A Well-Structured Waybook Drives Clarity, Efficiency, and Growth
Structuring your knowledge base might sound complex, but with Waybook, you can get started in minutes—without needing to map everything out beforehand. We’ve designed this process to be simple and intuitive, ensuring you can start building immediately.
Imagine hiring a new team member and having them fully onboarded in days, not weeks. A well-structured knowledge base makes onboarding faster, training smoother, and scaling effortless by ensuring everyone has instant access to the information they need, when they need it.
Right now, your company's knowledge might be scattered—processes live in different places, making it hard for your team to find what they need. With Waybook, you can build a single source of truth that ensures clarity, consistency, and accessibility.
By the end of this module, you'll know how to set up Categories, Subjects, and Documents to fit your team’s unique workflow and maximize efficiency.
💡 Case Study:
SponsorCloud transformed their onboarding process by creating a structured, centralized knowledge base. New hires ramped up quickly, and teams gained consistent access to essential information.
The AI Structure Creator: Your Fastest Start
For most teams, the AI Structure Creator is the fastest way to get started. You can always tweak and refine manually later!
Building a structured knowledge base from scratch can feel daunting, but with Waybook’s AI Structure Creator, you don’t have to start from zero. In just a few clicks, you can generate a well-organized framework tailored to your business needs.
Rather than manually setting up everything, use the AI Structure Creator to automatically generate a structure based on your industry, team structure, or business function. This saves time and ensures your knowledge is organized efficiently from day one.
How It Works
Tell Waybook’s AI assistant about your business and key focus areas.
AI generates a tailored structure with Subjects and initial Document suggestions.
Customize and refine the structure before adding it to your Waybook.
✨ Quick Win:
Try the AI Structure Creator now and set up your team's knowledge base in minutes!
Manually Structuring Your Knowledge Base
If you want complete control over how your knowledge base is organized, manually adding Subjects and Documents gives you flexibility. Whether structuring by department, project, or workflow, you can create a setup that mirrors your business operations.
Best Practices
(For growing teams, broad Subjects like Sales, HR, or Operations work well. If your team is smaller, you might start with a few key workflows—like onboarding or client processes—and expand as needed.)
Start with broad Subjects (e.g., Sales, HR, Operations) and refine them over time.
Break down complex processes into clear, step-by-step Documents.
Use consistent naming conventions to keep everything organized.
✨ Quick Win:
Add your first Subject and Document now to get familiar with Waybook’s structure!
Structure Templates: Get Started Faster
Not sure where to begin? Waybook’s Structure Templates eliminate the guesswork by providing pre-built best-practice frameworks tailored to different industries and business functions.
Why Use Structure Templates?
Saves time with a ready-to-use structure.
Ensures key topics are covered from the start.
Allows easy customization to match your workflows.
Get Your Team Involved
Waybook works best when your team collaborates! Invite key stakeholders to review your structure, suggest improvements, and contribute to the knowledge base. By involving your team early, you can drive adoption beyond a single champion and ensure company-wide engagement.
✨ Quick Win:
Invite at least one team member to review your Waybook structure today!
Ready to Organize Your Waybook?
Now that you’ve seen how easy it is to structure your Waybook, the next step is taking action. The sooner you implement these best practices, the faster your team will benefit from an organized, scalable knowledge base.
In the next module, we’ll dive into best practices for creating clear, engaging, and actionable knowledge documents that your team will adopt effortlessly.
Need hands-on guidance? Book a free session with our customer success team to get a custom implementation plan tailored to your needs!