General Business & Doc Review Policy

When to use it

Select this policy for any document containing "About Us" pages, corporate policies, broad service overviews, company histories, mission statements, or market positioning documents.

How the General Business Policy Protects Your Data

1. Holistic Synthesis & Categorization

Instead of blindly splitting text every 500 tokens, this policy reads the entire document to form a holistic understanding of the company. It then restructures the unstructured narrative into logical, distinct categories (e.g., Company Profile, Core Services, Corporate Policies), ensuring the LLM can instantly locate specific business facts.

2. Key Differentiator Extraction

Sales and Support agents are constantly asked, "Why should I choose your company over a competitor?" This policy actively hunts the document to identify and separate the company's "Key Differentiators." By structuring these points clearly, your agent is always armed with the correct value propositions to close a sale or defend the brand.

3. Exact-Match Wording

When AI summarizes business text, it tends to embellish or invent corporate jargon. This policy is strictly forbidden from writing "creative" summaries. It copies the exact wording, terminology, and brand language from the source document. If a service guarantee or legal claim is stated, the policy preserves the exact phrasing, numbers, and dates.

4. Title Generation & Noise Redaction

To make the document highly searchable in the Vector Database, the policy generates a highly accurate, specific title for the output. Simultaneously, it redacts irrelevant data—such as product inventory levels or web navigation noise—keeping the context window focused purely on the business intelligence.

What the Output Looks Like

When your n8n workflow queries the Knowledge Base for general company information, it receives a categorized, factual Markdown document rather than a rambling PR article.

# Company Profile: Bugsy's HVAC Services & Maintenance

## Corporate Overview
Bugsy's HVAC Services is a family-owned commercial heating and cooling provider operating in the Greater Chicago area since 1998.

## Core Services
- **Commercial Installation:** Full-building HVAC system design and installation.
- **Preventative Maintenance:** Bi-annual inspection and filter replacement contracts.
- **Emergency Repair:** 24/7 on-call repair services for commercial accounts.

## Key Differentiators
- 24/7 guaranteed emergency response time under 2 hours.
- All technicians are NATE-certified and fully insured.
- Upfront, flat-rate pricing with no hidden weekend emergency fees.

Why This Matters for Automation Developers

By applying the General Business & Doc Review Policy during ingestion, you drastically improve the baseline intelligence of your agents:

• Structured Narrative: You turn messy web scrapes and PDF brochures into clean, categorized data. If a user asks "What services do you offer?", the LLM finds a direct bulleted list.
• Brand Voice Preservation: Because the policy preserves exact terminology and limits paraphrasing, your agent speaks using the client's approved brand language, not generic AI speak.
• Simple Extraction: You don't need to build complex LLM extraction loops to figure out what the company does.