Knowledge Layer

Knowledge Bases

Source folders that power agents, pages, platform packs, prompt systems, examples, and reusable operating workflows.

Knowledge-base rule:

Every knowledge base should define purpose, source boundaries, public-safe rules, reusable examples, and the agent outputs it is allowed to support.

Funding Internal + Public Safe

Funding Knowledge Base

Funding product-family routing, intake questions, documentation needs, disqualifiers, qualification bands, and public-safe language rules.

  • Product family summaries.
  • Required documents by path.
  • Fast disqualifiers.
  • Intake and routing logic.
  • No approval or funding guarantees.
Open funding KB →
Partner Distribution

Partner Enablement Knowledge Base

Partner launch kits, attribution rules, affiliate protection, resource cards, broker enablement assets, and partner-safe CTAs.

  • Partner lead-generation strategy.
  • Resource card templates.
  • Tracking and attribution rules.
  • Affiliate disclosure requirements.
  • Partner microsite planning.
Open partner KB →
CRM Operations

CRM Knowledge Base

CRM hygiene, lead status handling, note cleanup, follow-up triggers, missed-opportunity detection, and pipeline signal scanning.

  • Lead status definitions.
  • Follow-up trigger logic.
  • CRM note cleanup patterns.
  • Signal scanning workflows.
  • Human review checkpoints.
Open CRM KB →
Content Publishing

Content Ops Knowledge Base

SEO briefs, article frameworks, repurposing systems, video-to-blog workflows, content calendars, and content-to-agent conversion.

  • SEO article brief pattern.
  • Video-to-blog transformation.
  • Repurposing matrix.
  • Metadata checklist.
  • Publishing workflow rules.
Open content KB →
Automation Workflow

Automation Knowledge Base

Workflow specs, trigger libraries, webhook event patterns, approval gates, fallbacks, failure handling, and automation safety.

  • Trigger library.
  • Action maps.
  • Webhook event notes.
  • Approval gates.
  • Failure handling.
Open automation KB →
Local Referral Engine

Local Referrals Knowledge Base

Local referral partner discovery, outreach lists, profile pages, local scripts, referral qualification, and follow-up cadences.

  • Referral partner categories.
  • Outreach scripts.
  • Local landing page ideas.
  • Tracking rules.
  • Partner qualification.
Open local referrals KB →
Growth Public Tools

Engineering-as-Marketing Knowledge Base

Public tools, calculators, widgets, directories, scorecards, templates, and conversion assets that produce useful demand.

  • Tool idea backlog.
  • Widget specs.
  • Calculator requirements.
  • Lead magnet mapping.
  • Static launch checklist.
Open engineering-as-marketing KB →

Knowledge-base folder standard

Each folder should be structured enough for both humans and AI agents to use.

knowledge-base/
  [topic]/
    README.md
    index.json
    examples.md
    source-notes.md
    guardrails.md
    output-formats.md

Public-safe content rules

  • Use synthetic examples unless explicitly approved otherwise.
  • Do not expose API keys, client files, private terms, or confidential logic.
  • Avoid guarantees and unsupported claims.
  • Separate public-facing copy from internal-only routing notes.
  • Include human review for high-stakes workflows.

Agent output rules

  • Summarize known facts first.
  • List missing inputs.
  • Provide next-step recommendations.
  • Include guardrails and restricted claims.
  • Return structured assets that can be copied into the repo.