How To Improve Workplace Search Using AI Tools

Are you drowning in a sea of files and emails? You're not alone. 

For many teams, keeping track of everything across multiple tools feels like a daily struggle. The average employee spends up to 3.6 hours a day looking for information, as found in studies from 2019 to 2022.

But with workplace search, you don’t have to waste time hunting for information. 

By leveraging AI-powered solutions like Lindy, you can instantly access the data you need — without the frustration.

We’ll cover: 

  • What’s AI workplace search? 
  • How to set up Lindy for workplace search
  • Lindy’s workplace search features 
  • Integrate with other AI tools
  • Letting Lindy manage workplace search for you

Let’s get started.

What is AI workplace search?

The data deluge is real, and let’s face it, it’s hard to get anything done if the workplace information you’re looking for is lost amidst a pile of data rubble.

This is where search workplace management software can give you a massive AI-powered hand. 

Let's break it down:

  • How it works: AI workplace search is a tool that uses artificial intelligence to help you find information across all your company's digital nooks and crannies.
  • Blazingly fast search: One of the coolest perks is how quickly it can dig up what you need. That means you can use that precious coffee-drinking time for something other than scrolling through endless folders.
  • You can talk to it like a real person: This AI understands what you’re looking for, even if you forgot the filename and keyword.
  • Cross-platform search: AI search can connect the dots between different types of content, from emails to spreadsheets to that meme your coworker shared last week.
  • Learns on the job: The more your team uses it, the smarter it gets. The queries and prompts you provide the AI keep training it so that it starts “getting it” more. 

How to set up Lindy for workplace search

Ready to make your office search as smooth as butter on a hot skillet? 

Let's dive into setting up Lindy as a semantic knowledge base

  1. Create an account on Lindy: Once you're in, it's time to make Lindy your own.
  2. Initiate Lindy with a trigger: Create a new Lindy with the “+” button. Tell Lindy when to act by clicking on “Trigger” and choosing “user sent message.” Then, you’d add a “search knowledge base” action, followed by a “Chat - Send message” action to reply to the message. Alternatively, you can use the “Knowledge retrieval” template in the Lindy Marketplace.

    Tip:
    Many more ready-to-use templates are available when you sign up for Lindy to get access to the Lindy Marketplace.
  1. Fuel Lindy's brain: Fill your knowledge base with all the important stuff — files, docs, websites, and even audio recordings up to 20MB. Think FAQs, product info, company policies, and more. The more you feed it, the smarter Lindy gets.
  2. Smarter than your average search: Forget basic keyword matching. Lindy uses semantic search to understand the meaning behind your queries, not just the words. So even if your customer asks about "dark-colored jeans," Lindy can pull up info on "black and navy jeans.”

  3. Always up to date: Lindy automatically refreshes its knowledge regularly, ensuring that the latest information is always available.

  4. Connect your cloud: Don't worry about manually uploading everything. Lindy integrates seamlessly with major cloud storage platforms like Google Drive, OneDrive, and Dropbox and automatically re-syncs your content every 24 hours.

  5. Customize your knowledge base: You're in control. Add, reconfigure, or remove content from your knowledge base anytime to make sure Lindy has the most relevant information at its fingertips.

Main features of Lindy's workplace search tool

Lindy’s workplace search is like having a digital guide through the chaos of your company’s data jungle — minus the mosquito bites.

Let's dive into the ways Lindy rocks as a search tool: 

  • AI algorithms: These algorithms can learn from your search patterns and serve up results fast — and then faster and faster. 
  • Natural language processing: Ditch the keyword gymnastics that has you thinking, “I might as well learn to code.” Just type like you're chatting with Lindy, and watch as the search tool decodes your office slang easily. 
  • Customized results that feel just for you: The more you use it, the more helpful it gets. Soon, it'll be suggesting documents before you even realize you need them. Spooky? Maybe. Helpful? Absolutely!
  • Cross-platform integration: Whether you're a Google Docs devotee or a Slack addict, this tool integrates with your favorite apps, like peanut butter and jelly. 
  • Security on lock: Your data is locked up tighter than your grandma's secret turkey and gravy recipe. Rest easy knowing your sensitive info is safe from prying eyes.

