COMPANY PORTAL

Finance & HR

FINANCE

HR

Market & Sales

MARKETING

SALES

Product & Tech

PRODUCT

TECH

Customer Ops

CS

AM

To create a micro playbook using Loom and the Echo Knowledgebase WordPress plugin, follow these steps:

Record and Transcribe

  1. Record the Video:
    • Use Loom (or similar tool) to record your video.
  2. Get the Transcript:
    • Copy the transcript of your recorded video.

Clean Up Transcript with ChatGPT

  1. Use ChatGPT:
    • Open ChatGPT and start a new chat.
    • Paste the provided prompt to clean up the transcript.
    • Include relevant context (e.g., software used).

Create the Micro Playbook

  1. Format the Text:
    • Copy the cleaned transcript from ChatGPT.
    • Remove any unnecessary intro or closing statements.

Publish in Company Portal

  1. Access Company Portal:
    • Open your company portal in WordPress.
    • Log in if needed.
  2. Create New Playbook:
    • Select the specific hub or department.
    • Click “Create New Playbook.”
  3. Add Content:
    • Paste the cleaned transcript.
    • Copy the video title from Loom and paste it as the playbook title.

Embed Video

  1. Embed Loom Video:
    • Click the share button in Loom, then the embed button.
    • Copy the embed code.
  2. Add Embed Code:
    • Paste the embed code into the WordPress playbook.
    • If needed, modify it by clicking the three dots and editing as HTML.

Finalize and Publish

  1. Select Category:
    • Ensure the playbook is in the correct category.
    • This step is essential for publishing.
  2. Publish:
    • Click “Publish” and confirm.
    • Preview the article to ensure everything displays correctly.

Final Check

  1. Verify:
    • View the published article to ensure the title, embed, and text are correct.
    • Make it searchable with relevant keywords.

ChatGPT-4 Prompt:

Can you help create a concise playbook from the following guide. I want to make sure the playbook is easy to digest with the understanding that the person reading it is looking for the exact answer to their question. I want the play book to be easily digested in less than 2 minutes for the reader. Please include concise numbered steps in bullet point that are organized into relevant categories for any action items that are required to help them arrive at their answer, including the important parts emphasized in bold.

Please omit any introduction or summary if it is not relevant to the end reader. I only want a concise opening explanation written as if I was speaking directly to the reader in no more than 2 sentences before the bullet point steps and no more than 1500 characters in total. I would like the descriptor to provide actionable guidance and not just an explanation of what the playbook is about. I want to be able to copy/paste this to publish immediately in my knowledge base without editing it. Please make sure nothing is written as if there was a third party. I would like to avoid being too verbose in the choice of words so it’s easy to understand for most readers. use 8th grade language:

Monthly Goal is 6 Net Customers per Month

What Drives Us

Our core values guide and influence every decision we make:

  • We Help our Customers Grow

  • We are Always improving

  • We are Open & Honest

  • We Succeed Together

  • We Get Things Done

  • We Give Back

  • We are Kind

These values are the pillars of our organization and the driving force behind our commitment to you and your business’s success.