Skip to main content
Company Knowledge is a library of documents Windy uses as context, like leveling frameworks, policies, and playbooks. With it, Windy’s answers reflect how your company actually works.

Overview

The library lives at Settings → Knowledge. You organize documents into folders and choose who can see each top-level folder. Each document has three parts:
  • Title: what the document is, like Engineering Leveling Framework
  • When to use: a short note that tells Windy when the document is relevant
  • Content: the body of the document

Where Windy uses knowledge

Windy draws on knowledge when it answers questions, prepares 1:1s, and helps with reviews. In performance reviews, Windy can reference it in self, peer, and upward review chats, and use it to frame suggestions in manager reviews. Windy always knows each document’s title and When to use note. To make Windy read a document in full, mention it in a chat in the Windmill Dashboard. See Reference people, Pulses, and documents.

The knowledge library

The library shows documents and folders in a table:
  • File: the document or folder name
  • Type: Folder or Document
  • Access: who can see it. See Sharing and access.
  • Usage (5w): how often Windy used the document each week, over the last five weeks
  • Last updated: when it last changed
Use search to filter by title. Folders expand in place.

Ways to add knowledge

  • Create a document in the Windmill editor. See Adding knowledge.
  • Upload a file, like a Word document, spreadsheet, or PDF. See Uploading files.
  • Link a Google Drive or Notion document. It stays in the source, and Windy uses the latest version. See Linked documents.

Usage

The Usage tab shows when and where Windy used your knowledge. You can switch between 7 days and 30 days, filter by Feature, and search by title.
You only see usage for documents you can edit. Entries show which document Windy used, when, and where. They never show who asked or what content Windy used.

Who can edit Company Knowledge

Admins and HR Admins can add, edit, and organize knowledge and see the Usage tab. Everyone else benefits from the knowledge through Windy but can’t change it.

FAQs

Windy uses a leveling framework, rubric, or competency matrix as general context. It doesn’t add the framework as explicit criteria to 1:1 prep or the review packet.Where it shows up:
  • Self reviews: Windy asks follow-up questions that help employees describe their impact against their level.
  • Manager reviews: Windy frames suggested observations and draft answers against the employee’s level.
  • 1:1s: The framework can inform Catch Me Up summaries, suggested topics, and Windy chats about an employee. Windy doesn’t add it to the shared agenda or 1:1 templates.
To make level expectations explicit, reference the framework where you want it:
  • Reviews: link or quote it in your review questions.
  • 1:1s: add a career growth section to your 1:1 templates.
A specific When to use note helps Windy reach for it, like “Reference when discussing an engineer’s level, scope, or promotion readiness.”
The When to use note tells Windy when a document is relevant. The Content is what Windy reads once it decides to use the document. If the note is vague or empty, Windy can miss a document that would help, so keep it specific.
Check two things:
  • The When to use note. If it’s missing or vague, Windy may not recognize when the document is relevant.
  • The folder’s access. Windy only uses a document for people who can see it. A folder only Admins and HR Admins can see won’t help anyone else. See Sharing and access.
The Usage tab shows whether Windy is using the document.