The Revenue AI Report

Onboarding ramp assistant built on your own content (L2)

New hires ask questions in Slack and get answers drawn only from your approved enablement library. AI drafts the answer, enablement approves the source set. Notion AI, Guru, or Glean over the content you already have.

WORKFLOW1Clean the library before …ou index itNotion2Answer with a citation ev…ry timeGuru3Route unanswered question… into the content backlogSlack4Review accuracy at week t…o of each cohortManual
4 steps, in order, with the tool that owns each one.
Adoption ladderSix levels from Starter to Rebuilt. This item sits at level 2.L1 StarterOne tool, no workflow changeL2 AssistedAI drafts, humans approveL3 IntegratedWired into CRM and SlackL4 OrchestratedMulti-step, owned, measuredL5 AutonomousAgent runs, human auditsL6 RebuiltThe process itself changes
This playbook belongs at L2 Assisted. Running it above your level is how pilots stall.
Measures of successQuestions answered without a human; Content gaps closed per month; Time to first productive weekPROVE IT WORKEDQuestions answered without a humanContent gaps closed per monthTime to first productive week

The steps

  1. 01

    Clean the library before you index it

    Tool: Notion

    Archive anything more than two versions out of date. A retrieval assistant confidently repeats stale pricing and dead positioning. Owner: enablement. Pitfall: indexing the whole drive. Old decks outnumber current ones in most companies. DoD: the indexed set is a named collection with an owner and a review date.

  2. 02

    Answer with a citation every time

    Tool: Guru

    Every response links the source card. New hires learn where truth lives, not just what the answer was. Owner: enablement. DoD: responses without a source link are treated as bugs.

  3. 03

    Route unanswered questions into the content backlog

    Tool: Slack

    Anything the assistant cannot answer is a content gap. Log it automatically. This is the highest-value output of the whole workflow. Owner: enablement. DoD: a weekly gap list feeds the content calendar.

  4. 04

    Review accuracy at week two of each cohort

    Tool: Manual

    Ask the new cohort which answers were wrong or confusing, then fix the source, not the prompt. Owner: enablement. DoD: a written fix list per cohort.

Tools in this playbook

Next playbooks

Unfamiliar terms are defined in the AI and Revenue Dictionary. Related frameworks live in the framework library.

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