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Your vector database already holds chunks; what it lacks is curation. This cookbook connects an existing Qdrant collection as a source, tags its content with AI-extracted metadata, and exports a curated slice into a clean serving collection. Retrieval moves from “everything, by similarity alone” to “gated documents, filterable by tags”. A scheduled workflow keeps the serving collection maintained as the source evolves.

What You’ll Build

Prerequisites

  • A Qdrant instance with an existing collection of document chunks
  • Python 3.9+

Step 1. Connect Both Collections

The source is your existing collection; the target is the curated serving collection your RAG pipeline will read from. filename_key and text_key tell the platform which payload fields hold the document name and chunk text.

Step 2. Tag the Existing Content

Classification runs over the chunks already in your collection. No re-ingestion of source files needed.

Step 3. Curate the Serving Slice

A slice is a use case. Scope the serving collection to what retrieval should actually see, and exclude anything carrying a Data Quality Status flag: documents tagged redundant by the platform’s duplicate detection, expired by a freshness rule, or otherwise flagged as unfit. See Prepare an AI-Ready Dataset for the full readiness flow.

Step 4. Export to the Serving Collection

Point your RAG pipeline at ai_ready_documents. Every chunk carries its tags, so retrieval can filter by document_type, department, or any tag you add. See Scope Chatbot Answers with Metadata for the retrieval side.

Step 5. Maintain It Over Time

As the raw collection grows, keep the serving collection current: classify new content on a nightly cadence, then re-export the slice.
Combine with Keep Answers Current Over Time so expired documents drop out of the serving slice automatically, and answers never degrade as content ages.

Next Steps

Scope Chatbot Answers with Metadata

Use the exported tags as retrieval filters.

Keep Answers Current Over Time

Keep expired content out of the serving set.

Organize a SharePoint Library

Enrich document libraries at the source.

Integrations Overview

All sources, destinations, and file types in one place.