Search company knowledge before reaching for another API call
Why agents should begin with indexed company context, then use live provider tools only when the work needs them.
By Hivy team
The short version
- Index only the sources a team has approved.
- Search indexed knowledge before reading a provider directly.
- Use live provider tools when freshness or a write action requires them.
- Keep structured records in sheets when they change between sessions.
Search approved context first
An agent should begin with the knowledge its team has already selected. Indexed sources are faster to search, easier to scope, and less likely to pull unrelated company material into a session.
Provider tools still matter when the request needs current state or an authorized write. The order is what changes: use the team's known context first, then reach outward when the indexed answer is missing or stale.
Choose the right kind of memory
Documents work for policies, notes, and reference material. Records that change often belong in a sheet where agents and teammates can read the same rows, update fields, and see what changed after a run.
Continue reading
Every automation should leave behind a session you can inspect