Waybook

Automate the delivery of your Saved Reports - set a schedule once and the right insights land in the right inboxes every time.

Scheduled Reports

Protect proprietary knowledge by preventing screenshots in the Waybook mobile apps. Available on the Pro plan.

How to Use Screenshot Protection in Waybook

Add team-defined fields to your documents for tracking external IDs, specifications, and more - then use them to filter and organize in Document Manager.

Custom Fields on Documents

Learn how to reorganize your Waybook by moving documents between subjects, subjects between categories, and steps between documents.

Moving Documents, Subjects, and Steps

Learn how to use Audit Logs to track team activity, monitor content changes, and maintain compliance records in your Waybook.

Audit Logs

Help your team plan their time with automatic reading-time estimates for every document in Waybook.

Read Time on Documents

Learn how to attach files to your Steps to make forms, templates, and downloadable resources easily accessible to your team.

File Attachments

Search your Waybook and add new documents directly from your Chrome browser.

Waybook Browser Extension

Learn how to set specific, relative, and recurring deadlines for documents and learning paths to keep your team aligned and compliant.

Document Deadlines

Speed up content creation by typing / to access formatting and content options.

Slash Commands

Learn how to import your processes from Tango directly into Waybook to quickly build your knowledge base.

Import to Waybook from Tango

Stay on top of your Waybook progress with weekly email roundups of your tasks and completion.

Weekly Summary Emails

Enable secure team access with SSO using your preferred identity provider.

Single Sign-On Support

Learn how to share entire Subjects with people outside your organization using public links and QR codes.

Publicly Shareable Subjects

Learn more about how you can direct your team through onboarding and learning paths in Waybook

Guide your team with Learning Paths

Learn more about how you can make sharing your SOPs even easier with our new Short Links and QR Codes feature

Short Links & QR Codes

Find out more about how to create checklists for your team in Waybook

Creating Checklists

Find out more about comparing and reverting to historic versions of your Waybook steps, as well as reviewing entire versions of documents

How can I track changes to my Waybook content?

Learn how to use Waybook's editor to format content, add media, and create engaging Steps that your team will actually want to read.

Editing Steps

Learn how Waybook search works - fuzzy matching, the three search tabs, when AI-powered Ask steps in, and how to help your content get found.

Waybook Search

Track team performance, Document engagement, and learning progress with Waybook Reports.

Reports

Learn how to share individual Documents with people outside your organization using public links and QR codes.

Publicly Shareable Documents

Make sure all of the documents and SOPs you refer to most frequently are readily available with bookmarks.

Bookmark Documents

Learn how to use Waybook Ask - your AI-powered assistant that answers questions instantly using your organization's knowledge.

Waybook Ask

Learn how to reset progress for retraining or mark documents as complete to record offline training and maintain accurate completion records

Managing Team Member Progress for Documents

Learn how to use Waybook Shots to capture, edit, and share step-by-step screenshots of your processes directly from your browser

Using Waybook Shots to Capture Processes

Learn how to automatically create, update, and archive team members in Waybook by connecting your company directory.

Directory Sync

Learn more about how you can use your directory sync to include managing your member groups in Waybook.

Directory Sync for Groups

Learn how to use AI Actions to fix grammar, expand content, summarize text, and transform your writing in Waybook

Using AI Actions to Improve Content

Learn more about how to disable notifications for the team while building your Waybook ahead of your official rollout

Waybook Silent Mode

Learn more about how you can create engaging videos with our Loom integration

Integrate Loom for Effective Video Communication in Waybook

Help your team understand acronyms, abbreviations and specific terms with your Waybook Glossary

Waybook Glossary

Archive documents and maintain access to your outdated policies, procedures and knowledge in Waybook

Archived Documents

Learn how to duplicate subjects, documents, steps, and nodes in Waybook to save time, ensure consistency, and streamline updates.

Duplicating Content

Break long content into clear, structured steps in seconds - perfect for imported documents or any step that's grown too long.

Break Content into Steps with Split Step

Find out more about how you can easily search for and share your Waybook subjects and documents straight from Slack

Slack Integration

Access policies, processes, and training in Microsoft Teams with Waybook - so your team stays informed without breaking their flow.

Microsoft Teams Integration

Learn more about using Waybook on your mobile devices and keep your single source of truth even closer

Does Waybook have a Mobile App?

Protect proprietary knowledge by preventing text copying in reader mode. Works alongside Screenshot Protection on our Pro plan.

How to Use Copy Protection in Waybook

Learn how tests work in Waybook - how to create them manually or with AI, the question types available, and how submissions are graded.

How to Use Tests to Reinforce Training in Waybook

Visualize your team structure and reporting lines with Waybook’s Role Chart and Member Chart - clear, flexible, and easy to use.

Understanding Waybook’s Org Chart

Learn how to create clickable phone number links using tel: - ideal for building team call directories.

Creating Click-to-Call Links

Use the News to share team updates, announcements, and key information - pinned to your dashboard for maximum visibility.

Share Announcements with News

Create polls to gather team feedback, input, or sentiment - pin them to your dashboard and control result visibility.

Gather Feedback with Polls

Effortlessly bring your existing Markdown documentation into Waybook, without losing structure or formatting.

Importing from Markdown into Waybook

Learn how admins can update team member profiles including avatars and email addresses directly in Waybook.

How to Update Team Member Profiles as an Admin

Discover how Waybook celebrates your contributions and growth with achievements that recognize the valuable work you do every day.

Achievements and Badges

Learn how to create custom tests with complete control over questions, settings, and grading to build the assessment your training needs.

Manual Test Creation

Learn how to use AI to quickly generate relevant test questions from your content, saving time while creating comprehensive assessments.

AI Test Creation

Explore the different question formats available in Waybook tests and learn when each type works best for your training goals.

Understanding Question Types

Learn how to use Flow Chart steps to visually map processes and guide your team through workflows with clickable decision points

Flow Chart Steps

Meet the AI Assistant - your new home for AI in Waybook. Draft and shape content, match an existing style, work from your files, and more, all from one chat…

Using the AI Assistant

Looking to host your Waybook on your own domain? Follow this process to create a custom domain, also known as a CNAME

How do we host our Waybook on our own domain, using CNAME?

Elle

Learn about Waybook's features and how they help streamline your knowledge management.

Features

Book a Demo

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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