Bring your reference material into the same workspace as your chat and agents. Ask questions against it and let automations use it when they need to.

Upload PDFs, notes, spreadsheets, or import from cloud drives and note tools. Group them into simple folders and keep the things you reference often close at hand.
Import documents from your existing tools and storage systems.
Pull in a few documents you use all the time and see if having them next to chat and agents saves you some digging.