SOLUTIONS · SMALL BUSINESS
Use AI for small business with shared Drive and Notion knowledge. Give your team’s AI tools the same company context.
What did we quote Northbank House last year?
The quote register records the agreed package and review date. The signed proposal contains the scope and price. 1
Quotes and pricing
What's our returns process?
The returns guide explains eligibility, approval and the next step for the customer. The operations owner maintains the policy. 1
Processes
Which sources should our team start with?
Connect the team folder, add the handbook and invite your colleagues. Their AI tools can then ask the same company knowledge. 1
Connect the documents you use first
Can staff read founder planning and private financial files?
The staff handbook is shared. Founder planning and private financial documents remain restricted. 1
Founder folders private
Your founders and operations share answers with sources.
Founders
What did we quote Northbank House last year?
On request
Which signed scope and price belong to the agreed package?
Before deciding
Source answer: The quote register records the agreed package and review date. The signed proposal contains the scope and price.
Sources: Quotes and pricing (Google Drive); Northbank House · Supporting notes (Notion).
Operations
What's our returns process?
Weekly
Who maintains the returns policy and approves the next step?
Before deciding
Source answer: The returns guide explains eligibility, approval and the next step for the customer. The operations owner maintains the policy.
Sources: Processes (Notion); Northbank House · Supporting notes (Google Drive).
Sales
Which sources should our team start with?
On request
Which handbook and team folder should colleagues start with?
Before deciding
Source answer: Connect the team folder, add the handbook and invite your colleagues. Their AI tools can then ask the same company knowledge.
Sources: Connect the documents you use first (Google Drive); Northbank House · Supporting notes (Notion).
Customer service
Can staff read founder planning and private financial files?
Weekly
Which staff guidance can the team read without founder or private financial files?
Before deciding
Source answer: The staff handbook is shared. Founder planning and private financial documents remain restricted.
Sources: Founder folders private (Notion); Northbank House · Supporting notes (Google Drive).
Founders
Where can I choose a team plan, and who manages our seats?
On request
Who manages the subscription and seats for our chosen plan?
Before deciding
Source answer: Choose the plan that fits your team on the pricing page. Billing managers control the subscription and seats.
Sources: A plan for your team (Google Drive); Northbank House · Supporting notes (Notion).
Operations
How much document context does HeyBrain send for a task?
Weekly
What context size and model input price should we use in the cost comparison?
Before deciding
Source answer: HeyBrain selects relevant context for each task. Compare input context costs using the amount you send and your model price.
Sources: Compare AI context costs (Notion); Northbank House · Supporting notes (Google Drive).
Search the quote register and signed proposal to reconstruct last year’s agreed package.
Find the agreed package and review date in the quote register, with scope and price in the signed proposal.
Search the returns guide and ask around for the policy owner before helping a customer.
Find eligibility, approval and the customer’s next step in the returns guide, maintained by the operations owner.
Collect the team’s sources and brief colleagues separately on which company knowledge their AI tools should use.
Connect the team folder, add the handbook and invite colleagues so their AI tools can ask the same company knowledge.
Check staff handbook access separately from founder planning and private financial files.
Use the shared staff handbook while founder planning and private financial documents remain restricted.
ONE CONNECTED BRAIN
Bring Google Drive, Notion and your uploads into one cited answer.
FOLLOW THE SOURCE
Open the citation. Read the original wording and surrounding detail.
PERMISSIONS IN EVERY ANSWER
Same question, different permissions. Review the request and sources in the access record.
Answers respect source access.
Set its scope. Revoke its key.
Review requesters, sources and access decisions.
Check provider data use and retention.
Connect your model to governed knowledge.
Review data handling, providers and international transfers.
Read the privacy policyLESS CONTEXT. LOWER COST.
HeyBrain sends only the context a task needs.
FAQ
The quote register records the agreed package and review date. The signed proposal contains the scope and price. Ask follow-ups in the same conversation and open each citation to check the surrounding detail, then share the source with colleagues who can access the same collection.
The returns guide explains eligibility, approval and the next step for the customer. The operations owner maintains the policy. Connect the relevant Drive folder or Notion pages, or upload documents, then follow citations to their original passages from the AI tools your colleagues already use.
Connect Google Drive, Notion and document uploads; Claude, Cursor and Codex ask your company knowledge through HeyBrain MCP. Keep decisions and references available where your team works. HeyBrain supplies knowledge; agents use their own tools for actions requested by the user.
People and agents receive answers from sources they can open. Workspace rules restrict the audience; each agent has its own key and scope. Administrators review requesters, times and source references in activity records alongside workspace membership and source access rules.
Connect your team’s current brief, decision notes and working guide, invite the people who need them and ask a familiar question. Open its source citations before expanding the collection. Align workspace membership and individual agent scopes with each team’s responsibilities.
HeyBrain sends only the context a task needs instead of repeatedly passing whole documents to your AI tool. Use the context calculator to compare the amount you send and your input price. Your team shares the same connected knowledge across tools, so every new conversation can start with the relevant passages and their sources.
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