Create Smarter, Not Harder: AI & Imports for Rapid Knowledge Building
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.
Does your team spend too much time searching for the right documents? Are you constantly recreating the same training materials? Waybook eliminates that chaos by becoming your team’s single source of truth.
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.
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.
How to Use the Word Document Importer
To build your Waybook using existing documents, follow these steps:
From the New Step menu or the editor's sidebar, select Import.
If using Import from the sidebar, select the subject where the imported Word document should be stored.
Choose a file from one of the available sources or simply drag and drop your document into the uploader.
Once uploaded, edit the document directly in Waybook.
✨ 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.
Even if you’ve never used AI to create content before, Waybook makes it intuitive and easy. You’re always in control—you refine and finalize each document to fit your exact needs.
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.
How to Use the AI Document Creator
Select AI Creator from the left-hand menu or when adding a new step to a document.
Enter a brief description of the document you need.
Press send to let Waybook’s AI Writer generate content.
Request edits or refinements as needed.
Once satisfied, choose a Subject to add it to or attach it to the current document.
Further customize your Document by splitting it into steps, inserting images, or embedding media.
✨ Quick Win:
With the AI Document Creator, describe a simple recurring process in your business:
For HR: "Create an AI-generated draft of your employee handbook."
For Ops: "Draft an SOP for a key recurring process in your business."
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.
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.
Slash Commands allow you access all node types without ever leaving your keyboard. Find out more here in the help center.
Ensure team members acknowledge key steps or confirm they’ve taken action before moving on with Confirmation Steps.
By setting up brand colors in Waybook, you can ensure all of your content is aligned with your brand identity.
✨ 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.
Next, we’ll explore Collaborating & Delegating to Build Faster, helping you efficiently build your Waybook with your team.
If you'd like support building a custom implementation plan for your team in Waybook, schedule a call with the customer success team here or reach out to your Account Manager.