> ## Documentation Index
> Fetch the complete documentation index at: https://docs.b3os.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Org Knowledge for Caddie

Use organization knowledge to ground Caddie-assisted workflow creation and workflow behavior.

Organization knowledge gives B3OS reusable context about your business, policies, schemas, examples, and preferences. Use it to make Caddie-assisted workflows more consistent without hardcoding secrets into prompts or workflow payloads.

**Knowledge-grounded workflow draft**

**Organization knowledge**
  **Builder prompt**
  **Draft workflow**
  **Human review**
  **grounding**
  **request**
  **inspect before publish**

## What to Store

| Good knowledge | Avoid |
| --- | --- |
| Business rules and approval policies | Wallet signing material, API tokens, recovery phrases |
| Preferred chains, tokens, and connector names | Raw provider credentials |
| Common workflow examples | Customer data that does not need to be reused |
| Glossary and naming conventions | Temporary debugging notes |

## Prompt the Builder

```text
Build a workflow that checks the organization's preferred treasury wallet for high-value inbound ERC20 transfers on Base, enriches the token with market data, and sends a Slack alert. Use the organization's normal alerting channel and require human approval before any wallet write action.
```

## Operate the Knowledge Base

**Create focused knowledge entries**

Keep one policy, schema, or example per entry so updates are easy to review.
  **Pin canonical guidance**

Pin the few entries that should dominate Caddie workflow generation and troubleshooting.
  **Review Caddie-assisted workflows**

Treat Caddie output as a draft. Validate schemas, connectors, wallet boundaries, and side effects before publishing.

## Related

**[Caddie](/platform/ai-agent)**

Learn how Caddie creates, repairs, and explains workflows.
  **[Organization Knowledge](/platform/org-knowledge)**

Manage knowledge settings, entries, and grounding behavior.
  **[Security](/platform/security)**

Keep secrets, connectors, and wallet capabilities out of public docs and prompts.