Finds, reads and summarises controlled documents in the EDMS (SOPs, policies, manuals, forms) and your own drive. It can start a draft for you. Publishing and approving stay in the EDMS.
Connector: myWork Documents · Skill: mywork-documents
Ask it things like
- What's our procedure for returns?
- Summarise POLICY-00090.
- Draft an SOP for stock counts.
- Throw away my draft SOP-00150.
What it can change
Creates a draft document, edits your own draft, comments in a review discussion you are part of, and discards your own draft (it asks for a reason; discarding is final).
What it will not do
- publish, approve or release a document, or say it is live
- present a draft or a drive file as the official procedure
- invent a clause, a version or a document code
Good to know
- It works as you. It sees only what you can see in myWork, and anything it changes is recorded under your name.
- Before it changes anything, Claude shows you exactly what it will do and waits for your yes. Read it: you are the one making the change.
- A refusal ("you don't have permission", 403) is a myWork permission question. Ask your manager; Claude will not try another way round it.
Setting up, and the full list of co-workers: AI co-workers in Claude.