docs: knowledge section update — consolidated Tool steps + catalog sync#664
docs: knowledge section update — consolidated Tool steps + catalog sync#664jordanc-relevanceai wants to merge 12 commits into
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… catalog Fold the per-step Knowledge Tool step pages into a single tabbed page in the Knowledge section (Writing / Searching and reading groups), and verify every step against the platform's transformations catalog: - remove Advanced knowledge search (plain) — no longer exists as a Tool step - add Upsert knowledge (heavily used, was undocumented) - fix Knowledge search fields: drop hidden Vector field, add Use exact search - true up field labels and the variable-typing guidance Tab ids preserve the old anchors; old /build/tools/tool-steps/knowledge/* URLs redirect to the matching tab. Snippet cards and cross-links updated. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- remove the Supademo embeds from each step - capitalize the Knowledge product noun in headings, tab titles, and prose - wrap the step tabs in the guides' path-picker styling - fix path-picker for this use: scroll-safe (no clip), softer non-clipped glow, flush symmetric edges, and a white active-tab icon (was blending into the pill) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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- Google Drive: restore the definitive 50MB file-size limit and 15-minute sync interval - Notion: restore the definitive 5-minute sync interval - create-knowledge: give the create flow a step-by-step feel (numbered steps, options nested) - snippets: shorten page title to "Snippets" Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 15 files (8 with issues, 7 clean) — plus 12 files deleted in the PR (old individual tool-step pages + redundant concept pages), confirmed replaced by redirects in Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: Solid consolidation work — a dozen individual tool-step pages and redundant concept files are collapsed into a well-organized tabbed reference with proper redirects, which is a real improvement to navigability. The main issues are a systematic branding error on the SharePoint page, formatting inconsistency in the integrated-source step lists, and a handful of sentence-case slips on the concepts page. None are blocking but there's a tidy-up pass needed. 🔧 Issues (11)
🧩 Component suggestions (1)
🏗️ Page structure (1)
✅ Clean files (7)
🔋 Credit usage
Files read: |
- inactive-table-deletion: FAQ heading -> "Frequently asked questions (FAQs)" - notion, sharepoint: replace the non-standard embed wrapper (kebab padding-top: 56.75%) with the standard snippet (paddingTop: '56.25%', purple border, rounded corners) Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 14 files (7 with issues, 7 clean) — plus 13 deleted files confirmed removed and redirected via Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: The consolidation work is solid — pulling eight individual tool-step pages into one tabbed reference, wiring up redirects, and writing clean prose throughout. The main drag is the 🔧 Issues (16)Sharepoint misspelling — systemic across
Page title sentence case — four files
Heading sentence case
UI element names — single quotes instead of bold, four files
Terminology inconsistency
Few-shot-prompting link and spelling
Tense — inactive table deletion
🧩 Component suggestions (2)
🏗️ Page structure (1)
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| Item | Count |
|---|---|
| Files reviewed | 14 |
| Deleted files confirmed | 13 |
| Context pages read | 2 (docs.json navigation, style.css) |
| Total lines processed | ~1,050 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), example-use-cases/few-shot-prompting.mdx (113 lines), get-started/core-concepts/knowledge.mdx (114 lines), style.css (392 lines), docs.json (selected lines via grep)
This page is not in docs.json (hidden/retired), so leave it untouched and matching main rather than updating its internal link. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Avoid a redirect-dependent link on the retired page. Points straight at the consolidated Knowledge tool steps page instead of the deleted old path that only resolves via a docs.json redirect. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 14 files (7 with issues, 7 clean)
Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: The restructuring here is the right call — consolidating 8 separate tool-step pages into one tabbed layout in 🔧 Issues (11)
🏗️ Page structure (2)
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| Item | Count |
|---|---|
| Files reviewed | 14 |
| Context pages read | 0 |
| Total lines processed | ~1,350 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (38 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (42 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (35 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), get-started/core-concepts/knowledge.mdx (114 lines), docs.json (~400 lines read), style.css (392 lines)
