
The Knowledge library at /knowledge, shared across your organization
What to include
Good knowledge documents cover the things that aren’t obvious from the raw data:
The more context you provide, the fewer corrections you’ll need to make later.
Find and open
- In the app
- Via the API
Open Knowledge (
/knowledge) from the left nav. The library lists every document and folder with its author and dates. Use the Search icon to find a document by name, or the All Files filter to narrow the list. Click a folder to open it, or a document to view and edit its contents.Create a document or folder
- In the app
- Via the API
Click Create (top-right) to add a new document and write context directly in Summation, or a new folder to group related documents (for example, a “Finance” folder for revenue and billing definitions). Documents are Markdown, so headings, lists, and tables all render.
Import documents
- In the app
- Via the API
Already have context written down? Click + Import (top-right) for two ways to bring context in: upload existing Markdown (
.md) files straight into the library, or copy an existing Markdown document over from one of your projects. This is the fastest way to bring an existing glossary or metrics doc into Summation.Rename, copy, or delete
- In the app
- Via the API
Hover a row (or right-click it) to open the ⋯ menu, then open it in a new tab, rename it, make a copy, or delete it. Keeping the library tidy and well-named helps Addison find the right context faster.
How Addison uses your knowledge
Without knowledge documents, Addison relies on table names, column names, and your catalog to interpret your data. Knowledge fills in the rest, so Addison reasons the way your team does:- “Revenue” resolves to net revenue after refunds, not gross
- “Active user” means logged in within the last 30 days
- “Region” codes expand to their full names (NA = North America, EMEA = Europe/Middle East/Africa)
- Fiscal quarters follow your calendar, not the default January start