『How Do I Index Sales Collateral So My Team Can Find It?』のカバーアート

How Do I Index Sales Collateral So My Team Can Find It?

How Do I Index Sales Collateral So My Team Can Find It?

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概要

Murali asked: "I run a 600-person software dev agency. How do I index our sales material so my team can actually find what they need?"

Before jumping to AI, ask: is this a process problem or a familiarity problem? When the people creating docs aren't the ones searching, semantic search creates real leverage.

Ask your own question at DearBen.ai.

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# SHOW NOTES

• First question: is this a structure problem? At 600 people with creators ≠ searchers, it's not
• Lindy gives full visibility into prompts — you can tweak and experiment, not just hope it works
• The agent builder gets you 85% there; you course correct the rest
• Use a smaller model for retrieval — it's not reasoning, save budget for generation
• 5-minute setup: Google Drive → Lindy → Slack integration
• Future extension: calendar triggers that auto-fetch docs before meetings

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# TOOLS MENTIONED

• Lindy AI — automation platform with prompt visibility and agent builder
• Fireflies — AI note-taker with real-time knowledge base features (bonus)

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# ABOUT DEARBEN.AI

Practical AI for CEOs who don't have time to become AI experts.

Ben Fisher — 2× CEO, 3× CTO.
A founder-to-founder experiment answering real AI questions from operators running real companies.

Ask yours at https://DearBen.ai

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# CONNECT

Website: https://DearBen.ai
LinkedIn: https://fshr.co/profile
X: https://x.com/skinnyandbald


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