Internal knowledge agent across Notion, Slack, and Drive at a fintech

RAG agent that answers employee questions across the company knowledge stack with permission-aware retrieval and citations on every claim.

8 hrs/wk

saved per engineer (median)

1,200+

weekly queries by week 4

92%

thumbs-up rating on answers

Client type

Series-A fintech

Size

~80 employees

Region

US remote

The problem

Onboarding took 6+ weeks because new engineers couldn't find anything. Senior staff were getting Slack-pinged constantly with the same questions.

Approach

01
Connectors for Notion, Google Drive, Slack history (with permissions honored), and GitHub
02
Permission-aware retrieval, so the agent never surfaces a doc the asker can't access in the source system
03
Slack app + simple web UI; cite sources on every answer
04
Usage analytics surfacing top unanswered queries, flagged as content gaps for the team

Outcomes

8 hrs/wk

saved per engineer

self-reported median

92%

thumbs-up rate

31%

shorter onboarding

tracked via ramp metrics

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