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Use casesAI agents on Workspace

Ground an assistant in your own documents

Give an agent read access to the folders that hold your real knowledge so it answers from your material, not the internet.

Who it is forAny team whose expertise lives in documents rather than in a knowledge base.
APIsDrive API
Typical scopesdrive.readonly

The problem

General assistants give plausible general answers. The answer you need is in a document somebody wrote two years ago.

How it works

  1. Scope the agent to specific folders, not the whole Drive.
  2. Extract and index the text, keeping a pointer back to the source file.
  3. Require answers to cite the document they came from.

What changes

Answers that reflect how your organisation actually does things, with a link to the source.

The trap in this one. Folder scope is your access-control boundary. Point an agent at a Drive root and it will happily quote the salary review it found there.

Questions people ask

How current does the index stay?

Re-index on a schedule and store the file's modified time, so stale answers can be detected.

Want this built?

This is a pattern we run in production. We will set up the delegation and build this on top of it — $500 per hour, most of it working the same day.

Talk to us Or read the setup guide

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Build an approval desk for everything an agent produces

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