Use the Knowledgebase

The Knowledgebase is your team's document system. Similar to Notion, you write content in an editor and organize documents in a folder structure. You can format information with Markdown, attach files, export individual documents as a PDF, and ask Claude questions about the documented knowledge.

Prerequisites
  • You're signed in and have selected the organization you want.
  • The Knowledgebase module is available for your organization.

Open the Knowledgebase

Open Knowledgebase in the navigation. On the left you'll find folders and documents; on the right you read or edit the selected document. Check the organization first, so you're working in the right body of knowledge.

Create and structure a document

Click New Document and open edit mode. Give it a title and write the content using Markdown shortcuts. The document path determines which folder the page appears in.

Add files and export a PDF

Under the document, you can open Attachments and upload files. Use Download PDF to export the current document with its title and content. Download attached files separately if needed.

Find knowledge and ask Claude

Use the search field for keywords, or open Ask AI for a question in your own words. The AI can draw on matching Knowledgebase content. Check important claims against the underlying documents.

Capture insights from weeklies

The optional weekly KB synthesis turns weekly reviews into a structured draft covering wins, risks, decisions, and lessons learned. It first appears in the admin chat. After review, you can turn suitable content into a Knowledgebase document.

Frequently asked questions

Do I need to upload Markdown files?

No. You can create documents directly in the editor. Markdown shortcuts help you format while you write.

Is a folder a private area?

The document path is for organizing pages. It's not an individual sharing setting. Treat Knowledgebase content as knowledge belonging to the selected organization.

Are weekly insights published automatically?

Right now, a draft is created in the admin chat. The weekly KB synthesis doesn't automatically create a finished Knowledgebase article.

Keep reading

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Last reviewed on 2026-09-26