Ask and answer questions about all things Guru and knowledge management
- 330 Posts
- 1,160 Replies
Need some ideas for how to best organize your People-Ops Collections in Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Sharing Company KnowledgeGain inspiration from Guru’s own Internal Comms specialist Guru Emma Healy, dig into the resources, and drop your questions and examples below. At today’s Deep Dive, Emma will cover her role at Guru and how she:Creates internal communications “rituals” so employees can better navigate the information they need to do their jobs Sources information for Company-Wide Newsletter Uses knowledge alerts to keep teams informed Creates Cards for company-wide events Get a closer look at the company-wide collection structure we have at Guru: Get a closer look at the Guru Knews Template: Get more inspiration:How to use Knowledge Alerts Revenue Team Newsletter Template Are you a People Ops team member looking to use Guru for new hires? Check out these recent conversations
Need some ideas for how to best organize your Customer Support Collection in Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Gain inspiration from Guru’s own technical support Guru @Caroline Krueger , dig into the resources, and drop your questions and examples below. In today’s breakout room discussion on Guru for Support Teams, Caroline will cover her role at Guru and how she manages:Product information in Guru Documenting FAQs (and one-off Qs) Support team processesGet a closer look at her collection structure: Grab similar Card Templates: Support Policies & Procedures Customer Support OverviewGet more inspiration:Examples of organizing customer support content in Guru How does your support team use Guru? Keep the conversation going below! See you at the Deep Dive!
Need some ideas for how to best organize your Revenue Team / Sales Collections in Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledge@Kristin Fretz , Director of Revenue Operations at Bread Financial, will share how she’s used Guru to support her revenue team. “I'm a revenue operations person who is a systems fanatic. For the last three years, I built up an enterprise tech stack and made it sync with Salesforce. Guru is a big part of that. That's why I need a whole collection for this knowledge. I have 20 plus Saas tools and a sales person gets assigned at least eight of them on their first day. Keeping all of that knowledge straight is a lot to process when you join. Guru is a great way to sort of take that pressure off of you don't need to learn everything right away, but it's here when you're ready.” She’ll cover her approach to:Structuring the Sales Techstack
Need some ideas for how to best organize product information in Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Streamlining product information from multiple sourcesMario Frenkel, Channel Sales Enablement Manager & Knowledge Manager at Pipefy, will share how he’s supported the broader Pipefy team in documenting product information in Guru to support their roles. “Pipefy is a no code, low code platform, which means that each and every team is using the platform for their own processes. The product team who is creating new features, the education team is creating content regarding how to use the platform for the end users, and the sales engineering team who are our experts in the platform are modeling different, use cases every day for different clients, creating demo environments, and doing product demonstrations to enable the sales team. What we are doing with Guru now is to centralize all the produ
Need some ideas for how your marketing team can maximize their use of Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledgeRenata Lapetina, Content Marketing lead at Pipefy, will share how she’s used Guru to enable her broader, multi-lingual Pipeify team around marketing content. “When we started using Guru at Pipeify, our first goal was to have our marketing assets live in Guru to support sales enablement. We have a very organized and mature content creation process, and I created a connection between that process and Guru to automate documentation. We don’t have to create a Guru card for every new asset, which helps because we have a lot of new things every month. Inside Pipeify, I created an automation with Zapier so every time we have a new asset, we have a new Guru Card for that asset.” She’ll cover her marketing team’s approach to:Documenting marketing team p
Need some ideas for how to best organize your engineering team collection in Guru? We've got you covered! In today’s Deep Dive, we’ll be splitting into breakout rooms to discuss how different teams use Guru. Staying competitive with up-to-date knowledge@Ryan Yurkanin , Guru Engineer, will share how the engineering team uses Guru to collaborate and deliver the ultimate knowledge management solution. He’ll cover: The engineering team collection structure Cards hosting coding information to support the engineering workflow Cross-functional documentation to support collaboration Get a closer look at Guru’s engineering collection: Get a closer look a Card supporting the production process: Get a closer look at Ryan’s Cross-Functional Team Guide: How do your engineering teams use Guru? Get the conversation started below!See you at the Deep Dive!
