Connects to where your knowledge already lives.

Google Drive

Docs, PDFs, slides and folders where policies, SOPs and training material are kept.

e.g. Refund Policy v3.docx

Notion

Wiki pages, runbooks and team spaces, including the ones nobody has opened in a year.

e.g. Ops / Supplier delays

Slack

The decisions, explanations and repeated questions that happen in channels and threads.

e.g. #support · pro-rata refunds need a manager

Gmail

Email threads where exceptions were resolved and commitments were made.

e.g. Re: skip returns under $50

Outlook

The same knowledge, for teams that run on Microsoft email.

e.g. Re: liftgate can't be added after pickup

Zoom

Meeting transcripts and recaps, where decisions and policy changes are often said out loud and never written down.

e.g. Pricing review · discount cap now 20%

Google Meet

The same for teams on Google Workspace: what was agreed in a meeting lands in the right topic afterwards.

e.g. Weekly ops sync · new pallet carrier

Microsoft Teams

Channel conversations and meeting recaps, for companies that run on Microsoft 365 instead of Slack.

e.g. #finance · expenses due by the 5th

Google Sheets and Excel

Price sheets, approval limits, vendor lists and carrier matrices.

e.g. Approval limits.xlsx

Word, PDFs and documents

Handbooks, contracts, lease templates, SOP binders and training packs, in the formats they were written in.

e.g. Employee handbook v5.pdf

Your own help center, product pages and public policies, kept consistent with internal knowledge.

e.g. help.yourcompany.com/returns

How real customer situations were handled, so the next one gets the same answer.

e.g. Damaged order, resolved with a reship