OperationsAdvanced

Build an internal AI assistant from company docs

Create a simple internal assistant that answers team questions from SOPs, policies, help docs, and product knowledge.

Setup time

2-3 hours

Time saved

4-10 hours

Best for

Small teams, Operations teams, Customer support teams

Tools

Dify, FastGPT, Feishu Base, n8n

Overview

This workflow turns scattered internal documents into a searchable assistant so teammates can find accurate answers without asking the same questions repeatedly.

When to use this workflow

Internal SOP assistant

Support team knowledge assistant

Onboarding assistant

Tools you need

Dify

AI app builder

Open source

Open-source platform for building LLM apps, RAG knowledge bases, agents, and AI workflows.

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FastGPT

AI app builder

Open source

Open-source knowledge-base Q&A and workflow platform for building practical AI assistants.

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Feishu Base

Database

Freemium

Collaborative no-code database for tracking leads, content, operations, and lightweight workflows.

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n8n

Automation

Open source

Workflow automation tool with self-hosting options for technical teams.

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Step-by-step workflow

Audit the knowledge sources

List the documents, SOPs, FAQs, product notes, and policy pages that should be trusted by the assistant.

Tool used

Feishu Base

Expected output

A source inventory with owners and freshness notes.

Clean and structure documents

Remove outdated notes, merge duplicates, add clear titles, and split long pages into focused sections.

Tool used

Notion

Expected output

A clean document set ready for ingestion.

Create the assistant

Upload the documents into an AI app builder and configure answer style, refusal rules, and source citation behavior.

Tool used

Dify

Expected output

A working internal Q&A assistant.

Test with real questions

Ask the assistant common onboarding, support, and operations questions. Log wrong answers and missing documents.

Tool used

FastGPT

Expected output

A test report and improvement list.

Prompt templates

Knowledge source audit

Review this list of company docs. Identify duplicates, outdated sources, missing SOPs, unclear ownership, and documents that should not be used by an AI assistant. Docs: [paste]

Assistant system instruction

Write system instructions for an internal company AI assistant. It should answer from approved documents, cite sources when possible, say when it does not know, and avoid inventing policy. Context: [paste company context]