Use Agent with knowledge base articles

Agent can search and read knowledge base articles when your organization makes them available.

Use this workflow when Agent should answer using approved internal guidance instead of general knowledge alone. This is helpful for team standards, process rules, workbook requirements, and review checklists.

When to use this workflow

Use this workflow when Agent should answer using your organization's guidance.

Good uses include:

• Applying internal modeling standards.

• Finding process guidance.

• Explaining workbook requirements.

• Following team-specific review steps.

• Checking whether a workbook follows documented rules.

Example prompts

• "Search the knowledge base for revenue recognition guidance."

• "Use the relevant knowledge base article to explain this workbook."

• "Find our team guidance for formatting model outputs."

• "Use the knowledge base to check whether this workbook follows our standards."

• "Summarize the relevant article first, then apply it to the active sheet."

Recommended steps

1. Ask Agent to search for a specific topic.

2. Review the article or summary Agent returns.

3. Ask Agent to apply the guidance to your workbook or task.

4. Ask for article references when the source matters.

5. If changes are needed, ask for a preview before Agent edits the workbook.

Better search terms

Specific terms produce better results. Include the policy area, workbook type, process name, or expected output.

For example, "revenue recognition model inputs" is more useful than "policy."

Tip

When the answer affects compliance, process, or customer-facing work, ask Agent to show which article it used and which workbook evidence supports the conclusion.