Practical uses of AI workplace enterprise search

Let's dive into the juicy bits of AI workplace enterprise search. 

Here's how you can put this tech to work:

  • Document search: Find that elusive report from last quarter and actually start getting some work done instead of telling your boss, “Yeah, I spent all day looking stuff up on Google Drive.”
  • Knowledge as power: Centralize your company's collective wisdom. No more playing phone tag to find out who knows what or who gave access to whom on what folder. (If that sounds confusing, it’s because it is.)
  • Policy checks: Quick access to company rules means no more "I didn’t know that word was out of line” excuses when you give your weekly presentation. Sorry, folks!
  • Personalized customer service: Impress clients by having their info at your fingertips. You can provide tailor-made experiences that show them you’re actually paying attention. 
  • FAQ finder: Retrieve support documents in a flash. It's like having the company manual tattooed on your brain — without having to go through the pesky process of being implanted with Neuralink.

Integrate other AI tools with Lindy's workplace search

Let's face it: Juggling multiple AI tools can make you feel like a circus performer during a 7.0-magnitude earthquake. 

Lindy's workplace search is here to save you from wasting hours upon hours. By integrating other AI tools, you'll 10x your productivity — and bring the rest of your team along for the ride. 

How Lindy’s integrations can make it the brain of your company: 

  • HubSpot link-up: Lindy's search plays nicely with HubSpot Assistant, giving you instant access to your CRM data. No more fumbling through endless tabs or frantically searching for that one elusive customer detail.
  • Salesforce integration: With Salesforce integration, you'll have a wealth of sales data ready to go. Bye-bye guesswork, hello data-driven decisions. 
  • Slack team-up: Lindy’s search integrates with Slack, allowing users to locate important conversations and files easily. You can also get customized alerts for pretty much anything. Nobody on your team will be able to pull the “I just didn’t know” card anymore.

    You can also mention “@Lindy” anywhere in a Slack channel or thread and ask her to pull content from your knowledge base. If you pair it with your Lindy AI meeting recorder (which keeps creating Google Docs for your meetings), it will add meeting minutes to your knowledge base and build a “brain of your company.”

Lindy: The premier search workplace management tool

Lindy can help power up your workplace search in so many ways. 

Here’s how: 

  • The search whisperer: Lindy's got a knack for finding needles in digital haystacks. She'll dig up those elusive files faster than you can say, "Where did I put that report?"
  • No more wild goose chases: Lindy's smart algorithms will guide your team straight to the info they need, with no detours required.
  • A learning machine: Like an eager student, Lindy gets smarter with every search. She'll pick up on your team's habits and preferences, serving up more relevant results over time.
  • All of the integrations: Lindy integrates smoothly with your existing tools, becoming the search companion your team never knew they needed.
  • Security first: Rest easy knowing Lindy's got your back. She respects access permissions and keeps sensitive info under wraps. Your workplace information is under lock and key. 
  • Way more than a workplace search engine,​​ Lindy is an all-in-one tool that can tackle a variety of tasks, from being an administrative assistant to customer service to coding
  • Societies: Want to connect Lindy to other Lindies? You can create collaborative groups called Societies to streamline teamwork and task completion.

 Try Lindy for free today.

Summing up

And that’s all you need to know about using AI workplace search to make sure everyone on your team has all they need to know at their fingertips.  

The TL;DR? Lindy can help you level up your workplace search game by: 

  • Connecting with your tools, including any major CRMs
  • Using semantic search to talk to you like a human and find even the most stubbornly tucked-away bits of information
  • Updating your CRM every 24 hours (or whenever you want it to) 
  • Reconfiguring your knowledge base however you see fit 
  • Going way beyond being a workplace search engine

Are you still searching for stuff like it’s 1997? Sign up for Lindy and experience the difference.

