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Q&A

Ask and answer questions about all things Guru and knowledge management

  • 548 Posts
  • 1,665 Replies
547 Posts
Callie Rojewski
Callie RojewskiGenius
posted in Q&A
How do marketing teams use Guru? 💡

Need some ideas for how marketers can maximize their use of Guru? We've got you covered! In our recent Deep Dive, we split 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 Pipefy team around marketing content. “When we started using Guru at Pipefy, 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 covered her marketing team’s approach to:Documenting marketing team processes Automatical

850
Callie Rojewski
Tyler
TylerKnewbie
asked in Q&A
Do you create separate cards for mobile app vs. web app workflows?

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!

391
Callie Rojewski
Laquize Bassey
Laquize BasseySmart Cookie
asked in Q&A
Routing cards

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!

151
Callie Rojewski
Scott Lougheed
Scott LougheedKnewbie
asked in Q&A
Embedding Guru card into Articulate Rise

We use Articulate Rise for authoring courses for our LMS. Rise allows for embedding iframe and other embeddable content.  I recently tried to embed a Guru card and the iframe embed appeared as this: However, I do have access to this card.  Any suggestions? 

911
Callie Rojewski
Alice Jin
Alice JinSmart Cookie
asked in Q&A
Automatic creation of competitor intelligence cards

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!

491
Callie Rojewski
B
Big BangKnewbie
asked in Q&A
Where to get SAML Metadata to set-up SSO

Where can we get the SAML metadata to set-up SSO?

201
Callie Rojewski
Winifred Penkethman
Guru Employee
Winifred PenkethmanGuru Employee
posted in Q&A
Top Tips on Structuring Permissions and Groups

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

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Winifred Penkethman
Guru Employee
Callie Rojewski
Callie RojewskiGenius
asked in Q&A
Rolling out Guru? Use this Email Announcement!

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

1932
Callie Rojewski
Rob Mueller
Rob MuellerSmart Cookie
asked in Q&A
Best Practices around using Guru as a Wiki

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

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Rob Mueller
Siobhan Hyser
Siobhan HyserSmart Cookie
asked in Q&A
Send knowledge alerts for cards in a synced collection?

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. 

272
Siobhan Hyser
Siobhan Hyser
Siobhan HyserSmart Cookie
asked in Q&A
Historical views by day or week for a specific card?

I’m trying to see how many views a card got per day since it was created. Is there a way to do that?  I don’t need the “last 30” or “since edited” - I’m looking for a per day (or even week) of views a card received.  Is there something I can export that would have it? 

302
Siobhan Hyser
Julian Gonzalez
Julian GonzalezKnewbie
asked in Q&A
Public Sharing - Embedded PDFs only show first page on mobile

We are sharing cards with public links that have multi-page PDFs embedded in the card. However, on mobile, only the first page of the PDF is visible.There is no way to scroll to the the other pages Editing the card to make the iframe big enough to see all the pages does not work - only the first page is visibleAny one figure out a workaround for this?  Or @Guru do you have this as a bug to fix?

611
Winifred Penkethman
Guru Employee
Jimmy St-Germain
Jimmy St-GermainKnewbie
asked in Q&A
Is there a way to add footnotes in a card?

I’d like to add markers within the main text of a card that point to footnotes at the bottom of the card.Is this possible?

951
Marie Frei
Goodgollymissmolly
GoodgollymissmollyKnewbie
asked in Q&A
Is there any way to see which templates are being used?

Is there any way to measure which card templates are being used most to create cards?  

2112
Goodgollymissmolly
Callie Rojewski
Callie RojewskiGenius
posted in Q&A
How Noom optimizes Guru content for their end user

In a recent Deep Dive, we had the chance to learn from @Lindsey Hart , Coach Project Manager at Noom. She shared Noom’s journey optimizing and maintaining they way they structure content in Guru for their end users—no small feat considering their Guru instance has 3,500+ users and over 10,000+ Guru Cards!  How Noom uses Guru: Guru supported Noom through rapid growth and the hiring of 1,000+ Health Coaches Noom’s coaches use Slack for internal communication and leverage the Guru bot to save answers to repeat questions. Guru stores all of their onboarding, process, and product information Read more about Noom’s journey with Guru in this case studyQuestions covered with Lindsey: Tell us about your specific challenges at Noom around structuring content (findability and uniformity) How did you learn about the individual users you were working with to inform your strategy?  What did you do to make content easier to find in Guru? How do you package those learnings to guide content creation mo

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Callie Rojewski
Callie Rojewski
Callie RojewskiGenius
posted in Q&A
How Wealthsimple mapped their Guru knowledge 🗺️

