Keeping related documents in sync
Some documents restate a fact that lives in another document. A product one-pager repeats the pricing model; a downgrade checklist depends on the packaging; a deck reuses numbers from a strategy memo. When the source changes, those satellites quietly go out of date — nothing links them, so drift is only caught when a person happens to notice. rooms watches for exactly this: when a document changes materially, it flags the other documents that probably need a look — as a suggestion, never an edit.
The idea in one line
When you materially change a published document, rooms looks at the rest of your corpus and asks: which other documents are now probably stale? It records those as "may be out of date" flags you can review — and it works the other way too, so on any document you can see what feeds it and what it feeds.
How documents get connected
Two ways — you never have to do anything for the first one:
| Connection | How it happens |
|---|---|
| Automatic (by meaning) | Always on. rooms already understands what each document is about (the same understanding behind Search & Ask). When a source changes, documents that are clearly about the same thing are flagged — no setup, no linking. |
| Declared (you say so) | Optional, high-confidence. You can tell rooms “this document depends on that one.” A declared link always flags the dependent when the source changes, even if the wording is very different — perfect for a checklist or deck that reuses a fact without repeating the language. |
Claude tools: linkSource to declare a dependency, unlinkSource to remove one.
What counts as a change
Only a real content change triggers a review — the kind that changes what the document actually says. Renaming a document, restyling it, switching its theme, or an automatic brand tidy-up do not count, so you're never nagged by cosmetic edits. Publishing a genuinely revised version of a source is what sets its dependents blinking.
Where the flags show up
Two places, both suggest-only:
- The curation queue gets a new kind of card — “May be out of date (a source changed)” — one per flagged document, listing the source documents that changed. It sits alongside the orphaned/stale/unread cards so upkeep is one list.
- The “Depends on / Feeds” panel on any document (in the web app, under a document's ⋯ menu) shows two lists: Feeds — documents that likely go stale when this one changes — and Depends on — this document's own sources, with a ⚠ marker on any that recently changed. Editors can declare or remove a dependency right there.
Claude tools: checkDependents (the full picture for one document — what it feeds and what it depends on), listDependents (just what depends on it).
How a flag goes away
A “may be out of date” flag clears the moment the drift is actually addressed — in one of two ways:
- Edit the flagged document. Updating the dependent (in Claude or your editor) is taken as “handled” and clears its flag automatically.
- Dismiss it. If it's fine as-is, a curator dismisses the card. If a different source later changes and implicates the same document again, it comes back — dismissing once doesn't silence it forever.
Nothing expires on a timer, and nothing is ever edited for you — the update is authored the normal way, by you and Claude.
Private stays private
What's included — and what isn't
This applies to your ordinary documents. Deliberately left out of the drift model:
- Controlled documents and deal-room agreements — they have their own review and sign-off lifecycle, so they're neither flagged nor used as a trigger.
- Your private workspace — scratch edits in your personal draft space never flag anyone else's documents.
Everything, both ways
| Task | In the web app | Ask Claude — tool |
|---|---|---|
| See what depends on a document (and what it depends on) | Document ⋯ → Depends on / Feeds | checkDependents |
| List just what depends on a document | Depends on / Feeds → Feeds | listDependents |
| Declare “this depends on that” | Depends on / Feeds → Link a source | linkSource |
| Remove a declared dependency | Depends on / Feeds → Unlink | unlinkSource |
| Review documents a change made stale | Curation → “May be out of date” cards | getCurationQueue, then curate |
