How To Build Smart Blocks From Your Documents

Step-by-Step Guide: Leveraging Documents for Smart Block Management in NOAN

Managing smart blocks and extracting valuable insights from documents is a breeze with NOAN, especially for fractional professionals and company owners. This step-by-step guide will walk you through the process of using documents to enhance your smart blocks, using a fractional client scenario as an example.

Step 1: Upload Your Document

Start by uploading an essential document related to your project. For instance, if you're working with a new brand, you might have an onboarding call document with the brand director. This document is a goldmine of insights that can inform your project management strategy. To upload, simply navigate to the document insights section of NOAN and select the document from your device.

Step 2: Build Your Knowledge System

With your document uploaded, it's time to build out the key blocks for your client. If you're focusing on developing the mission and vision for a client like Mindspace Co., you'll find this step particularly useful. Navigate to the relevant smart block in NOAN, in this case, the mission and vision block.

Step 3: Extract Insights with the AI Assistant

NOAN's AI assistant is your best friend in this process. It's designed to access the uploaded documents and extract the necessary insights for your smart block. Simply ask the assistant, "In our call with the brand director, what did they say was the mission and vision for the company?" The assistant will then retrieve this information from the document.

Step 4: Incorporate Insights into Smart Blocks

Once the assistant provides you with the extracted mission and vision, you can directly incorporate this information into your smart block. This step ensures that your strategic planning is aligned with the client's vision, directly informed by the insights extracted from your initial onboarding call.

Step 5: Save and Proceed

After updating the smart block with the extracted insights, make sure to save your changes. You can then move on to the next smart block, repeating the process as necessary. The beauty of NOAN is that this workflow can be applied to any smart block, making it a versatile tool for managing various aspects of your project.

Conclusion

NOAN simplifies the process of using documents to inform smart block management, making it an invaluable tool for fractional professionals and company owners alike. By following these steps, you can efficiently leverage the insights from your documents, ensuring that your project management strategy is both effective and aligned with your client's needs. Whether you're refining a company's mission statement or building out a comprehensive project plan, NOAN's platform empowers you to make the most of your documents in a streamlined and impactful way.

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