June 2025

ProcessMaker Pulse

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    Reimagining Knowledge with RAG Collections

    Information is your most valuable asset—if you can access it when it matters.

    We’ve all worked with traditional ProcessMaker Collections which are record-based data storages designed to save and retrieve information. They’re perfect for managing simple, tabular datasets like employee directories, product inventories, or holiday schedules.

    But today’s automation demands more. That’s why ProcessMaker introduced RAG Collections, that transform unstructured data into actionable knowledge. RAG Collections are content-based information repositories that turn your organization’s files and web content into a semantically searchable, intelligent knowledge base.

    Using AI to analyze the meaning and context of documents, RAG Collections make this rich content available to AI automation assistants (Genies). This enables Genies to:

    • Provide answers rooted in your unique organizational knowledge
    • Adapt responses based on real-world documents your team relies on

    The result is smarter, more relevant AI behavior, tailored to your business, your content, and your language.

    Why It Matters

    Information overload is real. Employees spend nearly 20% of their time searching for the information they need to do their jobs. RAG Collections directly tackle this problem by embedding contextual intelligence into every corner of your processes. This enables:

    Faster execution

    Smarter decisions

    Less cognitive load

    In other words, less searching and more doing.

    Transform Static Content to Intelligent Knowledge

    RAG Collections transform traditional document storage into an intelligent, searchable knowledge respository. By semantically analyzing uploaded files and URLs, RAG Collections allow Genies to “understand” the context of your organizational data.

    Genies trained on RAG Collections respond to natural language queries with semantic precision, delivering answers rooted in:

    • Meaning
    • Relevance
    • Accuracy

    Learn more

    Supercharging Genies with Context-Aware Reasoning

    What happens when you combine Genies with RAG? You unlock richer, more accurate agentic behavior—grounded in your organization’s actual content.

    Instead of relying on generic data models, Genies reason, respond, and adapt using your policies, documents, and procedures.

    With RAG + Genies, ProcessMaker introduces a new era of automation that is intelligent, adaptive, and context-driven.

    Learn more

    Getting Started

    Use RAG Collections to:

    • Ingest a variety of document types and websites
    • Automate responses in complex workflows and approval chains
    • Keep Genies continuously informed with live, external and internal updates

    Build Genies in FlowGenie Studio that can:

    • Pull answers from compliance libraries during risk assessments
    • Auto-generate summaries from academic catalogs or HR manuals
    • Recommend actions based on content extracted from contracts
    • Dynamically route workflows based on semantic understanding

    Learn more

    Real-World Applications

    So, how does this translate into value? Here are some real-world examples where RAG Collections can make a significant impact:

    Financial Services

    A multinational bank uses RAG Collections to surface regulatory policies during compliance workflows. Auditors no longer waste hours poring over PDFs—Genies now respond instantly with exact policy sections that matter most.

    Higher Education

    A university has integrated RAG Collections with admissions and advising workflows. Genies trained on internal guidelines, academic catalogs, and financial aid documents are reducing response times for student queries from days to seconds.

    Manufacturing

    An operations team in a global manufacturing firm uses RAG Collections to provide technicians with instant access to safety manuals, equipment schematics, and troubleshooting guides—ensuring faster resolutions and improved workplace safety.

    Healthcare

    In a large hospital system, RAG Collections are empowering administrators to access insurance policy terms, patient consent forms, and treatment protocols on demand—cutting down administrative bottlenecks and elevating patient care.

    Featured Content

    What Are RAG Collections?

    Learn how they transform raw content into intelligent data sources.

    Explore the documentation

    FlowGenie + RAG: Building Smart Workflows

    See how Genies use RAG to make smarter decisions.

    View integration details

    Updating RAG Collections Automatically

    Keep collections current using automated process flows.

    Learn about updates

    Request a Demo

    Empower Your Team, Transform Your Business

    Ensure both are successful with ProcessMaker.

    Request a Demo

    Request a Demo

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