Company Knowledge AI Assistant for SOPs & Team Procedures

Make company procedures easier to use

A shared folder is useful only when a teammate can find the correct answer at the moment it matters. The company knowledge workflow supports questions about the procedures and reference text you provide. It can help explain an onboarding step, summarize a handover checklist, or compare two descriptions of a routine task. Begin with a narrow document set and a question that has an answer in those sources. Clear ownership and current versions matter more than uploading every document your business has.

Use a shared source library with the organization package

The $50 organization workspace adds a shared library of up to 40 text documents, with up to 80,000 characters per document. You can paste text or extract readable text from supported PDF and DOCX files in your browser. When a teammate asks a question, keyword relevance selects bounded excerpts to accompany it. Returned excerpts let the reviewer see what material was available to the model. This is text retrieval, rather than a newly trained model or a promise that every sentence has been verified.

Know what a useful answer looks like

Try a question such as “What are the steps before handing a delivery to the next shift?” against a current handover procedure. Compare the answer to the actual instructions, inspect its source excerpts, and check that exception cases are represented. If the library has no relevant match, add the correct source or ask its owner instead of treating a fluent reply as policy. Keep titles specific, remove obsolete copies, and review source material when a procedure changes.

Choose the right purchase and data boundary

The individual knowledge service costs $20 USD once and handles the text you supply through its purchased workflow. Persistent shared documents and team conversations are organization features. Google Workspace linking currently verifies account identity; it does not synchronize Drive, Gmail, or a directory. Those connections require an agreed integration. Keep sensitive personal or regulated information out of a pilot until you have reviewed the processing requirements. The tool is not a clinical advice system, a compliance certification, or a replacement for a responsible policy owner.

Evaluate the workflow with your own review checklist

Begin with a sample in the free demo, then compare the draft against its source. Check whether the answer addresses the actual task, preserves important facts, and flags missing information. Decide who will approve the final work and which corrections still require your team. This makes the purchase decision about a practical workflow rather than a promise of automatic results.

Questions before choosing