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Documentation Index

Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt

Use this file to discover all available pages before exploring further.

Knowledge is the surface that exposes what cf0 knows — every topic it has compiled, every note that anchors a claim, every source it has ingested, and the graph that connects them. It’s the audit and inspection layer behind every Lab answer. Open Knowledge from the left sidebar.

The ten sub-views

Topics

The compiled view — every entity cf0 tracks (companies, people, deals, sectors) grouped by type. The default landing view of Knowledge.

Entity detail

Drill into a single entity (e.g. a specific ticker or person) to see every note, source, and connection attached to it.

Notes

Structured facts cf0 has extracted — one note per claim, with the source it came from, the date, and the topic it belongs to.

Sources

Every channel feeding the knowledge surface — SEC filings, transcripts, Slack channels, Gmail labels, Notion pages, uploads. Filter by channel.

Graph

Force-directed map of topics and the edges between them. Hover a node for the supporting notes. Useful for finding non-obvious connections.

Inbox

New material cf0 has ingested but not yet routed to a topic. Review and approve or recategorise.

Routines

The scheduled reads that keep Knowledge fresh — ingestion jobs, summarisation passes, drift detection. See last-run status and next-run time per routine.

Audit

Append-only log of every change to a note or topic — who added it, what changed, which source it came from. Compliance-grade.

Dreams

Speculative connections cf0 has surfaced but isn’t yet confident enough to promote into the compiled view. Review and accept or dismiss.

Admin

Org-admin controls for Knowledge — managing sources, pruning topics, configuring routines. Admins only.

How Knowledge feeds Lab

Every Lab thread reads Knowledge before it answers. When you ask about a name, Lab pulls relevant topics, the notes that anchor them, and the sources behind each note — alongside the SEC filings and live market data. That’s why a question about a portfolio company can pull from a Granola meeting transcript and a 10-Q in the same answer: both flow through the Knowledge surface.

Provenance, end-to-end

1

Source arrives

cf0 reads from a connected integration, an uploaded document, or a scheduled SEC ingest. The source is registered under Sources with a channel, a timestamp, and the ingest job that fetched it.
2

Notes extracted

A routine extracts structured notes from the source. Each note links back to the exact source passage it came from.
3

Notes routed to topics

Notes are tagged with the entities they reference (companies, people, deals). The Topics view aggregates notes by entity.
4

Lab reads from topics

When you ask about an entity in Lab, the model receives the topic’s notes — and their sources — as context. Every answer can resolve back to its source passage.
5

Audit tracks every change

When a note is added, edited, or retracted, the Audit log records the change. The audit trail is exportable for compliance review.

Personal vs org scope

Knowledge has two scopes:
ScopeSourcesNotesVisible to
PersonalYour uploads, your connected integrationsNotes you’ve authored or annotatedYou only
OrgApproved org documents, org-connected integrationsNotes promoted to org scopeEvery member of the org
Switch scope from the toggle at the top of the Knowledge sidebar. Personal scope is private to you; org scope is shared with your team.
Org scope is editable only by org admins or members who have been granted Knowledge write access. Members can always read the org scope.

Use Knowledge from Lab

You don’t need to open Knowledge to benefit from it — every Lab thread reads from it automatically. But if you want to verify a claim, the citation on every figure links back to the underlying note in Knowledge, which in turn links to the source passage. Click any citation in a Lab response to walk the chain. See Citations and audit trail for the full provenance flow.
Last modified on May 19, 2026