How-To Guides

Task-oriented guides for getting things done in WorkDone products. Each guide walks through one workflow with step-by-step instructions. If you are new to a product, start with its overview page in the product documentation, then come back here when you are ready to work.

Corporate Memory

Guides for users and administrators of the Corporate Memory portal at https://corporatememory.workdone.ai.

Guide	Who it's for	What you'll do
Get started with Corporate Memory	Everyone	Accept your invitation, sign in for the first time, and find your way around the portal.
Ask Copilot	Everyone	Ask effective questions, use starter prompts and threads, and verify answers with citations.
Manage the knowledge base	Admins	Review incoming documents, work the approval queue, and control what Copilot can cite.
Manage users and roles	Admins	Invite users, assign roles, deactivate accounts, and run periodic access reviews.

Need help?

If a guide doesn't cover your situation, see the Support page or submit a Service Request at workdone.ai/support.