Playbook // Knowledge
Knowledge management
- Capture
- Organize
- Connect
- Maintain
Knowledge that's found, trusted and kept current. A teamspace per area, documents linked to the issues and decisions they relate to, final versions locked, and answers your team and Maxima can find in seconds.
Native foundationAgent-customizable- Setup in Maxint Work
- About an hour to start
- The business process runs
- Ongoing
How it comes together
Each step is a guide with the exact steps in the product.
- How to build a project knowledge base
You'll have a teamspace with a tree of nested documents that link to people, issues and each other, plus a drive for the project's files.
About 20 min
- How to organize documents and decisions
You'll have each decision written up in a document that points to its meeting and the affected issues, discussed in comments, and locked once it is final.
About 15 min
- How to turn meeting decisions into tasks
You'll have meeting minutes with the decisions written down, and a linked Tracker issue or Planner action item for each follow-up.
About 10 min
Where AI Workers take part
- Maxima answers questions from the documents, channels and issues you can see, with references.
- A Knowledge Manager worker writes and reorganizes documents on request.
- Workers remember what you tell them, and owners can correct the memory.
Customize this playbook with Maxima
This playbook is a starting point, not a fixed template. Change the stages, add your own records and approvals, or build something different on top.
Make it yours
“Organize our knowledge: a teamspace for each team, with the company handbook in one everyone joins automatically, move existing documents into the right place, link them to the projects they belong to, and tell me which documents look out of date.”
Copy the instruction, change the names and dates, and send it to Maxima in your workspace. Nothing is set up until you do. Maxima works within the role you've given it: some of this already exists, some needs an elevated role, and connections or custom development are called out in its plan.