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

  1. Create a new bot called "Team Assistant" or "Company Wiki Bot"
  2. 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):

  1. Add a Notion data source
  2. Connect your team wiki, processes, or handbook
  3. Select the relevant pages
  4. Enable auto-sync to keep it current as docs change

From files:

  1. Add a File data source
  2. 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:

  1. Go to Channels → Slack
  2. Follow the setup to create a Slack app
  3. Install to your workspace
  4. Invite the bot to relevant channels

For Discord:

  1. Go to Channels → Discord
  2. Create a Discord bot and add to your server
  3. 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