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Your know-how and processes

List where your business knowledge lives

Which documents matter, who owns them and what's out of date.

Best for
Owners and team leads
Est. time saved
60–90 minutes
Works with
ChatGPT, Claude and Gemini

When to use it

  • Your know-how is spread across drives, inboxes and people's heads.
  • You're about to train someone, write guides or bring in AI, and need to know what's where.

When not to

  • To delete, move or merge anything. It only makes the list.

What to have ready

  • A list of your documents, folders and tools
  • Who looks after each one, if you know
  • When each was last checked
  • Anything private or sensitive

The prompt

Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.

› the prompt
You're helping me make a list of where my business's know-how lives. Use only what I give you. Don't move, delete or change anything.

My documents, folders and tools (one per line: name, where it is, what it covers, who looks after it, when it was last checked, anything private in it):
[PASTE YOUR LIST]

Please:
1. Make a table with one row per item: name, where it is, what it covers, who looks after it, last checked, and whether it's private.
2. Write "unknown" for anything I haven't told you. Don't fill it in.
3. Flag items that seem to cover the same thing, or might disagree. Don't pick which one is right.
4. Make a short to-check list, starting with: private items, anything with no owner, anything that might disagree, and anything not checked in a long time.

Rules:
- Use only what I've told you. Don't invent owners, dates or contents.
- Don't decide which document is the "official" one unless I've said so.
- This is a draft for me to check.

Example input

A made-up example of what the brackets might say.

Price list, Google Drive, our prices for 2026, owner: me, checked: March 2026. New client setup notes, Sam's laptop, onboarding steps, owner: Sam, checked: unknown. Old price list, shared drive, prices from 2024, owner: unknown, checked: unknown. Employee handbook, Google Drive, vacation and sick leave rules, owner: me, checked: 2025, private.

Tips

  • Start with the ten documents your team opens most. You can add the rest later.
  • Anything with no owner is the first thing to fix.

Want prompts built around your business?

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