In Waybook, your content is organized into Categories, Subjects, Documents, and Steps. This guide explains the hierarchy in more detail and provides best practices to help you structure your content effectively.
💡 Waybook Tip
As your Waybook grows, you may need to separate documents into more specific subjects. To get started, we recommend structuring content based on your company's departments.
Choosing a Structure That Works for You
When setting up your Waybook, aim for a structure that is intuitive and aligns with your existing workflows. Here are a few approaches to consider:
Mirror Your Filing System: Align your Waybook with your current digital or physical filing system to ensure a smooth transition for your team.
Organize by Departments: Create Subjects for each department (e.g., HR, Operations, Marketing) and group related documents within them for easy access.
Prioritize Navigation and Clarity: Keep Subject and Document names clear and concise to avoid unnecessary complexity.
How to Create a Waybook Structure Using AI
Follow these steps to build a structure for your Waybook using the Document Suggest:
Log in to your Waybook account and open to the Lighting Bolt on the bottom left.
Brief Waybook's Document Suggestor by entering information about your business.
Click Generate Suggestion, and the AI will generate a structure based on your input.
Review and customize the structure to ensure it aligns with your needs. You can request changes and provide more information to refine your structure.
When you're happy, press Add to your Waybook ✨
If you need help structuring your Waybook, we're here to support you. Our team can guide you in building a structure that works best for your business, ensuring your knowledge is well-organized and easy to navigate.
Get in touch with our customer success team to refine your setup and create a seamless implementation plan for your team ✨