How Wealthsimple mapped their Guru knowledge 🗺️ In a recent Deep Dive, we had the chance to learn from @Jag Gill , Senior Specialist, Training & QA at Wealthsimple. He shared how he navigated mapping knowledge into Guru during implementation. Dive into Jag’s journey, and ask him questions below!  How Wealthsimple uses Guru:  Guru is the first resource new Customer Experience Associates use at Wealthsimple use when looking for a solution to a client’s problem Guru is integrated into Wealthsimple’s LMS (Lessonly) and complements our training process  It helps reduce noise in Slack channels dedicated to onboarding new Customer Experience Associates Questions covered with Jag: What were your challenges structuring content in Guru? What did you tackle first? Once you audited the content, how did you approach getting the content into Guru? What were the wins after this process for Wealthsimple? What advice would you give someone who is at the implementation stage, looking to st

740
Callie Rojewski
Alice Jin
Alice JinSmart Cookie
asked in Q&A
How do you invite new hires to Guru?

I tried going the Zapier route to automatically invite new users to Guru but am not able to filter for those that only join my team in the org. Does everyone else just manually invite, or do you use other methods? Thanks,Alice

813
Alice Jin
Hillary Curran
Community Manager
Hillary CurranCommunity Manager
posted in Q&A
Leveraging Guru Metrics in Employee Performance Reviews

Curious if any folks have leveraged or are thinking about leveraging Guru Analytics data in their team or employee performance reviews? 🤔As a people manager at Guru I’ve used the following metrics as discussion points for my teams’ reviews ands its been really cool to see these numbers evolve and change over time. They are also great metrics to track for individual goal setting. # of New Cards created -- are they actively contributing to the KB? (I use the Author filter and date filter in the Card Manager to see this in a specified time frame) Trust Score of Cards they Verify - are they keeping things up to date? (I use Verifier filter in Card manager to get Card Count and then filter for Verification state to get # trusted vs. # unverified) Top Cards Viewed - what is their go-to knowledge? Do they need more training on X topic? (I use the User Drilldown in Analytics and the “Most Viewed” Card list and adjust the date filters)

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Matt Garren
Guru Employee
C
Carol MerrimanKnewbie
asked in Q&A
Image placement

How do I place an image NEXT to text

622
C
David Cockrum
David CockrumKnewbie
posted in Q&A
Redline

Is it on the roadmap to provide a way to manage redline workflow from within Guru?

241
Callie Rojewski
Gabriela Boska
Gabriela BoskaKnewbie
asked in Q&A
Ask an Expert vs Slack: How do you motivate your teams to use the first?

Hi everyone,I‘m looking for some ideas on how some organizations managed to promote and make a use of the ask an expert function in Guru? We’re trying to promote it to make sure that the creation of knowledge is trackable and easier for our teams. But we often hear a valid point that when you’re asking in Guru, you can either ask a specific person or the entire collection which may be tens of people. It’s intimidating to ask one person if you’re not sure who to ask and there’s lack of accountability if you ask 20 people.Does anyone have any use story of how to motivate people to use the Ask an Expert function? For example more granular user groups? But with that comes the question of sustainability and maintenance. Thanks for nay idea. Will be SUPER appreciated!

390
Gabriela Boska
M
Maren JansenKnewbie
asked in Q&A
Accidently Removed Our Admins

Hey Community - I need your help...We have the problem that no one in our whole company has administrator rights because my chef accidentally removed them.Can you please help me to create an admin?Thank you and best regards from Hamburg,Maren

401
Marie Frei
Jennyvine Jumagdao
Jennyvine JumagdaoKnewbie
asked in Q&A
Changing the verifier into myself automatically verifies an unverified card

Hi guys!! Whenever I change a card’s verifier into myself, the card gets verified automaticaly (even if it was unverified originally). We ran into problems because we changed the verifier for 30++ cards in Card Manager, and I reassigned some unverified cards to me so I can be the one to review. but then they got automatically verified. Since it was 30++ cards it’s hard to track which cards should be tagged as unverified. Is there a way to maintain the verification state when I assign a card to myself? 

611
Marie Frei
Tracy Oakes
Tracy OakesKnewbie
asked in Q&A
Changing Verifier

Hi All-  new to Guru.  I created a card and didn’t realize that I had to change the verifier from myself to someone else.  I created the card and published it.   How can I go back in and Change the verifier without have to re-create the card?  It doesn’t seem to give the the option to do that, but I am sure I am just missing a step somewhere. ThanksTracy

722
Tracy Oakes
ShayeRyan
ShayeRyan
asked in Q&A
How to make an embed public?

I have a card that is set to public, and I can access the link directly without logging in. However, when I embed the same card into a webpage it asks me to login.How do I allow my clients to see this embedded card without creating an account? 

631
Winifred Penkethman
Guru Employee

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