Knowledge Management

Use knowledge management tools to work with Slack and Google Workspace content

Knowledge Management Tools let Playbooks read, create, and update collaboration content. Use them when a Playbook needs to pull context from Slack or Google Workspace, create a draft, update a spreadsheet, upload a file, or send a message.

Tools

Slack

Read channel history, inspect threads, send messages, create canvases, and work with Slack workspace content.

Use Slack when a Playbook needs to gather context from conversations or publish a message after generating output. The Tool can list channels, read channel history, read threads, look up users, search messages, send messages, add reactions, and work with canvases.

Google Docs

Read and edit Google Docs documents. Use it when a Playbook needs to turn research or generated content into a Google Doc.

Use Google Docs when the final deliverable should live in Google Docs. The Playbook can read a document, create a new document, or create a formatted document from HTML.

Google Drive

Upload, download, list, and manage files in Google Drive.

Use Google Drive when the Playbook needs to list files, upload generated assets, place files in a folder, read metadata, or manage Drive files.

Gmail

Send plain-text or HTML emails through Gmail.

Use Gmail when the Playbook should draft and send an email through an authenticated Gmail account. Include approval requirements in the Section if the email should not be sent automatically.

Google Sheets

Read, update, append, and create Google Sheets spreadsheets.

Use Google Sheets when the Playbook needs structured rows, planning tables, reporting outputs, or spreadsheet-backed task lists. It can read ranges, update cells, append rows, and create new spreadsheets.

How to Configure

1. Open the Playbook editor.
2. Type / in the Section where the Playbook should use the collaboration Tool.
3. Select the Tool.
4. Connect the required authentication if prompted.
5. Include the channel, document, file, email recipient, or spreadsheet the Playbook should use.

Parameters

Tool	Required context	Optional guidance
Slack	Channel, thread, message, canvas, or user context	Add date range, search query, message format, or posting rules
Google Docs	Document URL, document ID, or new document title	Add editing scope, formatting requirements, or export expectations
Google Drive	File ID, folder ID, file path, or upload target	Add MIME type, folder placement, naming rules, or cleanup instructions
Gmail	Recipient, subject, and body	Add CC, BCC, HTML formatting, attachments, send timing, or approval requirements
Google Sheets	Spreadsheet ID, sheet name, or range	Add value input mode, append behavior, headers, formulas, or formatting rules

Examples

Use **Google Sheets** to append one row per approved topic to the planning spreadsheet. Include topic, target keyword, status, and owner.

Use **Slack** to read the launch channel from the last 14 days, then summarize open questions before drafting the update.