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Practical recipes

Practical workflows with your documents

See how people use notes, specialist documents, and team records to research questions, review evidence, and prepare work.

23 recipes

EnterprisePoC / demonstration

Subcontracting law Q&A with source clauses

Construction staff ask questions in their own words and review the relevant rule alongside a link to the original text.

5 min read

Personal knowledgeExample workflow

Search notes by concepts and relationships

A product manager with five years and 1,800 notes finds his own writing using a concept that appears nowhere in the title.

5 min read

EnterpriseExample workflow

Search equipment maintenance and handover records

Confirm three names as the same machine to review 15 years of scanned logs, 30,000 MES rows, and weekly interview recordings as a shared maintenance history.

5 min read

ResearchPoC / demonstration

Search reports, patents, and papers together

Researchers review internal reports, patents, and outside papers in one chat, with document names and pages, patent conditions, and paper metadata attached to the answers.

5 min read

TeamsExample workflow

Search engineering decisions and their history

The CTO of a 30-person B2B SaaS company reviews 200-odd meeting notes and architecture decision records to find original decisions and later revisions, even after their authors have left.

5 min read

Personal knowledgeExample workflow

Check investment assumptions against new news

An investor uses eight years of research notes to revisit buy-time assumptions and sets keyword watches for relevant incoming news.

5 min read

InsuranceExample workflow

Insurance product guidance through an API

An API-powered chatbot can understand what a customer or business needs, match those requirements to suitable insurance products, explain the fit, and answer questions from the relevant policy sources.

4 min read

InsuranceExample workflow

Evidence review for complex insurance claims

Bring photos, reports, invoices, statements, assessments, emails, claims history, and policy documents together around one claim so employees can investigate the evidence as a connected record.

3 min read

InsuranceExample workflow

Investigate suspicious relationships across claims

Connect claims, people, businesses, addresses, and service providers to reveal suspicious relationships that remain hidden when each claim is reviewed separately.

3 min read

InsuranceExample workflow

Policy-based answers for customer service

Connect each customer to the correct policy version, coverage clauses, exclusions, endorsements, and internal guidelines so employees can answer questions consistently and show their sources.

3 min read

InsuranceExample workflow

Review shared exposures across an insurance portfolio

Connect customers, suppliers, platforms, locations, assets, claims, policies, and external events to reveal concentrated risks across the insurer's complete portfolio.

4 min read

InsuranceExample workflow

Geographic risk analysis for insurance portfolios

Geocode insured properties and physical assets, then connect them with customers, policies, suppliers, hazards, and external events to understand geographic exposure across the portfolio.

4 min read

InsuranceExample workflow

Review business relationships in commercial risk assessments

Review a commercial customer’s operations, subsidiaries, suppliers, partners, locations, claims, policy changes, and external risks alongside its underwriting profile.

4 min read

InsuranceExample workflow

Assess regulatory changes across policies and products

Compare new regulations and external developments with the insurer's policies, products, internal rules, and customer base to identify where changes may require attention.

4 min read

InsuranceExample workflow

Review related risks in commercial underwriting

Connect company documents, prior policies, claims, subsidiaries, and external risks so underwriters can understand how each factor influences a commercial customer's overall risk.

3 min read

EnterpriseExample workflow

Insurance advice across customer channels

A digital insurer plans to connect its product policies through a knowledge graph and Consilience API, so customer channels can retrieve answers with the relevant policy clauses.

5 min read

EnterpriseExample workflow

Compare merchant fees and settlement terms

A card company connects each merchant’s contracts to review conflicting fees or settlement terms across agreements.

6 min read

EnterpriseExample workflow

Calculate delivery routes and costs from addresses

Plan deliveries from one warehouse for ninety orders using three vans. The agent geocodes addresses, calculates road travel time and fuel cost, and uses a solver to arrange stops; each stop links to its order.

5 min read

Personal knowledgeExample workflow

Search client agreements and meeting statements

A brand designer managing nine clients uses meeting records to check what each client said, with the speaker and source attached.

5 min read

TeamsExample workflow

Compare claims and evidence for investment review

The deck reports 1.8% monthly churn; the data room suggests 3.1%; a reference call says the customer stopped using the product halfway through the year. Compare the three accounts in a table with a source for each row.

5 min read

ResearchExample workflow

Search experiments across old and new compound names

Confirm and connect two names for the same compound, then review experiments recorded under either name and the source notes explaining why they were stopped.

5 min read

EnterpriseExample workflow

Review project progress and team responsibilities

Connect projects, documents, and team members to check the latest recorded status and responsibilities, with links to the underlying notes.

5 min read

ResearchExample workflow

Plan revision using your course materials

Compare thirteen weeks of slides, readings, and problem sets from one professor to see which topics recur and how much time the course spends on them, even when no past papers are available.

5 min read
Consilience Workflow Examples