Sabaki Guide
Agent Source Workflow In Sabaki
How to ask Agent grounded workspace questions, inspect sources, and turn source-backed answers into next actions.
An Agent source workflow is the process of asking Sabaki Agent a bounded question, checking the sources behind the answer, and turning the result into a tracked workspace action only after review. It keeps AI-assisted work tied to evidence instead of generic advice.
Key Takeaways
- Start with a bounded workspace question so Agent can look for the right documents, KPIs, or records.
- Inspect cited sources before using an Agent answer in investor-facing material.
- Convert useful answers into workflow items, diligence requests, comments, or updates so the work remains durable.
How To Use Agent With Sources
- Ask a specific questionUse a concrete prompt such as asking what PostHog-backed KPI values changed this month or which Data Room files answer an investor question.
- Check source coverageConfirm the answer references the expected workspace sources and flags missing context when evidence is unavailable.
- Open the evidenceReview the cited document, KPI row, room comment, or workspace record before acting on the answer.
- Refine the requestAsk Agent to narrow the answer, compare sources, or list unresolved questions when the first answer is too broad.
- Create the next actionTurn the reviewed answer into a workflow item, Data Room request, page comment, investor update draft, or internal note.
Quick Comparison
| Question Type | Good Prompt | Expected Review |
|---|---|---|
| KPI status | Which connected sources updated Product KPIs this month? | Open KPI provenance and sync status |
| Data Room Q&A | Which document answers this investor question? | Open the cited document or page comment |
| Investor update | Draft bullets from current KPIs and recent milestones | Verify every metric and claim before sending |
| Diligence gap | What evidence is missing for this claim? | Decide whether to upload a source or create a request |
| Next action | Create a follow-up from this answer | Review the target, owner, and due date before relying on it |
Frequently Asked Questions
What makes an Agent question source-backed?
A source-backed question asks Agent to answer from permitted workspace material such as documents, KPIs, Data Rooms, comments, or workflow records.
Should I trust an Agent answer without opening sources?
No. Source-backed answers are meant to be inspectable. Open the cited sources before sending investor-facing material or making a material decision.
What if Agent says evidence is missing?
Treat that as useful signal. Upload the missing document, sync the relevant app, record the KPI, or create a diligence request so the gap is tracked.
How do I keep Agent work from disappearing into chat?
Convert reviewed answers into durable Sabaki objects such as workflow items, comments, requests, updates, or source-backed notes.