Get your first useful AI answer

Outcome: your AI tool answers from a saved page and uses a changed fact after you update the source. Before you start: use a test page in a vault where you have Editor or Vault admin access. Connect one tool through local sync or MCP. The policy below is fictional training content.

1. Save a small source

In Knowledge, choose the test vault and create practice-client-policy.md with + File → New. Open Edit, paste the following, and select Save.

# Practice client policy

Fictional training example. Not an approved company policy.

## Meeting preparation

The account owner sends the agenda two business days before the meeting. The
agenda includes open decisions and links to the project brief.

## After the meeting

The account owner records decisions and next actions in the project brief.

Reopen the page and search for Practice client policy. If using a personal vault, select it explicitly in Search.

2. Ask your connected tool

Copy this prompt and replace the vault description with the one you chose:

Use Northern Logic Knowledge. Orient to my workspace and find
"Practice client policy" in my test vault. Open the saved page.
When should the account owner send the agenda? Include the source
path and the sentence that supports your answer. Do not edit files.
If you cannot access the source, say so instead of guessing.

Expected result: two business days before the meeting, with the path to your test page and a supporting sentence. Open that source yourself to confirm it is the intended page.

3. Update the source

In the web editor, change two business days to three business days and save. For a local tool, wait for the replica to receive the change and check sync health.

4. Ask for a fresh read

Fetch "Practice client policy" again from Northern Logic Knowledge.
Do not rely on your previous answer. What is the current agenda
lead time? Include the source path and supporting sentence.

Expected result: three business days. A new chat can help separate this check from earlier conversation context, but the critical step is actually fetching the current source.

Check your result

The tool used the correct workspace and vault.
Both answers identify the same test page.
The second answer reflects the saved change.
Activity shows your edit; the read-only exercise did not ask the agent to change anything.

If it did not work

Symptom	Next check
No source or an invented path	Ask for the actual tool read; follow agent search troubleshooting.
It still says two days	Confirm Save completed, then inspect the replica or request a fresh MCP read.
It finds a different policy	Specify the exact vault and path returned by orientation.
It can read but cannot write	Reading worked. Writing has separate permission requirements.

Use this in real work

Replace the practice source with an approved procedure and repeat the evidence check. Keep the practice page clearly labeled or remove it when finished. Model output still needs human review. Next: Write in your company’s voice or Use the same knowledge across AI tools.

Getting started

Knowledge

AI and connections

Tutorials

Workspace

Help

1. Save a small source

2. Ask your connected tool

3. Update the source

4. Ask for a fresh read

Check your result

If it did not work

Use this in real work

​1. Save a small source

​2. Ask your connected tool

​3. Update the source

​4. Ask for a fresh read

​Check your result

​If it did not work

​Use this in real work

1. Save a small source

2. Ask your connected tool

3. Update the source

4. Ask for a fresh read

Check your result

If it did not work

Use this in real work