/build/knowledge/ has no landing page (404); point at create-knowledge to match the adjacent links. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 15 files (7 with issues, 8 clean) — 12 files in the PR list were deleted as part of the consolidation and no longer exist Non-doc changes: Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: The structural decision here is sound — collapsing eleven separate tool-step pages into a single tabbed 🔧 Issues (17)Product term capitalization —
Heading sentence case
"Sharepoint" → "SharePoint" (Microsoft product name)
Outdated content — event already occurred
Callout misuse in few-shot-prompting
Broken or ambiguous link
Heading refers to product with lowercase
UI element formatting inconsistency across integration pages
🧩 Component suggestions (1)
🏗️ Page structure (3)
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| Item | Count |
|---|---|
| Files reviewed | 15 |
| Context pages read | 0 (all context came from changed files themselves) |
| Total lines processed | ~1,600 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (69 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/enrich-with-tool.mdx (85 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (37 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (408 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), example-use-cases/few-shot-prompting.mdx (113 lines), get-started/core-concepts/knowledge.mdx (114 lines), style.css (392 lines), docs.json (~100 lines scanned via grep)
The link claimed "best practice to prepare my CSV data" but the target (create-knowledge) has no CSV-prep guidance. Reword to reflect what the page actually covers: uploading and structuring CSV data. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 15 MDX files + docs.json (via grep) + style.css (17 total; 11 MDX files with issues, 2 clean; 12 listed files are deleted pages with redirects added in docs.json) Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: This is a well-executed restructuring — consolidating scattered tool-step pages into one tabbed 🔧 Issues (19)
🧩 Component suggestions (2)
🏗️ Page structure (2)
|
| Item | Count |
|---|---|
| Files reviewed | 17 (15 MDX + docs.json via grep + style.css) |
| Context pages read | 0 (docs.json served as navigation context) |
| Total lines processed | ~1,620 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), example-use-cases/few-shot-prompting.mdx (113 lines), get-started/core-concepts/knowledge.mdx (114 lines), style.css (392 lines), docs.json (partial, ~100 lines via grep)
🎯 Vibe checkReviewed: 13 MDX files (8 with issues, 5 clean); 12 files deleted (redirects in place); 2 non-doc files (docs.json, style.css) Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: This is a solid consolidation that merges 11 separate Knowledge tool-step pages into a single tabbed reference, with redirects properly wired in 🔧 Issues (14)
🧩 Component suggestions (1)
🏗️ Page structure (1)
|
| Item | Count |
|---|---|
| MDX files reviewed | 13 |
| Deleted MDX files (content not reviewable) | 12 |
| Context pages read | 1 (build/tools/knowledge/knowledge.mdx) |
| Non-doc files scanned | 2 (docs.json grep, style.css) |
| Total lines processed | ~1,400 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/enrich-with-tool.mdx (85 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (42 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), example-use-cases/few-shot-prompting.mdx (113 lines), get-started/core-concepts/knowledge.mdx (114 lines), build/tools/knowledge/knowledge.mdx (68 lines), style.css (110 lines)
few-shot-prompting is a hidden page (not in docs.json) and outside this PR's Knowledge scope. Restore it to main, undoing the earlier CSV-link edits so this PR stays focused on the Knowledge-section consolidation. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 14 files (7 with issues, 7 clean) + 12 deleted files (redirects verified in docs.json) Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. Scores are a single overall judgment about the whole PR — not per file. The dropdowns below contain the line-by-line specifics. ✨ Overall vibe: The PR does solid work consolidating fragmented Knowledge docs into a cleaner, more navigable structure — the 🔧 Issues (8)
🧩 Component suggestions (1)
🏗️ Page structure (1)
|
| Item | Count |
|---|---|
| Files reviewed | 14 |
| Context pages read | 2 |
| Total lines processed | ~900 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (38 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), get-started/core-concepts/knowledge.mdx (114 lines), docs.json (300 lines, partial), style.css (392 lines). Context: enterprise/data-retention.mdx (30 lines), get-started/core-concepts/agents.mdx (30 lines).
