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How-to· 1 min

Internal document search that works on a messy corpus

Most of this project is document work, not tool work.

AI Tools Hub Editorial · published · updated

The first failure

Answers grounded in a withdrawn policy. A person would notice it looks old; a retrieval system does not discount by date. The same happens with discontinued product specs, superseded price lists and procedures written by someone who left.

Narrow the scope

IncludeExclude
Current policies with a named ownerPersonal folders
Current product specificationsFinished project material
FAQ and help articlesEmail attachments
Current price lists and contract formsWork-in-progress drafts
The narrower the scope, the more trustworthy the answers.

Verify permissions as a user, not an admin

Confirm the search layer honours the source permissions by searching for something sensitive from an ordinary employee account. Checking as an administrator proves nothing, and HR or salary documents surfacing company-wide is the common accident.

Always show citations

Configure answers to cite the document and location. Users can then verify, and a citation to an obsolete file is visible. With citations the system is usable before the corpus is perfect.

Evaluate on twenty real questions

Collect twenty of your most frequent internal questions and count correct answers. A vendor demo tells you nothing about your corpus.

FAQ

How long does the document work take?

Days, if you narrow scope. Forever, if you try to organise everything — so decide the boundary first.

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