LeanDocs
Documents you create and maintain directly in LeanScaper AI.
LeanDocs are your native documents. Create SOPs, policies, guides, and any content your team needs to reference. Everything you build here becomes part of what Lana knows about your business.
Creating a LeanDoc
Go to LeanDocs in the sidebar
Click + Create
Give your document a title
Start writing
That's it. Your document saves automatically as you work.
Organizing with Labels
Labels help you categorize and find documents. A document can have multiple labels.
To add labels:
Open the document or click the three-dot menu from the list
Click Add/remove labels
Select the labels you want
To filter by label:
Click Filter at the top of the LeanDocs list
Select a label to see only matching documents
Labels are for organization only. They don't affect who can access a document.
Setting Access
Control who can see each LeanDoc using the access dropdown.
Built-in roles:
Employee - Anyone on your team
Finance Admin - Finance team and admins only
Admin - Admins only
Custom groups: Your crew groups and other custom groups appear below the built-in roles. Select a group to restrict access to those members.
Access controls affect Lana's knowledge. If someone doesn't have access to a document, Lana won't use that document's content when answering their questions.
Finding Documents
Search: Use the search bar to find documents by title or content.
Sort: Click Sort to order by title or last updated.
Filter: Click Filter to show only documents with specific labels.
Ask Lana: You can also ask Lana about your LeanDocs directly. "What does our SOP say about..." or "Find the document about overtime policy."
Referencing LeanDocs Through Lana
When you ask Lana questions, she draws from your LeanDocs automatically. But AI isn't always perfect at finding the right content.
Be specific when needed. If Lana's answer seems off or generic, try directing her more explicitly:
"Look in my employee handbook for the overtime policy"
"Check the client complaint SOP"
"What does the Johnson property prep document say about..."
The more specific you are about where to look, the more accurate Lana's answers become.
What to Create
LeanDocs work well for content you want to build and maintain over time:
Standard operating procedures
Company policies and handbooks
Service descriptions and pricing
Ideal customer profiles (ICPs)
Marketing copy and messaging examples
Examples of what "good" looks like (proposals, emails, processes)
Strategy documents and plans
Client communication templates
Competitive intelligence
Meeting notes that others need to reference
Tip: When you find yourself explaining the same thing twice, that's a signal to create a LeanDoc. Capture it once, and the knowledge scales.
Related Pages
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