Kb Update

kb-update (Knowledge Base Update)

Use this Skill when:

• You've extracted durable knowledge worth persisting (customer insight, pattern, playbook)
• The user explicitly asks to store something in the knowledge base
• You need to link new knowledge to existing entities

Do NOT use when:

• The information is transient or already in raw/canon
• You're unsure if the knowledge is stable (ask the user first)

KB Structure

kb/
├── customers/          # One file per customer/company
│   └── {slug}.md
├── insights/           # Reusable observations and patterns
│   └── {slug}.md
├── playbooks/          # Repeatable processes
│   └── {slug}.md
├── decisions/          # Key decisions with rationale
│   └── {slug}.md
└── glossary.md         # Terms and positioning language

Entry Templates

Customer Entry (kb/customers/{slug}.md)

---
type: customer
customer_id: {crm_id or null}
company: {company name}
contacts: [{name, role}]
tags: [industry, segment, status]
sources: [canon/meetings/..., canon/crm/...]
created: {YYYY-MM-DD}
updated: {YYYY-MM-DD}
---

# {Company Name}

## Snapshot
One paragraph: who they are, what they care about, current status.

## Timeline
- **{YYYY-MM-DD}**: {event}

## Key Insights
- {insight with link to source}

## Next Best Actions
- [ ] {action}

Insight Entry (kb/insights/{slug}.md)

---
type: insight
tags: [topic, domain]
sources: [file paths that support this]
confidence: high|medium|low
created: {YYYY-MM-DD}
---

# {Insight Title}

## Observation
What you noticed.

## Evidence
- {source}: {what it showed}

## Implication
What this means for decisions or actions.

Playbook Entry (kb/playbooks/{slug}.md)

---
type: playbook
tags: [process-type]
triggers: [when to use this]
created: {YYYY-MM-DD}
updated: {YYYY-MM-DD}
---

# {Playbook Title}

## When to Use
Conditions that trigger this playbook.

## Steps
1. {step}
2. {step}

## Checklist
- [ ] {item}

## Examples
Link to past instances where this was applied.

Decision Entry (kb/decisions/{slug}.md)

---
type: decision
tags: [domain]
status: active|superseded
decided: {YYYY-MM-DD}
superseded_by: {path if applicable}
---

# {Decision Title}

## Context
What prompted this decision.

## Decision
What was decided.

## Rationale
Why this option was chosen.

## Consequences
What this means going forward.

Procedure

Step 1: Classify the knowledge type

Determine: customer, insight, playbook, decision, or glossary update.

Step 2: Check for existing entry

Glob: kb/{type}s/*.md
Grep: search for company name, topic, or key terms

If an entry exists, UPDATE it rather than creating a duplicate.

Step 3: Generate slug

• Lowercase, hyphens, no special chars
• Customers: {company-name} (e.g., acme-corp)
• Insights: {topic-keyword} (e.g., pricing-objection-pattern)
• Playbooks: {process-name} (e.g., discovery-call-prep)
• Decisions: {YYYY-MM}-{topic} (e.g., 2025-01-pricing-model)

Step 4: Prepare content

• Use the appropriate template
• Fill sources with actual file paths from raw/canon that support this
• Set created to today if new, update updated if editing
• Keep content concise - link to sources rather than duplicating

Step 5: Write or edit

• New entry: Write to kb/{type}s/{slug}.md
• Existing entry: Edit to update specific sections
• Always preserve existing content unless explicitly replacing

Step 6: Cross-link (if applicable)

If this entry relates to other kb entries, add links:

• In customer files: link to relevant insights/decisions
• In insights: link to customers who exhibited the pattern

Guardrails

• Never duplicate - always check for existing entries first
• Always source - every fact needs a file path in sources
• Keep it stable - only store knowledge that won't change next week
• Respect privacy - no PII in kb entries; use customer_id references
• British English - per house style