A small business often has critical knowledge that never made it into a formal document. An experienced employee knows which customers require special handling, why an approval rule exists, which workaround is safe and what warning signs matter. That knowledge remains trapped in conversations, notes, email and memory.
Why Employee Knowledge Is Difficult to Capture
Employees use much of their knowledge automatically. Asking them to write down the process usually produces a checklist that misses judgment calls, exceptions, warning signs, customer history, approval boundaries and escalation triggers.
Maisy Uses Structured Interviews and Real Cases
Pixeldust identifies high-risk knowledge and asks about repeated questions, missing procedure details, warning signs, past failures and likely replacement mistakes. The Knowledge Capture Playbook explains interviews, job shadowing, workshops and artifact review.
Maisy Converts Notes into Knowledge Assets
Captured material becomes a structured asset with title, purpose, audience, inputs, procedure, decision rules, exceptions, escalation guidance, evidence, owner, approver, review date and sensitivity. This is easier for people to use and for Copilot Studio to retrieve.
Validate Before Publishing
Employee experience is valuable but not automatically policy. Captured knowledge is compared with current procedures, contracts, forms and systems. Conflicts are resolved by an accountable owner. The Institutional Knowledge Risk Assessment Framework helps determine what to capture first.
Publish into SharePoint
Validated assets are published into appropriate SharePoint locations with metadata. Drafts stay outside the production source. Published content becomes retrievable. Power Automate routes later revisions and review reminders.
Move Experience into the Business
Maisy retrieves approved knowledge through Teams. It helps businesses retain institutional knowledge in a form others can use and retain institutional knowledge through permissions, ownership and review dates.
