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Ask and answer questions about all things Guru and knowledge management

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David MacVicarScholar

What is everyone's archive strategy?

Curious to know how you approach archiving content, in your respective company/vertical? Do you use a set timeframe, verification status, etc.

Callie RojewskiGenius

Leveraging surveys to measure your Guru success 📋

What questions do you have about leveraging surveys to capture your Guru success? Conducting an internal survey allows you to get direct quotes, comments, and feedback from Guru users about their Guru experience. This could be as simple as starting a Slack thread in a team channel or DMing some of your top Guru users. Are you considering implementing surveys to understand the impact Guru has had for your team? What questions do you have about getting started? Drop them below! If you’re exploring this topic, consider leveraging Slack apps like Polly to run polls and surveys in specific Slack channels.Sample Guru Survey (often used post roll-out) How do you ask your team for feedback about Guru? Check out the Polly app to launch simple, internal surveys over Slack

Calvin YipKnewbie

Thai partial search function

Hi Team, We got a team in Thailand which they will use Thai to search for cards. It’s found that the partial search function in the card detail content is not working, we are looking it to behave like the searching function as confluence or google doc.

Jodi PetersKnewbie

Permissions: Can edit and publish, but not verify

Having looked at the documentation on Guru permissions, I don’t think this setup is possible, but thought I’d ask to see if anyone has any recommendations. We’d like to create a group which has access to edit and publish edits, but not verify.

Susan MinneKnewbie

Do you know anyone who is looking for a Guru Administrator position?

My company, DroneUp, has a job opening for a fulltime experienced Guru Administrator working remotely anywhere in the United States. DroneUp is a drone delivery and services company. We are growing rapidly and are in the process of implementing Guru as our knowledge Base / intranet platform.If you know anyone who might be interested in this position, see the link below for more information. When you or others apply, reference this conversation and I shall ask our Talent Acquisition people to watch for it.https://www.linkedin.com/jobs/view/3086755729/?refId=%2BY4gF1UJ0XFe0h0bL2GdtQ%3D%3D&trackingId=GqUHoUgIcnvLvhLxfOB0yQ%3D%3D.Thank you!

Twila GatesKnewbie

No email notifications when clicking on "reply" button in comments

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

Callie RojewskiGenius

How support teams use Guru 💡

Need some ideas for how to best organize your Customer Support Collection in Guru? We've got you covered! In our recent Deep Dive, we split 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 our breakout room discussion on Guru for Support Teams, Caroline covered 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! Share your feedbackIf you have feedback on the Deep Dive experience and content, please share your feedback in this 5 min Deep Dive Survey. A winner is chosen every month

Callie RojewskiGenius

How do people ops teams use Guru? 💡

Need some ideas for how to best organize your People-Ops Collections in Guru? We've got you covered! In our recent Deep Dive on Guru for different teams, we be split into breakout rooms to discuss specifics. 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. Emma covered 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 with Guru Knowledg

Callie RojewskiGenius

How do sales teams use Guru? 💡

Need some ideas for how to best organize your Revenue Team / Sales Collections in Guru? We've got you covered! In a recent Deep Dive, we split 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 informat

Callie RojewskiGenius

How do Product and other teams use Guru to share and manage product knowledge 💡

Need some ideas for how to best organize product information in Guru? We've got you covered! In our recent Deep Dive on Guru for Different Teams, we be split into breakout rooms to discuss specifics. 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

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Callie RojewskiGenius

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

TylerKnewbie

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!

Rob MuellerSmart Cookie

Reducing Customer Support hold times with Guru

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.

Laquize BasseySmart Cookie

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!

Scott LougheedKnewbie

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?

Alice JinSmart Cookie

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!

Big BangKnewbie

Where to get SAML Metadata to set-up SSO

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

Winifred PenkethmanKnewbie

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

Callie RojewskiGenius

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 Gur

Elliot ShawSmart Cookie

Creating Hundreds of Links between Cards in 5 Minutes

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

Rob MuellerSmart Cookie

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

Siobhan HyserSmart Cookie

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.

Siobhan HyserSmart Cookie

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?

Julian GonzalezKnewbie

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?

Jimmy St-GermainKnewbie

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?

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