Knowledge 101

Learn how to create and use Knowledge entries to store important business information and context. This guide explains how to add documents to your Knowledge repository and connect them to your projects.

Knowledge is a centralized repository for storing key information about your business, ensuring Flows has the necessary context to produce excellent content. It serves as a place to store high-value assets and information-dense pieces of context, such as company positioning documents, client profiles, or product one-pagers.

By adding documents and context to Knowledge, you provide Flows with the understanding it needs to generate content grounded in the reality of your business. This ensures that Flows doesn't start from a blank slate but is instead informed by the critical details that make your company and its work unique.

• Gather documents:

  • Prepare key documents that provide context about your business

• Access Knowledge Section

  • Click on your desired space in the left sidebar

  • Navigate to Knowledge

  • Click + New Knowledge

• Choose Import Method

  • Select Paste Entry to manually input content

  • Or choose Upload Document to import a file (.txt, .md, .pdf, or .docx)

• Add Your Content

  • For uploaded documents:

    • Drag and drop your file or click browse to select it

    • The entry will automatically be named after your file

  • For pasted content:

    • Click the newly created entry

    • Paste your content into the right sidebar

• Configure Entry

  • Rename the entry to something descriptive

  • Add a description explaining what the knowledge contains and how it should be used

  • Your new Knowledge entry is now ready to be used in any project in your space

1. Open Your Project

   • Navigate to the project where you want to use the knowledge

2. Access Setup Panel

   • Locate the Setup panel on the right side

   • Click + Add Knowledge

3. Select Knowledge

   • Choose your desired knowledge entry or create new knowledge

   • Click Add Knowledge

   • You can add multiple knowledge entries as needed

4. Confirm Application

   • Your selected knowledge will now be applied to your project

• Add Knowledge to the Project: Remember, Knowledge items are not automatically included in your projects. To use a specific piece of Knowledge, you must add it under the Setup panel.

• Use Project-Level Knowledge: Knowledge items work best when applied at the project level, as they typically provide context that applies across all sections.

• Think Like an Onboarding: When deciding what to add as Knowledge, ask yourself: "What are the 5 key documents I'd give to a new team member who needs to start producing excellent work immediately?"

Can I use the same Knowledge entry across different Spaces?

Workspace-level Knowledge entries are accessible across all Spaces, while Space-specific Knowledge is only available within its designated Space. Choose the appropriate level based on whether the information needs to be shared across teams.

What file types can I upload to Knowledge?

You can upload PDF and .docx files, as well as anything you can copy-paste directly into the editor.

What happens if I update a Knowledge entry that's already being used in a project?

When you update a Knowledge entry, any project using it will automatically have access to the updated version, ensuring all teams work with the most current information.

How does Knowledge differ from Sources?

Knowledge entries are reusable, centralized resources that can be quickly added to multiple projects for context, while Sources are typically project-specific and need to be added individually each time.

What's the best way to handle outdated Knowledge entries?

Rather than deleting outdated entries, consider updating them to maintain any existing project sources. If the information is no longer relevant, you can create a new entry and gradually transition projects to use the updated knowledge.

Can I organize Knowledge entries into categories or folders?

Currently, Knowledge entries are organized by Workspace and Space levels. While there isn't a folder structure within Knowledge itself, you can use descriptive titles and detailed descriptions to keep entries organized.