Ask your workspace anything

Ask questions and get answers from your workspace resources without manually selecting files.

Created by Chris Moen • Version 139 • 24 steps

Instant answers from your knowledge base

Searching through folders, documents, and chat threads for a single piece of information wastes valuable time. This flow acts as a central intelligence layer for your workspace, allowing you to ask questions in plain English and receive accurate answers based on your internal data. Instead of manually opening individual files to find a specific policy or project update, you can query your entire resource library at once. It helps you stay focused by bringing the information to you.

How the automation works

This flow connects your workspace resources to an Artificial Intelligence model via a secure Application Programming Interface (API). When you input a question, the system scans your connected knowledge base to find relevant context. It then uses OpenAI to synthesise that information into a clear, direct answer.

You do not need to tell the system which file to look at. The integration handles the heavy lifting by identifying the most pertinent documents automatically. This ensures the responses remain grounded in your actual data rather than general knowledge.

Key benefits for your team

By centralising how you access information, you reduce the mental load on your team and ensure everyone has access to the same "source of truth."

  • Saves time: Eliminates the need for manual file searching and skimming long documents.
  • Improves accuracy: Pulls answers directly from your verified workspace resources.
  • Reduces context switching: Get answers within your workflow without jumping between different apps.
  • Scales research: Processes large volumes of data faster than any human could read.
  • Simple interface: Works through a straightforward question-and-answer format that requires no technical skill.

Is this template right for you?

If your team manages a growing library of research, project briefs, or standard operating procedures, this flow will be a massive help. It's particularly useful for onboarding new hires who need to find information quickly or for researchers who need to synthesise data from multiple sources. You're able to keep your workspace organised while making every bit of information instantly accessible to those who need it.

FAQ

What does the Ask your workspace anything flow do?

This flow lets you ask questions about your workspace documents and resources to get immediate answers. It finds the relevant information for you, so you don't have to search through folders or select specific files manually.

How does this workspace search work?

The flow connects to your knowledge base and uses OpenAI to understand your request. It scans your resources, identifies the most relevant data, and provides a clear response based on your workspace content.

Which services are required for this workflow?

This workflow integrates with OpenAI and uses an Application Programming Interface (API) to connect with your existing tools. These services work together to process your queries and retrieve data from your connected research resources.

How do I set up and customise this flow?

You can start by connecting your OpenAI account and linking your workspace resources. Because it uses an API, you can customise the sources it searches to ensure you're getting the most accurate information for your specific needs.