Internal documents give your workspace a place to store guidance that Pod's AI tools can reference after indexing finishes. Use them for material such as pricing guidance, implementation notes, competitive positioning, process rules, or other internal context you want available in AI-assisted workflows.
How to access
Open Pod.
Go to Settings.
Select Playbooks.
Open the Your Internal Documents section.
How to create an internal document
Click Create playbook.
Enter a Title.
Paste or write the document content in the editor.
Click Create playbook to save it.
After you save the document, Pod starts the indexing flow that makes the content available to AI tools.
What the document statuses mean
Draft means the document was saved but is not ready yet.
Indexing means Pod is processing the content.
Ready means the document finished indexing and can be used.
Failed means the latest indexing attempt did not complete successfully.
Archived means the document was removed from the active list but kept for inspection or later restore.
How to manage active and archived documents
Open any document card to inspect or edit it.
Use Retry indexing if indexing failed or did not queue correctly.
Use Archive to remove a document from the active list without deleting it permanently.
Use Restore from the archived list to move a document back into the active library.
Use Delete when you want to remove the document permanently.
Permissions
Workspace admins can create, edit, archive, restore, retry, and delete internal documents.
Other users can inspect available internal documents, but the page is view-only for them.
If you also need a saved AI workflow that uses this guidance, start with Build a new agent.
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