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Data Sanitization and Knowledge Distillation

Knowledge Management Updated 2026.08.30

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About this skill

Problem

Business documents often contain names, companies, amounts, and project details. Uploading or reusing them directly can expose identifiable entities, while raw notes often remain case-specific and hard to reuse.

How It Works

  • Supports .txt, .md, .csv, .docx, .pdf, .pptx, or pasted text; non-plain files are first extracted to .md.
  • Runs scripts/anonymize.py for regex-based sanitization, then uses the LLM to handle English names, contextual references, and combined-identity leaks.
  • Produces [filename]_anonymized.md to preserve narrative and [filename]_knowledge.md to distill underlying logic, trigger conditions, SOPs, or decision trees.

Notes

  • Sanitization takes priority over readability; ambiguous information is masked by default.
  • The knowledge document must be transferable, not just a retelling of one case.
  • The original file is not modified; anonymized output is Markdown and does not preserve fonts, colors, or other styling.

Use Cases

  • Replace client names, amounts, and company names in project retros before cloud archiving.
  • Distill deal judgment, objection handling, and follow-up cadence from sales notes into an SOP.
  • Convert Word or PDF client proposals into sanitized Markdown and extract reusable methodology.
  • Turn case details from PPT reports into decision trees that the team can reuse in similar projects.

Best For

  • Consultants who share case studies while removing client identities.
  • Sales leads who extract reusable methods and SOPs from sales retros.
  • Knowledge admins who sanitize project docs and build methodology assets.
  • Ops managers who mask customer notes and produce executable follow-up SOPs.