Operations
CRM Implementation Coming soon
Build a CRM your team can actually run on.
Use case
AI Knowledge Base: Give Your Team and AI One Shared Company Brain
An AI knowledge base keeps your prices, processes and answers in one place, so your team and your AI tools stop asking you the same questions.
- Area
- OperationsRuns on an AI System
- Good for
- Small businessMid-size
- Example tools
- NotionGoogle DriveClaudeSlack
The Problem
- Every time you open ChatGPT, you explain your business again: what you sell, who you sell to, how you like things done.
- Your team asks you the same questions, because the answers live in your head, old emails and a dozen folders.
Imagine This
A new team member asks how you price a rush job. They get the answer from your own notes, with a link to where it came from, and you were never interrupted.
How It Works
Example setup · AI-poweredWhat's the difference?
- TriggerYou save a new process, price or answere.g. Notion, Google Drive, Google Workspace
- AI stepAI files it in your knowledge basee.g. Claude, ChatGPT
- ActionYour team and AI tools answer from the same sourcee.g. Slack, Microsoft Teams, Notion
- Back to youQuestions it cannot answer come to you to adde.g. a Slack message
What Changes
Spend less time explaining your business to AI, searching for information and answering the same internal questions.
The service behind this
Everything else an AI system does reads from this, so a shared knowledge base is usually the first thing set up.
Workflows that go with this one
- Use case
Chase Unpaid Invoices Automatically
The invoice is overdue and the reminder feels awkward, so it waits. Polite reminders go out on their own and stop the day it's paid.
- Use case
File Every Signed Document Automatically
When a contract or form is signed, the signed copy is saved to that customer in your CRM and your shared drive, without anyone downloading it.
- Use case
Fill Your Contracts and Proposals From One Form
You copy the last client's contract and hope you changed every name. Answer one short form and your template fills itself in.