Every business has institutional knowledge trapped in emails, documents, and people heads. AI fixes that.
The Architecture
- Collect: Gather all documents, emails, meeting notes, SOPs
- Index: Feed everything into a vector database (Pinecone, ChromaDB)
- Query: Natural language search via Claude API
- Answer: AI synthesizes answers from multiple sources with citations
Use Cases
- New employee asks "How do we handle refunds?" AI finds the SOP, the relevant email thread, and the exception policy.
- Sales team asks "What did we quote Company X last year?" AI finds the proposal and contract.
- CEO asks "What is our policy on remote work?" AI pulls from the handbook, recent emails, and board minutes.
The Impact
- New employee onboarding: 2 weeks to 3 days
- Question resolution: hours to seconds
- Knowledge loss when employees leave: eliminated
Cost
Claude API: $20/month
Vector DB: Free tier (ChromaDB)
Setup: 1-2 days
Implementation guide: wedgemethod.gumroad.com/l/ai-automation-playbook-smb
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