Pilot Guides:
The best ways to
document knowledge
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Wiki & Knowledge Items
Use Cases
- Team knowledge sharing
- Process documentation
- Company policies and procedures
Best tools to use
Notion
An all-in-one workspace for organizing notes, databases, and team wikis.
Pilot
A collaborative knowledge management tool designed for easy access and sharing of team information.
Slite
A team wiki platform that simplifies collaboration on notes, projects, and meeting records.
Instructional & Sales Demo Videos
Use Cases
- Employee training
- Technical/IT support
- Knowledge sharing
Best tools to use
Loom
A video recording tool for creating quick tutorials, walkthroughs, and demos.
Vidyard
A video platform designed for creating, hosting, and analyzing personalized sales and marketing videos.
Wistia
An all-in-one video marketing platform that covers everything from creation and hosting to analytics and integration with marketing tools.
Audio Transcription & Meeting Notetaker
Use Cases
- Quick idea capture
- Brainstorming sessions
- Field research notes
Best tools to use
Claap
A video collaboration tool that captures feedback and insights directly on video recordings.
Voicenotes
A lightweight app for recording and organizing voice memos with easy-to-use playback features.
Speechify
A powerful text-to-speech tool that converts written content into natural-sounding audio.
Spreadsheets
Use Cases
- Data analysis
- Project tracking
- Financial management
Best tools to use
Airtable
A flexible spreadsheet-database hybrid for organizing and visualizing data collaboratively.
Google Sheets
A cloud-based spreadsheet tool ideal for real-time collaboration and data management.
ClickUp
A productivity platform that incorporates spreadsheets into task and project management.
Data Visualization
Use Cases
- Data analysis and visualization
- Data sharing and reporting
Best tools to use
Tableau
A leading data visualization platform for creating interactive dashboards and analytics.
Lucid
A diagramming and visualization tool for mapping processes, systems, and workflows.
Graphy.app
A straightforward app for generating beautiful and customizable data visualizations.
Collaborative Whiteboards
Use Cases
- Brainstorming ideas
- Planning projects
- Team workshops
Best tools to use
Miro
A digital whiteboard platform for brainstorming, planning, and team collaboration.
FigJam
A collaborative whiteboard tool by Figma for ideation and team discussions.
Lucid
A versatile platform for diagramming and visual collaboration in real-time.
Interactive Learning Modules
Use Cases
- Creating quizzes
- Onboarding training
- Building e-learning courses
Best tools to use
Articulate360
A comprehensive suite of tools for creating interactive e-learning courses.
Pilot
A knowledge-sharing platform that supports interactive and dynamic learning resources.
Adobe Captivate
A professional-grade tool for creating responsive and engaging e-learning content.
Presentation Slides
Use Cases
- Presentations
- Lectures/classes
Best tools to use
Google Slides
Documents your processes. Build visual guides with text, links and screenshots. Integrated with Pilot.io.
Pitch
Documents your processes. Build visual guides with text, links and screenshots.
Canva
Easy-to-use online design software, choose from thousands of presentation templates.
