Systems

Your document base, or why the agent answers beside the point

When an agent answers beside the point, the cause is almost always the same: it was given documents nobody had reviewed in two years. The problem is not the model. It is the material.

2 September 20266 min readBy Sébastien Joumel
The first job is rarely technicalIn eight surveys out of ten, the work that unblocks everything is gathering, dating and de-duplicating documents that already existed.

The four defects

The duplicate

Three versions of the same procedure in three folders. The agent reads all three and answers with the one that most resembles the question — not with the right one.

The undated version

A file called procedure_v2_final_OK.docx does not say whether it is current. With no date and no status, no machine — and no hurried human — can decide.

The scanned PDF

An image of text is not text. Without optical character recognition those documents are invisible to the agent: it will not say it has not read them, it will answer without them.

Implicit context

« Standard rates apply. » Standard for whom? What lives in people’s heads cannot be read. It is the most expensive defect, and the only one that requires writing.

What the work looks like

It is neither long nor glamorous, and it is done with your teams rather than instead of them:

  • inventory what exists and where — half a day, usually a surprise;
  • keep one version of each document, dated, with a clear status;
  • run the scans through OCR, and check the tables;
  • write down what was nowhere: the list of documents per file type, the criteria, the known exceptions.

That last point pays off well beyond the agent: it is the same list you use to train a new joiner.

What we then demand of the agent

Once the material is clean, the rule is simple: every answer cites the document and its version. Not a vague pointer — the exact reference, checkable in one click.

An agent that cites its sources gets corrected. An agent that does not gets believed.

This has a useful side effect: it makes the gaps visible. When the agent answers « no current procedure covers this case », it has just flagged a real hole.

The « we’ll clean it up later » trap

The temptation is to plug the agent into the documents as they are and tidy afterwards. It works for a week. Then the team hits three wrong answers, stops using the tool, and the project dies without anyone announcing it.

Better a smaller system on clean material than an ambitious one on a messy base. That is why the survey looks at the state of your documents before it talks about tools.

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Other notes

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First call — fifteen minutes

We will tell you which system to open first.

Describe the task that costs you the most. We will tell you what is feasible, how long it takes and what it costs. If the answer is no, you will leave with the two reasons why.