What you do now
Export PDF, Word, Excel, PPT, or web pages, or place audio transcriptions into `00_Inbox_To Process/`.
Step 2 / Prepare materials folder
Just give the agent one data entry point.
There is no need to migrate note-taking software, let alone organize the entire knowledge base first. Start by creating a new folder and putting the sample materials needed for this task into it.
My knowledge work system/
├── 00_Inbox_To Process/
├── 01_Raw materials_Archived/
├── 02_Structured Knowledge/
├── 04_Open questions/
└── 05_Output and reference records/
Not doing it for now
Don't change original file names, don't delete original files, and don't rush to put in real customer confidential information or API Keys.