A knowledge base built from your document folder: ask, get an answer

The scenario turns the documents in Microsoft OneDrive into a searchable memory in Pinecone, keeps a registry in таблица, and then answers questions from your own documents — with the source attached.

  • Answers come from your documents, not from imagination
  • A registry in таблица shows exactly what's been processed
  • The same documents never get processed twice
  • An email to Keap tells you when ingestion is done
Google SheetsPinecone Vector StoreDefault Data LoaderEmbeddings OpenAI

How it works

To move data from Keap to Microsoft OneDrive automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Manual Ingestion Trigger
  2. Then: List Knowledge Base Docs
  3. Then: Download Doc as Text
  4. Then: Store Embeddings in Pinecone
  5. Then: Log to Document Registry
  6. Then: Notify Ingestion Complete
  7. Then: Read Document Registry
  8. Then: Detect New or Updated Docs
  9. Check: IF New Docs Found
  10. If yes: Prepare Docs for Re-ingestion
  11. Then: Download Updated Docs
  12. Then: Re-ingest into Pinecone
  13. Then: Update Document Registry
  14. Then: Build KB Digest Email
  15. Then: Send Weekly KB Digest
  16. If no: Build KB Digest Email1
  17. Then: Send Weekly KB Digest1
  18. Then: Load Document Data
  19. Then: Split Into Chunks
  20. Then: Generate Embeddings
  21. Starts when: Question Webhook
  22. Then: Extract Question & User
  23. Then: Search Knowledge Base
  24. Then: Build RAG Prompt
  25. Then: Answer Generator
  26. Then: Parse AI Answer
  27. Then: Log Q&A to Sheets
  28. Starts when: Send Answer Response
  29. Then: Generate Query Embedding
  30. Starts when: Weekly Sunday 11AM Trigger
  31. Then: List Knowledge Base Docs1
  32. Then: Load Document Data1
  33. Then: Split Into Chunks1
  34. Then: Generate Embeddings1

You can launch this Keap + Microsoft OneDrive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.