few-shot-prompting is hidden (not in docs.json, no inbound links), but the CI link-check validates all pages. /build/knowledge/ is a 404, so repoint it to a live page. Inline comment marks why the hidden page was touched. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 14 MDX files (9 with issues, 5 clean) + docs.json + style.css
Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: The Knowledge section consolidation is well-executed — the new unified 🔧 Issues (14)
🧩 Component suggestions (3)
🏗️ Page structure (1)
|
| Item | Count |
|---|---|
| Files reviewed | 16 (14 MDX + docs.json + style.css) |
| Context pages read | 0 additional (all context was within the PR's own changed files) |
| Total lines processed | ~1,600 |
Files read: build/knowledge/knowledge-tool-steps.mdx (409 lines), style.css (392 lines), example-use-cases/few-shot-prompting.mdx (114 lines), get-started/core-concepts/knowledge.mdx (114 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (42 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), docs.json (partial — grep output, ~80 lines)
Mintlify link-rot ignores docs.json redirects and checks the target page exists. This PR deletes /build/tools/tool-steps/knowledge/knowledge-search, so the link on the hidden few-shot page was the one remaining break. Point it at the live consolidated /build/knowledge/knowledge-tool-steps. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
🎯 Vibe checkReviewed: 14 readable files (9 with issues, 5 clean) + 12 deleted files (confirmed via git, all have redirects in docs.json) Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. Scores cover the whole PR. ✨ Overall vibe: The structural work here is solid — merging seven individual Knowledge tool step pages into a single tabbed page with a custom styled path-picker is a meaningful UX improvement, and the redirects are correctly wired throughout Non-doc file notes: 🔧 Issues (17)Heading and title sentence case
Product term capitalization — Agents / Tools
SharePoint misspelling
Email address instead of support link
UI label formatting in step instructions
🧩 Component suggestions (2)
🏗️ Page structure (1)
|
| Item | Count |
|---|---|
| Files reviewed | 14 |
| Context pages read | 1 (build/tools/knowledge/knowledge.mdx) |
| Total lines processed | ~1,350 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (37 lines), build/knowledge/enrich-with-tool.mdx (86 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), example-use-cases/few-shot-prompting.mdx (115 lines), get-started/core-concepts/knowledge.mdx (114 lines), docs.json (1,165 lines), style.css (392 lines), build/tools/knowledge/knowledge.mdx (69 lines, context)
# Conflicts: # docs.json
🎯 Vibe checkReviewed: 15 files (7 with issues, 8 clean) + 12 deleted files (all have redirects in Scores
Score key: 🟢 9–10, 🟡 6–8, 🔴 1–5. ✨ Overall vibe: Solid consolidation PR — collapsing 11 individual tool-step pages into one well-structured reference page is a genuine improvement, and the redirects are all in place. The main issues to fix before merge are the stale future tense in 🔧 Issues (11)
🧩 Component suggestions (2)
🏗️ Page structure (2)
|
| Item | Count |
|---|---|
| Files reviewed | 15 |
| Context pages read | 1 |
| Total lines processed | ~1,200 |
Files read: _snippets/components/integrations/knowledge-tool-steps.mdx (26 lines), build/knowledge/create-knowledge.mdx (70 lines), build/knowledge/delete-knowledge.mdx (38 lines), build/knowledge/enrich-with-tool.mdx (85 lines), build/knowledge/inactive-table-deletion.mdx (77 lines), build/knowledge/integrated-knowledge-sources/confluence.mdx (38 lines), build/knowledge/integrated-knowledge-sources/google-drive.mdx (43 lines), build/knowledge/integrated-knowledge-sources/notion.mdx (35 lines), build/knowledge/integrated-knowledge-sources/sharepoint.mdx (34 lines), build/knowledge/knowledge-tool-steps.mdx (409 lines), build/knowledge/use-snippets-for-quick-access.mdx (43 lines), get-started/core-concepts/knowledge.mdx (114 lines), example-use-cases/few-shot-prompting.mdx (115 lines), style.css (392 lines), build/tools/knowledge/knowledge.mdx (69 lines, context/sibling)
What this does
Restructures the Knowledge section of the docs, with the main focus on the Knowledge Tool steps page.
Knowledge Tool steps
build/tools/tool-steps/knowledge/) into a single tabbed page in the Knowledge section, grouped as Writing knowledge and Searching and reading knowledge.Styling
path-pickertreatment, then fixed it for this use: scroll-safe (no clipped first/last tab), softer glow that no longer hits a hard rectangle, flush symmetric edges, and a white active-tab icon (was blending into the purple pill).style.cssonly; guides share the class and are unaffected (no overflow there).Links and redirects
ids preserve the old anchors; old/build/tools/tool-steps/knowledge/*URLs redirect to the matching tab.Preview
Run locally and check
/build/knowledge/knowledge-tool-stepsin both light and dark.🤖 Generated with Claude Code