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Documents: Building Your Knowledge Base in Revo

Documents in Revo are living knowledge containers that power your team's intelligence. Create native docs or sync from Notion, Confluence, and Google Drive to build a searchable knowledge base that fuels accurate email drafts, insights, and automations.

Updated over a month ago

What are Documents in Revo?

Documents are the fuel for Revo's Intelligence Modules. Unlike traditional document management systems where files sit static, Revo treats every document as active context that continuously powers your team's AI capabilities.

Whether it's a company strategy, market research, product spec, or internal SOP, every document you add becomes part of your organization's living memory. This allows Revo to:

  • Draft emails grounded in your actual processes and policies

  • Generate insights based on real research and data

  • Automate tasks aligned with how your specific organization operates

  • Answer questions with citations from your knowledge base

Key principle: Documents aren't just storage. They're the foundation that makes Revo intelligent about your business.


How to Create or Import Knowledge

You can either create native content in Revo for maximum control or sync existing tools to eliminate information silos.

Creating Native Documents in Revo

  1. Click Documents in the left sidebar

  2. Select New Document or New Folder at the top right

  3. Add a title and use the rich-text editor to write your content

  4. Documents save automatically. Click the back arrow (<<) to exit when finished

Pro tip: Use folders to organize knowledge by department (Marketing, Engineering, Sales) or project for easier team access and more precise @mentions in Chat.

Importing via Integrations (Notion, Confluence, Google Drive)

  1. Click your Team Name (top left) and select Settings

  2. Go to Integrations and click Add integrations

  3. Search for your tool (Notion, Confluence, or Google Drive) and follow the connection prompts

Privacy note: For Personal Integrations, Revo only accesses documents you have explicit permission to view or have shared with the integration. Your private files remain private.


How to Use Documents Effectively

1. @Mention Documents in Chat for Precision

In any Chat, type @ and select a specific document or entire folder. This tells Revo exactly which source to prioritize when answering your question.

Examples:

  • "Using @document: Product Roadmap, what features ship next quarter?"

  • "Summarize the key takeaways from @folder: Market Research"

  • "Compare @document: Q4 Strategy with our current progress in @project: Growth"

This scoped retrieval makes answers faster, more accurate, and fully cited.

2. Organize with Folders for Better Intelligence

Folders aren't just for visual organization. They enable smarter queries by grouping related knowledge.

Structure examples:

  • Strategy/ (mission, vision, OKRs)

  • Product/ (specs, roadmaps, PRDs)

  • Sales/ (pitch decks, case studies, pricing)

  • Operations/ (SOPs, policies, processes)

Why this matters: When you ask Revo to "compare Strategy folder with current metrics," it knows exactly which documents to synthesize.

3. Feed Intelligence Modules Automatically

Once a document is created or synced, it automatically updates relevant Intelligence Modules:

  • Company DNA learns your mission, values, and positioning

  • Product Features indexes specs and roadmaps

  • Product Portfolio understands your offerings

  • Company Glossary picks up terminology and acronyms

Result: Every email draft, insight, and automation becomes smarter without you doing extra work.


Best Practices for Building a Strong Knowledge Base

Start with Company DNA Documents

Before anything else, create or sync documents that define:

  • Your company mission and values

  • Product positioning and messaging

  • Team structure and responsibilities

  • Core processes and workflows

Why: These foundational docs ensure every Revo output aligns with your brand and operations from day one.

Keep Context Current

Revo prioritizes Truth Over Style. It drafts based on what's actually documented, not what it thinks might be true.

Best practice: Regularly archive or delete outdated documents. If your pricing changed six months ago but the old doc is still active, Revo might reference the wrong numbers.

Structure Documents for Clarity

Use clear headings, bullet points, and tables.

While Revo is highly capable of understanding context, structured information helps it:

  • Find the right answer faster

  • Cite sources more accurately

  • Generate better summaries

Centralize Knowledge Across Departments

The more relevant data Revo has from different teams, the better it can "connect the dots" between meetings, docs, and communications.

Example: When a customer asks about a feature request, Revo can reference:

  • The original product spec (Engineering docs)

  • Roadmap timeline (Product docs)

  • Customer feedback themes (Sales/CS docs)

  • Current development status (Project management)

Result: One accurate, fully grounded email reply instead of "let me check with the team."


Frequently Asked Questions

How often do synced documents update?

Integrations refresh automatically based on changes in your connected tools (Notion, Confluence, Google Drive). Updates typically sync within minutes to ensure Revo always has current information.

Can I upload PDFs or Slide decks?

Yes. The best way to bring PDFs, PowerPoints, and Excel files into Revo is via the Google Drive integration. Once connected, select the files you want indexed and Revo will extract the content to power your intelligence layers.

What happens if I delete a document?

Deleting a document removes it from your search index and stops it from informing future queries and drafts. However, any historical Insights or records previously generated using that document will remain in your workspace.

Can I export my Revo-native documents?

Yes. Any content created directly in Revo can be exported as PDF. Open the document, click the three dots at the top right, and select Export to PDF.

Does Revo train its AI models on my documents?

Absolutely not. Revo uses your documents strictly for retrieval and grounding responses. Your data is never used to train AI models. Your knowledge stays private to your organization.

What is the difference between a Document and an Insight?

Documents are the building blocks of your knowledge base (like a research paper or a strategy guide). Insights are AI-generated analyses or summaries created by Revo to help you preserve and share specific intelligence derived from those documents and other data.

How do I know if Revo is actually using my document to answer a question?

In any Chat response, Revo will provide inline citations. You can click these to see exactly which document or integration page was used to ground the answer

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