Knowledge base freshness review
Checks that internal documentation still matches how the team works and retires what no longer applies.
First Monday of the month, rank docs shared in answers by how often they were used, and post the top five.
The job, and what good looks like.
Internal documentation is written once and never checked again, so people follow steps for a process that changed last year and lose an hour before they notice. Search then ranks the stale page above the current one, because freshness is not a signal anyone applies. The review makes ownership explicit. Every page has a named owner, a last-reviewed date, and an interval that matches how fast the process changes: monthly for anything operational, quarterly for policy, yearly for background reading. The pass works from usage rather than from a full read. Pages linked from recent support answers, from onboarding docs, and from the last three months of chat questions are checked first, because those are the pages people actually follow. Each one gets one of three verdicts: confirmed, revised, or archived. Archived pages are not deleted, they are moved out of the default search path with a pointer to whatever replaced them. A short changelog at the top of a page says what changed and when, which is often enough to answer the question that sent someone there in the first place. A person still decides whether a page is accurate, whether a change deserves a new page, and when a process is genuinely settled.
When it is handled
- Every page has a named owner
- Stale pages reviewed quarterly
- Fewer repeated questions
Works with tools like
- Notion
- Atlassian Confluence
- Slack
- Coda
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
Doc Review Queue
First Monday of the month, rank docs shared in answers by how often they were used, and post the top five.
The first Monday of each month
Page Owner Audit
Pages edited this week with no owner listed, ask the last editor in Slack to add a name and a review date.
When a page is edited without an owner listed
Stale Page Review
Pages untouched for 90 days, ask each owner to confirm, revise, or archive, then send the list of pages with no answer.
90 days after a page was last updated
You stay in charge.
At every step.
It sorts and reminds. You decide what to do.
- It never replies for you
Digests and reminders come to you. Anything that would send a message waits for your OK.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Only what you connect
Each automation reaches only the inbox, calendar and notes you give it.
Doc Review Queue
Approve before it posts in Slack?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Built-in rules in your email and calendar
Filing messages by sender or subject.
They can't read what a message asks for, or follow up on it.
Flowchart automation tools
Connecting apps if you build and maintain the flow.
Every exception becomes another branch.
AI chat assistants
Summarizing when you ask.
Nothing happens until you remember to ask.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Related workflows.
Decision log capture
Records what was decided, what was rejected, and when the decision should be looked at again.
3 automations
Meeting notes
Turns a recorded call into a written record with the decisions, the open questions, and the owners.
2 automations
Email digests
Sends one short summary of what arrived overnight, split by what needs a decision and what owes a reply.
1 automation
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.