Indexing, Alerts, and Compare Mode

This page explains how indexed workflows behave, why saved searches matter, and how to turn retrieval into ongoing monitoring. It is the bridge between asking questions and operationalizing them.

Indexing basics

Index content you expect to query more than once.
Folder-level indexing works best when the folder has a clear business purpose.
Higher retrieval quality depends on clean source files, OCR quality, and stable document organization.

Saved searches and alerts

Saved searches turn recurring prompts into reusable operational views.
Alerts help teams notice new matches, changed clauses, or incoming documents that meet specific conditions.
This is especially effective for procurement, compliance, support, and recruiting review queues.

Compare mode and context controls

Compare mode works best when the decision depends on differences between documents rather than one document in isolation.
Folder and file filters narrow which indexed content is allowed into chat answers and search results.
Compare templates speed up repeated review patterns inside the workspace assistant.

Implementation guidance

The strongest indexed workflows are intentionally narrow. Instead of indexing everything first and asking how to control noise later, start with one bounded corpus and one recurring question set. Expand only when the results remain trustworthy and the team knows how it will act on them.

Mistakes to avoid

Do not use alerts for conditions that no one will actually respond to.
Do not index chaotic folders with mixed ownership and unclear purpose.
Do not treat compare mode as generic search; it is for structured difference review.