Waybook

Learn about Waybook's implementation options to choose the right level of support for getting your team up and running.

What is the difference between the Self-Led and Guided Implementation Plans?

Not sure where to start? Pick one of these five documents, build it in 20 minutes, and get it in front of the people who need it today.

The 5 SOPs That Make the Biggest Impact First

Share ownership of your Waybook from day one. Here's who to put on your steering committee, what it decides, and ready-to-use agendas for every meeting.

Your Waybook Steering Committee

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Get started with Waybook - learn to structure, create, and manage your company knowledge, plus quick wins.

Getting Started

Start with the three things that stop when you're away. Build the structure your business needs today, not the one you might need in five years.

Module 1: Structuring Your Waybook

A library is something people browse. A Learning Path is something that trains them. Build the journey from new starter to fully ramped.

Module 4: Designing the Learning Experience

Stop starting from scratch. Use Import, the AI Document Writer, and Shots to turn what you already know into clear, consistent training.

Module 2: Creating and Importing Content

One person can't document a business. Bring your team in, give them a shape to work in, and keep control of what goes live.

Module 3: Building Collaboratively

The invitation isn't the launch. Set a date, pick one number, and give every team a first login that makes sense for them.

Module 5: Launching Waybook

Your launch is done. Now use your reports to find the gaps, give every document an owner, and turn Waybook into a monthly rhythm.

Module 6: Measuring and Optimizing

Everything you need to build, launch and optimize your Waybook

Getting Started with Waybook Course

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

Quick Wins

Learn how to structure your Waybook using Documents, Steps, Subjects, and Categories to create an organized knowledge base your team can easily navigate.

Best Practice for Structuring Waybook

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

Import Existing Documentation

Create consistent documents with Waybook's AI Document Writer - choose a document type, customize the prompts, and let AI write in the right format every time.

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

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

Ensure your content is accurate and high-quality by leveraging Waybook’s feedback and approval workflows.

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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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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