Definitions of the knowledge-management, AI-retrieval, and consulting-workflow terms we keep using. CC BY 4.0 — cite freely with attribution.

Workflow

Bookmark management

Bookmark management is the practice and tooling around saving, organising, and re-finding web pages — distinct from read-later (deferred consumption) and knowledge-management (synthesised understanding).

Read-later

Read-later is the workflow of saving an article during one session and consuming it during a later, dedicated reading session — typically supported by tools that strip ads, sync across devices, and offer offline access.

Highlight

A highlight is a marked passage within a document — selected during reading, retained as a separate object, and typically searchable, citeable, and re-surfaceable.

Passage highlight

A passage highlight is a multi-sentence selection within a document, distinguished from a phrase-level highlight by spanning a complete unit of thought (often a paragraph).

Briefing

A briefing is a concise, prepared summary delivered to someone before a meeting, decision, or action — typically distilling source material into the points relevant to that specific context.

Morning briefing

A morning briefing is a regular, time-of-day-anchored digest — typically delivered at the start of the workday — summarising what's new, what's pending, and what the day's priorities should be.

Client briefing

A client briefing is a per-account digest prepared in advance of a meeting with that client, distilling recent reading, news, and internal notes into the points relevant for the conversation.

Account research

Account research is the practice of accumulating context on a specific customer or prospect — their organisation, market, leadership, recent news, internal stakeholders — to inform sales, customer success, or consulting work.

All glossary content licensed CC BY 4.0 — cite freely with attribution to Pith.