Waybook

Sophia Terry

Here are some quick wins to help you get started on Waybook

Quick Wins

Learn how to organize your Waybook content effectively with AI-powered tools to build your structure.

Organizing Your Knowledge with a Clear Structure

Quickly upload and organize your existing documents in Waybook—saving time and making building your business playbook simple and seamless.

Import Existing Documentation

Quickly create, refine, and optimize policies with Waybook’s AI Document Creator—saving time while ensuring clarity and consistency.

Creating Documents Effortlessly with AI in Waybook

Learn how to create Internal Templates, speed up content creation, delegate, and ensure your document consistency

Standardizing Your Content with Internal Templates

Keep your team aligned by updating and publishing documents in Waybook. Control access, track changes, and ensure everyone stays informed.

Publishing and Sharing Documents with Your Team

Quick wins to help you structure and create content in Waybook

Content Wins

Invite team members to build your Waybook by assigning member types and groups for easy collaboration on content, policies, and processes.

Bringing Your Team into Waybook for Seamless Collaboration

Learn how assigning Document Owners keeps your content accurate, up-to-date, and ensures every document has a clear point of contact.

Assigning Document Owners for Clarity and Accountability

Use Comments for real-time discussions and Feedback for structured input to improve documents, engage teams, and keep SOPs accurate.

Collaborating on Content with Feedback and Comments

Learn how Submit for Review and Approval Process work to ensure your documents are accurate, up-to-date, and aligned with team’s standards.

Streamlining Collaboration with Document Reviews & Approvals

Quick wins to help with collaboration and delegation in Waybook

Team Wins

Customize Waybook with your logo, colors, and domain—creating a familiar, branded experience that boosts team engagement and clarity.

Making Waybook Your Own with Custom Branding

Keep your team aligned by integrating Waybook with Slack, Microsoft Teams, and Linkbook—making knowledge easily accessible where work happens.

Bookmark Waybook or Integrate It into Your Workflow

Quick wins to help you and your team make Waybook your own

Waybook Wins

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Find answers and get help from Intercom Support and Community Experts

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