Data types
There is useful work in your records.
Look for the context around a task. These eight categories can be a starting point for an inventory, subject to permissions and buyer requirements.
Team conversations
The discussion behind a decision.
Explore these recordsBusiness email
Requests, replies, and the work between.
Explore these recordsSales records
From first inquiry to a recorded outcome.
Explore these recordsCustomer support
A problem, a response, a resolution.
Explore these recordsDocuments and guides
The knowledge that makes a task possible.
Explore these recordsApproved call transcripts
Spoken work, with the right permissions.
Explore these recordsOperational workflows
The steps, rules, and exceptions of a task.
Explore these recordsAI review and feedback
An output, a correction, and the reason.
Explore these recordsSource examples are not software connections.
The assessment asks where records live. Any extraction method, access, and handling controls must be agreed separately.
Your records are a good place to start.
Tell us what your team records. We will help you understand the next questions to ask.