Free written course

Build a Knowledge Base Your Team Will Actually Use

A ten-lesson written course on getting what your team knows out of people's heads and into a place the business owns. Pick Google Workspace or Microsoft 365 and the course follows it.

10 lessons · about 65 minutes of reading · 90 days' access, free

First: which toolset does your team run on?

Six of the ten lessons are the same either way. Four are not: where the files live, who owns them, how you build the front door, and which assistant answers questions. Pick one and the course follows it. You can switch later.

What's in it

  1. 2Put it where the business owns it, not a personGoogle Workspace
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    2Put it where the business owns it, not a personMicrosoft 365
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  2. 3Permissions and your BAA, before you turn on AI
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  3. 4Organize by department, not by document type
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  4. 5Build the front doorGoogle Workspace
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    5Build the front doorMicrosoft 365
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  5. 6Let people ask instead of huntGoogle Workspace
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    6Let people ask instead of huntMicrosoft 365
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  6. 7Find the gaps
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  7. 8Fill document gaps
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  8. 9Fill record gaps with a formGoogle Workspace
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    9Fill record gaps with a formMicrosoft 365
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  9. 10The loop, and your checklist
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