How-to

Add your first evidence to DM

Start from one relevant source rather than recording everything. A team decision often starts in a document, a ticket, or a meeting note.

49 sFor: Workspace member7 steps

Read the steps OR watch the video. Both teach the same outcome, and neither is needed for the other.Jump to the video

Quick steps

  1. Click Add to DMStart with one relevant source, not everything. Select Add to DM.
    1. Start on DM Home (/).
    2. Click "Add to DM". The next view is "Add to DM" (/add).

    What it means: Start with one relevant source, not everything. Select Add to DM.

  2. Click Source-based intakeYou have source material, so choose Source-based intake. DM reads it and proposes what it finds for review.
    1. Click "Source-based intake". The next view is "Source-based intake" (/add/source).

    What it means: You have source material, so choose Source-based intake. DM reads it and proposes what it finds for review.

  3. Click Add source materialSelect Add source material.
    1. Click "Add source material". The next view is "Add source material" (/intake/bundles/new).

    What it means: Select Add source material.

  4. Fill in the formPaste text, or attach a file. Here, short notes from a team sync.
    1. Type "Sync notes: we agreed that any migration touching production schema needs two reviewers. A single-reviewer migration dropped an index in the spring. Priya owns the rule." into the "Paste text" field.

    What it means: Paste text, or attach a file. Here, short notes from a team sync.

  5. Click Analyze with DMKeep Analyze and extract knowledge selected, then select Analyze with DM.
    1. Click "Analyze with DM". The next view is "Pasted notes" (/intake/bundles/bundle-two-reviewers).

    What it means: Keep Analyze and extract knowledge selected, then select Analyze with DM.

  6. Review nothing is approved yetDM found one decision candidate in the notes. It's a proposal. It stays here until a person reviews and approves it.
    1. Review "Nothing is approved yet": "Source material produces candidates for review. Approved candidates become durable Knowle…".
    2. Review "The candidate": "Decision Any migration that touches production schema needs approval from two reviewers.…".

    What it means: DM found one decision candidate in the notes. It's a proposal. It stays here until a person reviews and approves it.

  7. Review review it nextNext, review what DM found.
    1. Review "Review it next": "Review →".

    What it means: Next, review what DM found.

Attaching files, connectors, supporting-evidence-only mode, choosing a project or thread and the review of the candidate are not demonstrated here (see the review episode).

The extraction itself is not shown or verified: the candidate is an invented fixture and no AI ran.

Provider and processing status for a real deployment are not shown.

Next lesson

Next: Review and approve a decision candidate

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Start from one source, get a candidate for review
The analysis result is SIMULATED: this guide uses a synthetic workspace, and the candidate DM 'finds' in the pasted notes is fixture data, not the output of a real extraction run. Real extraction depends on your deployment, provider status and the content you add; DM's candidates are proposals that need human review before they become approved knowledge.

A banner reading "Demo environment · synthetic workspace and data · backend responses are simulated" stays on screen for the whole video.

00:00–00:06 · start

On screen: Start on DM Home (/). Click "Add to DM". The next view is "Add to DM" (/add). A highlight marks "Add to DM".

Narrator: Start with one relevant source, not everything.

Narrator: Select Add to DM.

00:06–00:16 · intent

On screen: Click "Source-based intake". The next view is "Source-based intake" (/add/source). A highlight labelled "Source material" marks "Source-based intake You have source material. DM understands it and p…".

Narrator: You have source material, so choose Source-based intake.

Narrator: DM reads it and proposes what it finds for review.

00:16–00:19 · add-material

On screen: Click "Add source material". The next view is "Add source material" (/intake/bundles/new). A highlight labelled "Paste or attach" marks "Add source material Paste text and/or attach files together. DM analy…".

Narrator: Select Add source material.

00:19–00:26 · paste

On screen: Type "Sync notes: we agreed that any migration touching production schema needs two reviewers. A single-reviewer migration dropped an index in the spring. Priya owns the rule." into the "Paste text" field. A highlight marks "Your source".

Narrator: Paste text, or attach a file. Here, short notes from a team sync.

00:26–00:34 · analyze

On screen: Click "Analyze with DM". The next view is "Pasted notes" (/intake/bundles/bundle-two-reviewers). A highlight marks "Analyze with DM".

Narrator: Keep Analyze and extract knowledge selected, then select Analyze with DM.

00:34–00:44 · result

On screen: A highlight labelled "Nothing is approved yet" marks "Source material produces candidates for review. Approved candidates b…". A highlight labelled "The candidate" marks "Decision Any migration that touches production schema needs approval…".

Narrator: DM found one decision candidate in the notes.

Narrator: It's a proposal. It stays here until a person reviews and approves it.

00:44–00:48 · next

On screen: A highlight labelled "Review it next" marks "Review →".

Narrator: Next, review what DM found.

Last verified against the product on .

How-to 1 min 20 s9 steps

Review and approve a decision candidate

Demonstrate why AI extraction is not automatically team policy. DM proposes what it found. Your team decides what becomes trusted.

For: Reviewer / workspace decision owner

How-to 1 min 54 s10 steps

Find why a decision was made

Retrieve rationale, evidence and change history without chasing old messages. You found the implementation. But why was that choice made?

For: New engineer or tech lead

Product tour 2 min 3 s6 steps

Home: your starting point in DM

Orient new users to DM Home and the main areas that need attention.

For: Any signed-in workspace member