How to use the Assistant knowledge sources template

Start a board from it
Use this template opens a new Freero board with the Assistant knowledge sources template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Assistant knowledge sources”.
Follow the instruction on the board
“Every source needs an owner and a review date: an assistant is only as current as its oldest document. Put what it must not use in writing too.”
Fill in each part
- Policies Owner and freshness.
- Help centre Owner and freshness.
- Support assistant What it answers, and for whom.
- Release notes Owner and freshness.
- Never use Sources it must not draw on.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Assistant knowledge sources board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Team prompt library
The prompts your team reuses, with the inputs each one needs, when it works best and who keeps it up to date.
Agent workflow design
Design a workflow an AI agent runs: what starts it, what it gathers, what it does, how its work is checked and how it hands back.
Agent permissions review
Decide what an AI agent may do on its own, what needs a person’s approval and what it must never do, action by action.
Human review queue
A board for people to review what agents produced: waiting, in review, sent back with a reason, and approved.
Agent incident review
Look into a time an AI agent got something wrong: what happened, why it happened, why checks missed it, and what changes.
AI use policy draft
Draft the team’s rules for using AI tools: what’s encouraged, what’s off limits, what data can go in, and when to say AI was used.