Hello! I know a lot of people have asked about find + replace functionality. One of my team members recently wrote in to Guru support about this, and they shared this workaround: https://app.getguru.com/card/TeE45Knc/Google-Sheet-for-Find-Replace. I don't think I've seen this mentioned here, so I wanted to share it in case it helps anyone else!
Hi folks 👋Looking to get some insight into how people generate Guru content when the same workflow can be performed through multiple platforms (i.e. mobile apps vs the website). Wondering if people generate two cards (one for each workflow) or anchor the card on the workflow and then present the two ways of doing it (i.e. on the mobile app at the top of the card and then the website workflow underneath) on the same card. In my mind it’s six of twelve and half dozen of the other but I am leaning toward the second option as it’d increase discoverability.Thanks, folks!
Hope that this finds you all well. We are a product manufacturer of clean energy solutions (solar+storage) and sell to distributors and installers. We have a challenge to reduce our Technical Support hold times for installer who call in to ask a question or troubleshoot their system. I was looking for specific case studies or best practices about using Guru to surface knowledge quickly to chip away at these hold times. Trying to build a case for further adoption of Guru along these lines. Thanks in advance for your time with this.
When we add a comment - we get our emails using @mentions.However, if we are viewing comments in a card and click on the reply button and send a reply - no email notifications are sent.This requires that we start a new comment which makes it difficult to follow the stream on a particular comment.How can we get emails when the “reply” button is used?Thanks for helpTwila
Hi. Is there a way to route cards to a specific section automatically? I create daily meeting notes and want them to go to the respective section on a board without moving them manually. For example, I categorize these notes by the month, so I have a section on a board that has the month. I hope that makes sense. Thank you!
Hi! I have a goal to automate creation of cards that include info about our competitors so we don't need a human author. We explored some softwares such as Crayon and Klue who can do that, but it's quite expensive and I want house the info on Guru. Caroline from Guru suggested using 1. Guru knowledge clipper or 2. Zapier integration to trigger card creation based on a certain action Curious to know how other users add competitor intelligence cards to their collection without having to manually scrape the internet for info about their competitors! Thanks all!
Hello The Guru Community! My team has had a case where someone we originally designated a Core User will no longer be able to continue in their intended Guru Role. This user is still part of our Team however we no longer wish for them to have the Core User status and functionalities. Is there a way to revert them to Light User status so we assign a new Core User for our Team? If not - what is the best way to handle this scenario? Thank you!
hi all :wave: is there a way to have a card "appear" in multiple Collections or Boards? not exactly duplicate it as we don't want to duplicate maintenance efforts too, but maybe have one card physically existing in 1 board, but then have a mirror image or shortcut show in another board?
Hi all! Product Manager from Guru here.I’ve started a research project looking into how our customers manage users and groups at a large scale, especially if they do so without SSO and SCIM, or if there are gaps in SSO and SCIM that need to be filled manually.Are you a knowledge manager, CX leader, or sales enablement person who finds yourself spending too much time adding and removing users from different groups in Guru?Or maybe an IT admin who has to do manual things in Guru that you think should be automated?I want to talk to you!Please feel free to share your experiences in this discussion, and let me know if you’d be open to a 30 minute Zoom conversation with me.I appreciate you!
