📅 2025-05-27 — Session: Analysis and Optimization of RAG and Retrieval Systems

🕒 03:30–04:00
🏷️ Labels: RAG, Retrieval, Automation, Query Optimization, Deployment, Onboarding
📂 Project: Dev
⭐ Priority: MEDIUM

Session Goal

The session aimed to analyze and optimize the Retrieval-Augmented Generation (RAG) pipeline and retrieval systems for contact management and other automation tasks.

Key Activities

  • RAG Pipeline Failure Analysis: Identified issues in the RAG pipeline related to automated workflows for contact management, focusing on answer generation, retrieval quality, and prompt structure.
  • Query Crafting Strategies: Developed strategies for crafting retriever-friendly queries and longer paragraphs to improve retrieval performance, especially for systems with suboptimal retrievers like BM25.
  • Successful Retrieval Phase Analysis: Analyzed a successful retrieval phase, highlighting strong lexical overlap and temporal grounding, and suggested improvements for query optimization.
  • Automation and Integration: Reviewed the current state of contact management automation, including data import, reminder automation, and integration with tools like HubSpot and Python scripts.
  • RAG-Driven Recovery Plan: Outlined a systematic approach for recovering unfinished projects using RAG systems.
  • Deployment and Technical Documentation: Created checklists for deploying Hugo with GitHub Pages and Notebooks, and developed a cheatsheet for PromptFlow and FlowPower.

Achievements

  • Identified key problems and areas for improvement in the RAG pipeline and retrieval systems.
  • Developed actionable strategies for enhancing query crafting and retrieval performance.
  • Created comprehensive checklists and technical documentation to support deployment and onboarding processes.

Pending Tasks

  • Implement the proposed improvements in the RAG pipeline and retrieval systems.
  • Finalize and execute the RAG-driven recovery plan.
  • Complete the deployment of Hugo with GitHub Pages and Notebooks based on the checklists.

Tags

RAG, retrieval, automation, query optimization, deployment, onboarding