Connected Knowledge

Korefocus custom workflows for Connected Knowledge

Few examples

Non-exhaustive list. Each workflow can be adapted to your needs. 

Metadata auto-tagging

When I save a Project Report, metadata is automatically generated (e.g. #goldmansachs #memo #M&A #robotics #germany #draft), so that content can be retrieved faster and more efficiently for future search.  

1 custom worklow can cover up to 5 metadata taggings (e.g. Industry, Knowledge Topics, Type of Document, Client Name, Document Status...).

Confidentiality Management

For a document related a Confidential Project, confidentiality tags are added (e.g. Public, Internal, Restricted access ; authorized access, time stamp and NDA expiry ...), so that it can be made accessible to my RAG while preserving confidentiality.

1 custom workflow can cover up to 3 sets of rules (e.g. based on NDA, based on Project, based on Territory)

Industry / Market Intelligence

When I analyze an Industry / Market, my RAG retrieves relevant knowledge in my data lake and connected internal sources, e.g. learnings from past projects. Analysis is structured, sources are transparent and can be filtered, chunks are easily accessible, output is formatted.

1 custom workflow can cover up to 3 Industry / Market Search templates (e.g. Competitive Landscape, Market Trends, Industry Innovation...).

Any open search can be completed using the same sources but won't be optimized. 

People / Company Intelligence

For a Contact I am researching, my RAG retrieves relevant information, activities, past interactions, shared contacts... (or for a Company: activities, financials, past transactions...), leveraging my data lake and connected internal sources (e.g. my Sharepoint). Analysis is structured, sources are transparent and can be filtered, chunks are easily accessible, output is formatted.

1 custom workflow can cover up to 3 People / Company Search templates (e.g. Profile summary for a Prospect, Financials and KPIs for a portfolio company, Interactions summary for a Client...).

Any open search can be completed using the same sources but won't be optimized.

Project Knowledge

For a Project I am running, my RAG searches relevant information, knowledge, templates, processes, similar contracts...  leveraging my data lake and connected internal sources. Analysis is structured, sources are transparent and can be filtered, chunks are easily accessible, output is formatted.

1 custom workflow can cover up to 3 Project Knowledge templates (e.g. "Key Learnings from similar projects", "Useful templates", "Pricing Guidelines and Benchmark"...).

Any open search can be completed using the same sources but won't be optimized.

Document Retrieval

I am searching for a document, but I am unsure where I can find it in my emails, Dropbox, CRM... I just ask for it and my RAG finds it for me and give me relevant comments on the search outcome ("multiple versions can be found, this one dated May 15, 2025 seems to be the final version").

I am searching for a picture of a cat, but can't find any with "Cat" in the file name nor the metadata... I just ask for it and my RAG finds cat pictures.

1 custom workflow can cover up to 5 types of documents (e.g. "Project Deliverables", "Branding Assets", "Marketing leaflets", "Picture"...)

Any open search can be completed using the same sources but won't be optimized.

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Ask for any internal information

When I ask “Have we received the executed contract for Deal XYZ?”, my RAG searches stored documents, give me the status and returns evidence. 

When I ask "What are the benefits of Owner vs. Doordash" for an investment opportunity I am assessing, my RAG leverages all our internal Project materials to perform its analysis.

1 custom workflow provides an "Agent Builder" powered by the RAG, for your team to easily instruct and provide specific context (e.g. specific folders, URLs, documents...)

This is a non-exhaustive list. Each workflow can be adapted to your needs. 

Your idea of workflow is not yet in the list? Let us know and we will confirm feasibility!

Defining your own list of workflows will be on the agenda of our first workshop:

• You can pick from our library of custom workflows. This is a non-exhaustive list and each workflow can be adapted to your needs. 
• You can propose your own ideas. 

A specific workflow is critical for you? You foresee any complication? Let us know and we will confirm the feasibility! 

See it in action:

Ask anything while preserving Confidentiality

Retrieve documents and investigate status: