A colleague asks whether an expense can be approved today. The archived policy says yes; the current one requires a second approver. A fluent answer based on the wrong version is worse than an explicit “I need to check.” AI is useful here when it leads the reader back to an effective source.
Establish the source and access
Record the policy owner, effective date, section and intended audience. Mark superseded versions clearly. Share only material you are authorized to use. If your team uses Knowledge, document retrieval depends on the account, workspace, limits and permissions.
Ask a narrow question
Specify the action, role, amount and date. For example:
Using the authorized, effective policy, identify who approves this expense. Cite the section and the supporting phrase. List exceptions separately. If the source does not resolve the case, say that the policy owner must clarify it. Do not invent a new rule.
Check the reference in the original document. A quotation may be accurate but belong to a different role or process. Do not apply an adjacent rule by analogy without approval.
Separate explanation from authorization
Structure the result as “supported by the document,” “unclear or conflicting,” and “person who can decide.” Conflicting current documents should go to their owners. AI can prepare a reviewable draft; it cannot authorize a payment, contract or policy exception.
Recheck after a change
Keep the version link and review date with the work item. Repeat the check when the policy changes. The same source discipline applies when handing a project to a colleague: a new owner needs verified decisions and their sources.
Yasnora AI can help structure authorized text. Files and Knowledge depend on account, limits and access rights; people remain responsible for the final answer and action. See Yasnora and the Wicsora ecosystem. Русская версия.