Knowledge Management

How To Improve Workplace Search Using AI Tools

Lindy Drope
Updated:
October 21, 2024

Are you drowning in a sea of files and emails? You're not alone. 

For many teams, keeping track of everything across multiple tools feels like a daily struggle. The average employee spends up to 3.6 hours a day looking for information, as found in studies from 2019 to 2022.

But with workplace search, you don’t have to waste time hunting for information. 

By leveraging AI-powered solutions like Lindy, you can instantly access the data you need — without the frustration.

We’ll cover: 

  • What’s AI workplace search? 
  • How to set up Lindy for workplace search
  • Lindy’s workplace search features 
  • Integrate with other AI tools
  • Letting Lindy manage workplace search for you

Let’s get started.

What is AI workplace search?

The data deluge is real, and let’s face it, it’s hard to get anything done if the workplace information you’re looking for is lost amidst a pile of data rubble.

This is where search workplace management software can give you a massive AI-powered hand. 

Let's break it down:

  • How it works: AI workplace search is a tool that uses artificial intelligence to help you find information across all your company's digital nooks and crannies.
  • Blazingly fast search: One of the coolest perks is how quickly it can dig up what you need. That means you can use that precious coffee-drinking time for something other than scrolling through endless folders.
  • You can talk to it like a real person: This AI understands what you’re looking for, even if you forgot the filename and keyword.
  • Cross-platform search: AI search can connect the dots between different types of content, from emails to spreadsheets to that meme your coworker shared last week.
  • Learns on the job: The more your team uses it, the smarter it gets. The queries and prompts you provide the AI keep training it so that it starts “getting it” more. 

How to set up Lindy for workplace search

Ready to make your office search as smooth as butter on a hot skillet? 

Let's dive into setting up Lindy as a semantic knowledge base

  1. Create an account on Lindy: Once you're in, it's time to make Lindy your own.
  2. Initiate Lindy with a trigger: Create a new Lindy with the “+” button. Tell Lindy when to act by clicking on “Trigger” and choosing “user sent message.” Then, you’d add a “search knowledge base” action, followed by a “Chat - Send message” action to reply to the message. Alternatively, you can use the “Knowledge retrieval” template in the Lindy Marketplace.

    Tip:
    Many more ready-to-use templates are available when you sign up for Lindy to get access to the Lindy Marketplace.
  1. Fuel Lindy's brain: Fill your knowledge base with all the important stuff — files, docs, websites, and even audio recordings up to 20MB. Think FAQs, product info, company policies, and more. The more you feed it, the smarter Lindy gets.
  2. Smarter than your average search: Forget basic keyword matching. Lindy uses semantic search to understand the meaning behind your queries, not just the words. So even if your customer asks about "dark-colored jeans," Lindy can pull up info on "black and navy jeans.”

  3. Always up to date: Lindy automatically refreshes its knowledge regularly, ensuring that the latest information is always available.

  4. Connect your cloud: Don't worry about manually uploading everything. Lindy integrates seamlessly with major cloud storage platforms like Google Drive, OneDrive, and Dropbox and automatically re-syncs your content every 24 hours.

  5. Customize your knowledge base: You're in control. Add, reconfigure, or remove content from your knowledge base anytime to make sure Lindy has the most relevant information at its fingertips.

Main features of Lindy's workplace search tool

Lindy’s workplace search is like having a digital guide through the chaos of your company’s data jungle — minus the mosquito bites.

Let's dive into the ways Lindy rocks as a search tool: 

  • AI algorithms: These algorithms can learn from your search patterns and serve up results fast — and then faster and faster. 
  • Natural language processing: Ditch the keyword gymnastics that has you thinking, “I might as well learn to code.” Just type like you're chatting with Lindy, and watch as the search tool decodes your office slang easily. 
  • Customized results that feel just for you: The more you use it, the more helpful it gets. Soon, it'll be suggesting documents before you even realize you need them. Spooky? Maybe. Helpful? Absolutely!
  • Cross-platform integration: Whether you're a Google Docs devotee or a Slack addict, this tool integrates with your favorite apps, like peanut butter and jelly. 
  • Security on lock: Your data is locked up tighter than your grandma's secret turkey and gravy recipe. Rest easy knowing your sensitive info is safe from prying eyes.