Hey everyone! Curious, how do you all organize your favorite Cards? I was hit hard by the back-to-school ads this September and felt inspired to get in the spirit and organize my Guru instance. I pulled out all of the stops: I finally worked through that growing verification queue, responded to some outstanding comments and really began to feel that classic fall feeling of being back in a routine with a clean slate. As part of this clean-up, I also decided to re-examine how I was using my Favorite Cards and Lists. Here are a couple of helpful action items I wanted to share: Create an “Action Needed” Favorite List. I can’t believe I haven’t done this before! This is a great place to store Cards that you want to look at again or have a direct action item related to. I also set up a weekly reminder in Slack to take a look at these Cards so the list is maintained. Create temporary lists for current project work. Favorites Lists are easy to edit/update so don’t feel pressure to creat
Hi y’all!I’ve been thinking about all the different ways folks go about permissioning content in Guru and wanted to share some best practices with the class : ). For a quick little recap on how permissions functions within Guru, only Admins on your team can assign user roles which determine a user’s permissions. While the Read Only role (true to its name) does not allow a user to create or verify content but does allow them to view content, both Authors and Collection Owners can create, verify, edit, and manage your Guru content. This Help Center article expands on user roles beautifully.Once permissions have been granted, it’s time to think about which groups to create in order to best serve your team and its goals. For example, say you would like to have Author access in all Collections. An easy way to accomplish this would be to create a group called “All Access” and add it to every Collection as a verifier (ie. Author or Collection Owner). We in Guru create groups based on our var
Are you in the midst of a Guru rollout? If you’re currently introducing Guru to your team, use this template to support your success and educate your coworkers on the who, what, when, where, and why of Guru! Customize the template below to fit your team. Things highlighted should be customized for your team. Make it concise, clear, and exciting! 🚀 EXAMPLE EMAIL/CHAT MESSAGE Hi Team,You’ve been selected to take part in Guru! You should have received an email invitation to join our Guru instance.Next Steps: 🗺TAKE THE TOUR: Watch this short video on Guru. it's super high level and worth your time. We promise. 💻LOG IN TO GURU: Click the link in the Guru email invite you received. This will take you to a web page where you can create a password or login via Google. 🔍INSTALL THE BROWSER EXTENSION. Click here to download for Chrome, and watch this video for an overview. 💬INTEGRATE WITH SLACK: Create a DM with @guru in Slack under Apps, type in Enable Notifications, and join the Gur
Just wanted to share something I learned this week (which is very useful for a noob like myself).I’d always been curious if I would be able to bulk-link hundreds of cards to each other based on keywords, and the answer is yes. A use case for this could be that every time the phrase "sales playbook" appears in your knowledge base, Guru will create a card link to the specific card of your choosing with more information about the "sales playbook".Doing this manually is tedious, but the short method is below.Using the find and replace Guru sheet and a quick card export, I was able to create hundreds of Guru links to other existing cards from targeted keywords in about 5 minutes using the following steps:1. Read the instructions on the find and replace sheet and run an export of the relevant collection or boards from the card manager2. Make a copy of this google sheet, and using the information from your export, copy any keywords you want to target, and their corresponding card ID’s and Car
We are in the implementation stage with our Guru platform and going to launch in early April.Looking for best practices around the "Wiki" part of our launch and engaging our team to get all their knowledge into Guru. We are planning to launch with a base foundation of knowledge 10-20% or so with clear guides and templates on how to add content. Then planning to have a call to action for the 50 paid seats to help build out this resource. Any best practice on how we can leverage the wiki part of Guru to get all the amazing knowledge out of peoples brains and into Guru? Thank you.RM
We have a few collections that are synced from Confluence. Is it possible to send KA’s on those? I don’t see the option on the card but wasn’t sure if there was a setting I had to enable somewhere. We’ve had success with getting buy-in for Guru by allowing folks to sync their Confluence space first so being able to use all the features might help with adoption.
We love creating cards in bulk using a spreadsheet. The latest collection has over 1300 individual cards that were created in bulk, with several shared tags.On the flip side, we love tags, but were curious if the ability to select (and delete) more than one tag at a time would be a feature coming? Selecting each individual tag and then deleting them, or moving them one by one is a bit cumbersome.
Log in to engage in discussions
Use your Guru account credentialsLog in
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.