Module 01 · AI-Powered Onboarding KB
Sources & ingestion
Calls, meetings, emails, and documents currently in the RAG index. Connectors to be confirmed.
Connectors
| Microsoft Teams | Calls, meeting recordings | Connected |
| Outlook | Project mail threads | Connected |
| SharePoint | Playbooks, briefs, SOPs | Connected |
| Confluence | Internal docs | Connected |
| Zoom | Closeout & retro calls | Connected |
| CRM (Salesforce) | Account notes & history | Pending scope |
Indexed artefacts · 8
| Date | Kind | Title | Source | Tags | Size | Status |
|---|---|---|---|---|---|---|
| 2026-06-04 | Call | Cypress FCU — kickoff call | Teams | standard-conversionkickoff | 47m | Indexed |
| 2026-06-03 | Pinegrove FCU — data delivery escalation | Outlook | data-deliveryescalation | — | Indexed | |
| 2026-06-02 | Meeting | Solace FCU — weekly sync | Teams | standard-conversion | 31m | Indexed |
| 2026-05-28 | Document | Merger playbook v3.2 | SharePoint | mergerplaybook | 2.1 MB | Indexed |
| 2026-05-26 | Document | Atlas Bank — extended conversion brief | SharePoint | extended-conversion | 844 KB | Indexed |
| 2026-05-22 | Call | Riverstone CU — closeout call | Zoom | closeout | 62m | Indexed |
| 2026-05-20 | Foxhill Bank — change-request thread | Outlook | change-request | — | Processing | |
| 2026-05-12 | Document | Standard conversion SOP | Confluence | sopstandard-conversion | 318 KB | Indexed |