Workflows & examples

When to use

Use these end-to-end examples as templates for the three common jobs: documenting a process, sweeping stale content, and filling gaps.

Authors need kb:write; readers need kb:read.
Approval workflows for articles and folders are configured at /knowledge/automation/workflows.

Documenting a new process
1. In /knowledge/kb, create an article under the owning team’s category.
2. Write the procedure with steps, images and links.
3. Send it for review; routing can be configured in /knowledge/automation/workflows.
4. Publish, optionally asking readers to acknowledge they have read it.
Freshness sweep
1. Open /knowledge/automation/agents and review stale-content insights.
2. Reassign each stale page to its owner.
3. Owners update and republish.
Filling a knowledge gap
1. In /knowledge/reports, find articles rated poorly or categories with few articles.
2. Use the Knowledge Curator to propose outlines.
3. Draft, review and publish the new articles.

Do not skip the category when drafting; it decides browse position and portal visibility.
Request acknowledgement only for policies that truly require it.
Run the sweep on a schedule, not only when someone complains.