Before that work, the assistant gives a generic answer. After it, the answer points at the file.

Read the full guide

Free in the Mastermind. The full guide includes a prompt for each stage and a maintenance checklist.

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