Use cases
Build an internal knowledge bot for your team
Create an AI assistant that helps your team find information instantly from your internal docs, processes, and policies.
What you'll build
A bot your team can access via Slack, Discord, or web that:
- Answers questions about company policies and processes
- Helps onboard new team members faster
- Reduces "where do I find..." questions
- Keeps tribal knowledge accessible
Step 1: Create your bot
- Create a new bot called "Team Assistant" or "Company Wiki Bot"
- Set a first message: "Hi! Ask me anything about our processes, policies, or how things work here."
Step 2: Connect your internal docs
From Notion (recommended):
- Add a Notion data source
- Connect your team wiki, processes, or handbook
- Select the relevant pages
- Enable auto-sync to keep it current as docs change
From files:
- Add a File data source
- Upload your documents (PDF, Markdown, etc.)
Step 3: Set up your prompt
You are an internal assistant for the [Company] team.
You help team members find information about our processes, policies, tools, and ways of working.
Rules:
- Only answer based on the provided company documentation
- If something isn't documented, say "I couldn't find that in our docs. You might want to ask in #general or check with your manager."
- Be concise and direct
- Link to relevant docs when possible
Step 4: Deploy to Slack or Discord
For Slack:
- Go to Channels → Slack
- Follow the setup to create a Slack app
- Install to your workspace
- Invite the bot to relevant channels
For Discord:
- Go to Channels → Discord
- Create a Discord bot and add to your server
- Team members can use slash commands to interact with the bot
Tips for success
- Nominate a maintainer - Someone to keep the source docs updated
- Enable auto-sync - So the bot always has the latest info
- Encourage adoption - Share wins when the bot helps someone
- Track common questions - If people keep asking things, add them to your docs