AutomationDocuments → knowledge base list

Describing new documents for the knowledge base with AI

New documents in a OneDrive folder are logged in a table with a short description, ready for the knowledge base.

Documents → knowledge base list is ready-made automation in Altramano for knowledge and research: new documents in a OneDrive folder are logged in a table with a short description, ready for the knowledge base.

It works with Microsoft OneDrive and Microsoft Outlook.

Ready-made automation · department Knowledge and research

What it does

Put documents in the folder you choose. This automation records every new file in the "Documents" table (name, date, short description) and reminds you to upload it to your assistant's knowledge base.

What you need

Microsoft OneDrive — read, upload and move files and folders in OneDrive, with a trigger on a new file, connected through logging in to the service.
Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does describing new documents for the knowledge base work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Microsoft OneDrive: read, upload and move files and folders in OneDrive, with a trigger on a new file. Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For knowledge and research: answers from your own manuals, contracts and procedures, citing their source. Those hours go into judging the answer, instead of into looking it up in ten documents.

This department comes into play in accountancy and bookkeeping firms and legal and notaries.

How to install it

Choose the template in your environment under Templates.
Point at the integrations it needs and fill in at most three settings.
Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Documents → knowledge base list?

Microsoft OneDrive and Microsoft Outlook and a Altramano environment.

Which department is Documents → knowledge base list for?

Knowledge and research, in industries such as accountancy and bookkeeping firms and legal and notaries.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for knowledge and research

More templates for knowledge and research
Sjabloon	Soort	What it does
Knowledge base responder	AI agent	An assistant that answers questions from the sources and documents you put in its knowledge base.
News selection from RSS → summary	automation	Every morning, a selection of the news from your feeds on your subjects, summarised.
Summariser	AI agent	An assistant that summarises long texts, reports and articles to the length you want.

All 8 templates for knowledge and research

Templates are updated in your Altramano environment.

Last updated: 19 September 2026