Welcome to Creating & Importing Content
You’ve made fantastic progress! So far, we have explored how Waybook acts as your single source of truth. You have also started structuring your knowledge base to make it easy for your team to find what they need. Now, it’s time to fill your Waybook with valuable content—without feeling like you’re starting from scratch.
We know that creating content can sometimes feel overwhelming, but you don’t have to reinvent the wheel. In this module, we’ll show you how to:
Import existing content, so you can build on the knowledge you already have.
Leverage AI tools to draft documents and automate processes quickly and efficiently.
Make your content engaging and easy to follow, so your team can learn faster and retain key information.
Let’s get started.
Importing Existing Content: Build on What You Have
Imagine this: You’re about to onboard a new hire. Instead of hunting through old files, asking colleagues for documents, or spending hours creating training materials from scratch, everything they need is already in one place—Waybook. This is the reality we’re working towards. And the best part? You probably already have the raw materials to get there.
Most businesses already have valuable processes, SOPs, and training materials scattered across emails, shared drives, or other platforms. Waybook helps you centralize this knowledge so your team can access it all in one place.
Key Importing Features
Import: Bring existing documents into Waybook in seconds. Copy and paste content, or upload files to start transforming your existing knowledge.
Split Step: Easily break down large blocks of text into digestible steps so your content is easier to read and follow.
Embeds & Attachments: Enrich your documents by embedding videos, external links, or uploading files for additional context.
Internal Templates: Save time by reusing document structures for recurring processes—perfect for standard operating procedures and training materials.
✨ Quick Win:
Identify one existing document—a policy, checklist, or SOP—that your team regularly relies on. Import it into Waybook right now, and break it into clear, digestible steps.
Creating Content with AI: Draft Faster, Work Smarter
We get it—the idea of writing up every process and policy from scratch is daunting. But what if you could skip the hardest part—the blank page? What if you could describe what you need, and AI drafts a first version for you—one you can refine and perfect, instead of starting with nothing? That’s exactly what Waybook’s AI-powered tools are here to do.
Drafting content from scratch can be time-consuming, but Waybook’s AI-powered tools help you create high-quality content in minutes.
AI-Powered Tools to Help You
AI Profile Settings: Customize Waybook’s AI to reflect your company’s tone and processes, ensuring AI-generated content aligns with your business style.
AI Document Creator: Simply describe the process you need, and AI will draft a structured document with steps and details—ready for you to refine.
AI Test: Automatically generate quiz questions based on your content to reinforce learning and ensure your team understands key information.
AI Actions: Receive smart suggestions on improving your content—whether it’s breaking up long steps, adding clarity, or highlighting actions.
✨ Quick Win:
Open the AI Document Creator and describe a simple recurring process in your business—something like 'How to onboard a new client' or 'How to submit expenses.' Let AI build your first draft—review it, refine it, and publish it.
Making Content Engaging: Help Your Team Retain Information
We’ve all been there—skimming through long, dense documents, struggling to find what matters most. When your team opens a document in Waybook, we want them to feel confident they can get the information they need quickly. The goal is not just to have your processes written down—it’s to make them clear, actionable, and easy to follow every time.
Waybook’s powerful editing toolbar gives you everything you need to bring your content to life. Plus, you can use slash commands ( / ) to quickly insert checklists, callouts, images, and more—helping you format as you go, without breaking your flow.
Information is only useful if your team can understand it quickly and apply it confidently. Waybook helps you bring your content to life with visual and interactive elements.
Visual and Interactive Tools to Bring Your Content to Life
Use Callouts, Checklists, Headers, Font Colour, and Highlights to break up content and emphasize critical information.
Ensure team members acknowledge key steps or confirm they’ve taken action before moving on.
✨ Quick Win:
Open any document you’ve added and enhance it using at least two visual elements—for example, turn key steps into a checklist or add a Callout to emphasize an important point.
Ready to Fill Your Waybook?
By now, you should see your Waybook starting to come to life. Even if you’ve only imported one document or drafted your first process with AI, you’re making progress toward a fully functioning knowledge base.
Take the first step toward filling your Waybook today:
Import an existing document—like a policy, SOP, or checklist—and split it into steps.
Use the AI Document Creator—describe a simple process and let AI draft your first version.
Enhance an existing document—add Callouts, Checklists, or Highlights to make it easier for your team to follow.
Whichever path you choose, commit to completing it today—your Waybook will already be taking shape.
If you'd like support building a custom implementation plan for your team in Waybook, schedule a call with the customer success team here.