append_knowledge
Add a dated note that later research and drafting can reuse.
Before you start
Choose the entity and provide verified facts or explicit user instructions. Keep sensitive or irrelevant details out of the note.
Example request
Save this approved claim and its source in workspace knowledge, with today's review date.
A task request for your connected assistant. It may require several tool calls; it is not an API payload.
Check the result
Read the updated knowledge to confirm the fact and its scope were saved correctly.
Boundaries
The note store is size-capped and older blocks are summarized. A note is not a do-not-contact flag, a reminder, or automatic model training.
Next tools
- get_knowledge
Read saved notes about the workspace, a person, or a company.
- mark_person
Set a person's qualification state or do-not-contact flag.
- mark_company
Set a company's qualification or do-not-contact state.