Practical uses of AI workplace enterprise search

Let's dive into the juicy bits of AI workplace enterprise search. 

Here's how you can put this tech to work:

  • Document search: Find that elusive report from last quarter and actually start getting some work done instead of telling your boss, “Yeah, I spent all day looking stuff up on Google Drive.”
  • Knowledge as power: Centralize your company's collective wisdom. No more playing phone tag to find out who knows what or who gave access to whom on what folder. (If that sounds confusing, it’s because it is.)
  • Policy checks: Quick access to company rules means no more "I didn’t know that word was out of line” excuses when you give your weekly presentation. Sorry, folks!
  • Personalized customer service: Impress clients by having their info at your fingertips. You can provide tailor-made experiences that show them you’re actually paying attention. 
  • FAQ finder: Retrieve support documents in a flash. It's like having the company manual tattooed on your brain — without having to go through the pesky process of being implanted with Neuralink.

Integrate other AI tools with Lindy's workplace search

Let's face it: Juggling multiple AI tools can make you feel like a circus performer during a 7.0-magnitude earthquake. 

Lindy's workplace search is here to save you from wasting hours upon hours. By integrating other AI tools, you'll 10x your productivity — and bring the rest of your team along for the ride. 

How Lindy’s integrations can make it the brain of your company: 

  • HubSpot link-up: Lindy's search plays nicely with HubSpot Assistant, giving you instant access to your CRM data. No more fumbling through endless tabs or frantically searching for that one elusive customer detail.
  • Salesforce integration: With Salesforce integration, you'll have a wealth of sales data ready to go. Bye-bye guesswork, hello data-driven decisions. 
  • Slack team-up: Lindy’s search integrates with Slack, allowing users to locate important conversations and files easily. You can also get customized alerts for pretty much anything. Nobody on your team will be able to pull the “I just didn’t know” card anymore.

    You can also mention “@Lindy” anywhere in a Slack channel or thread and ask her to pull content from your knowledge base. If you pair it with your Lindy AI meeting recorder (which keeps creating Google Docs for your meetings), it will add meeting minutes to your knowledge base and build a “brain of your company.”

Lindy: The premier search workplace management tool

Lindy can help power up your workplace search in so many ways. 

Here’s how: 

  • The search whisperer: Lindy's got a knack for finding needles in digital haystacks. She'll dig up those elusive files faster than you can say, "Where did I put that report?"
  • No more wild goose chases: Lindy's smart algorithms will guide your team straight to the info they need, with no detours required.
  • A learning machine: Like an eager student, Lindy gets smarter with every search. She'll pick up on your team's habits and preferences, serving up more relevant results over time.
  • All of the integrations: Lindy integrates smoothly with your existing tools, becoming the search companion your team never knew they needed.
  • Security first: Rest easy knowing Lindy's got your back. She respects access permissions and keeps sensitive info under wraps. Your workplace information is under lock and key. 
  • Way more than a workplace search engine,​​ Lindy is an all-in-one tool that can tackle a variety of tasks, from being an administrative assistant to customer service to coding
  • Societies: Want to connect Lindy to other Lindies? You can create collaborative groups called Societies to streamline teamwork and task completion.

 Try Lindy for free today.

Summing up

And that’s all you need to know about using AI workplace search to make sure everyone on your team has all they need to know at their fingertips.  

The TL;DR? Lindy can help you level up your workplace search game by: 

  • Connecting with your tools, including any major CRMs
  • Using semantic search to talk to you like a human and find even the most stubbornly tucked-away bits of information
  • Updating your CRM every 24 hours (or whenever you want it to) 
  • Reconfiguring your knowledge base however you see fit 
  • Going way beyond being a workplace search engine

Are you still searching for stuff like it’s 1997? Sign up for Lindy and experience the difference.

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