Common questions

Do I need a deliverable brief?

No. A brief is optional. It is worth it only before a large or complex deck or report. It agrees the main message, audience, key points and outline before anything is built. The draft then needs fewer rounds and fewer tokens. draft-document builds from the brief if there is one, and works without one.

What is ingest for?

• Not every source needs it. Ingest what you want the agent to keep and refer back to. Examples are meeting minutes that track progress, or an article that you plan to quote in a report.
• It writes one knowledge page in 3-Knowledge/. Every claim on the page has a locator: a page, section or table. It also adds a row to the knowledge index and the source register.
• Later sessions read the page, not the original. This saves time and tokens. When exact wording matters, the locators take the agent back to the original.

Which save do I use?

• To memory files one thing: a decision, a risk or a task change. It reads only the file that holds that kind of fact.
• Save progress brings the whole project up to date before a break: the status snapshot, tasks, timeline and open handoffs.
• If you are not sure, use Save progress. It reads more, so it costs a few more tokens, but it misses nothing.

What happens to old drafts?

• A new draft never overwrites an old one. Earlier versions move to _superseded/.
• The Review branch edits a Word file that your team already owns. It does not rebuild the file. Every edit is a tracked change. Every reply goes in the existing comment thread, under the author name AI Review. It never accepts or rejects other people’s changes. It never touches a reference-manager field.
• If someone edits a file outside the workspace, it comes back in as the next version, under that editor’s initials.

Where do answers come from?

Answers come from the project’s own record, with the exact reference. If the record has no answer, the agent reports a gap. It does not guess. If you want an outside source, online-research finds it and cites each source with the date it was read.