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Taksha

How does a company
find what it knows?

Knowledge management for organizations: keeping the judgement, not just the files.

built with Aarya
Taksha home dashboard Taksha University Agents Hub Project timeline home
01 · the problem

Every company forgets.

This one found me before I went looking. Day one of my Info Edge internship (the same summer as case 03): a laptop, a Slack account, and a polite avalanche.

The PRD was in Confluence. Decisions in Slack. Tickets in Jira. Numbers in Sheets. The context was in someone's head, and that someone was in meetings until Thursday. A year later, Aarya and I compared internship notes and found the same wound in both.

Me on day one at the Info Edge office day 01 · fresh & clueless
Aarya on day one at the Microsoft office aarya · same summer

Where does what-we-know actually live?

new joinee

“where's the latest PRD?”

slack

“check notion. or the deck. maybe both.”

same joinee

“found three versions. which one is real?”

the senior

“just hop on a call, it's faster if I explain.”

Many tools.
Zero memory.

Every answer exists somewhere. Nobody knows where, and the person who does is the bottleneck.

skipped on mobileA pinned scene of six tools and four overheard quotes colliding as you scroll, it needs the room to feel like chaos. The short version: every answer exists somewhere, nobody knows where, and the person who does is the bottleneck.

And this isn't an intern problem. It's an industry-sized tax that shows up in every study we could find:

0%

of every work week is lost hunting for information

Donut chart showing 29 percent Cottrill Research
500+ hours per month

won back by Duolingo by fixing internal search

Work AI

Only 0% of employees say onboarding actually works.

Bar showing 12 percent Gallup
75 percent call knowledge management critical, 9 percent feel ready to act
call KM criticalfeel ready to act
Deloitte

When experts leave, decades of tacit insight walk out too

Businesswire

Companies don't lose files. They lose judgement: the why, the almost, the “we tried that in 2022”.

Explicit Knowledge: Knowing what

Structured. Easy to document. Easy to share.
Policies, manuals, tutorials, databases, memos

Implicit Knowledge: Knowing how

Applied through practice and context.
Learnings from shadowing, repeated tasks, internalized logic

Tacit Knowledge: Knowing why & when

Intuitive. Experience-driven. Hard to codify.
Judgement, culture, team memory, mental models, unspoken know-how

And tacit is the toughest to capture, the layer no document, wiki or handover call ever reaches.

the uncomfortable truth

The most valuable knowledge in a company has never been written down. Every tool waits for someone to write it down.

scoping the thesis · why india?

We anchored the thesis in Indian knowledge companies, not for convenience, but because the wound is deepest here:

Scale

5M+ knowledge workers

And a SaaS market racing to $50B. Every one of those companies is compounding the same forgetting.

Attrition

IT attrition ≈ 15%

Every exit drains hard-won know-how. At Indian churn rates, memory loss is a quarterly event.

AI-readiness

92% use AI at work

Yet 54% of leaders have no knowledge-management plan. Appetite without infrastructure.

Culture

47% feel job-insecure

Insecurity breeds knowledge hoarding, sharing what you know can feel like training your replacement.

the problem we arrived at

The gap isn't retrieval, it's capture. The knowledge that runs a company never gets written down, and nobody is rewarded for sharing it.

so, the brief we set ourselves

Give organizations a memory that compounds: capture what teams learn, keep it alive, and serve it back in the flow of work.

A brief isn't an answer. Desk research could name the problem, not why people stay quiet. So we stopped reading and went to ask.

we couldn't be the only ones who noticed, so…

How are companies solving this today?

next · we went and asked
02 · research

How teams actually remember

They are, and that was worth knowing, a whole category already exists. The problem was validated before we drew a thing. What none of it closed was the gap we kept falling into.

primary · people

We sat with the people who lose the context

18 sessions · 5 companies
  • One-to-one interviews with ICs, seniors and managers
  • Screen-share tasks, “show me how you'd find X”
  • Think-aloud inquiry during real work, then thematic analysis
secondary · desk

Then checked it against what the field already knew

40+ papers, reports & teardowns
  • Academic KM literature and industry reports
  • Competitive benchmarking across the KM landscape
  • Rollout post-mortems, the ones that stuck and the ones that didn't
what we kept hearing

“Even if the docs are there, I don't know where to start.”

new joinee · product

“Honestly? I just ask the senior sitting next to me. It's faster.”

engineer · 8 months in

“Documentation is nobody's job. So it becomes everybody's regret.”

engineering manager

“When our analytics lead left, half the funnel context left with her.”

product manager
01

Capture is the bottleneck

Writing things down is extra work with zero reward. Knowledge gets shared in meetings and DMs, the places no wiki ever sees.

02

Retrieval is role-blind

The same wiki greets an intern and a CTO identically. Nobody gets knowledge shaped to their role, project or level of context.

03

Onboarding is apprenticeship

New joiners learn by shadowing seniors. It works beautifully, and scales terribly, taxing the exact people with the least time.

the landscape

The industry is racing to search documents. Almost nobody is capturing what never becomes one.

We scored the tools companies actually buy against our workflow maps. Strong products, all of them, all stopping at the same wall:

Glean

enterprise search

The reference for retrieval: permission-aware search across 100+ tools.

Searches what's been written, never what was said or decided.

Guru

verified wiki

Verification and staleness alerts keep answers trustworthy.

Runs on manual curation, and nobody has a reason to curate.

Notion AI

workspace Q&A

Excellent answers, if your team already lives in Notion.

Workspace-locked. Slack threads and meetings stay invisible.

Microsoft Viva Topics

big-tech attempt

The most ambitious capture attempt: auto-topics across the M365 graph.

Retired in 2025. Even Microsoft couldn't make passive extraction stick.

capability GleanGuruNotion AITaksha
AI retrieval across toolsone query, every system~~
Captures tacit knowledge at the sourcethe "why", not just the doc
Surfaces who to ask, not just whatownership as a first-class object
Incentives to contributewriting back is rewarded, not chores
Project & decision memorythe trail behind a shipped call~~
Flags stale or contradicting knowledgememory that ages honestly~
native~ partial absent
the differentiator

Better search wins a feature war. Whoever solves capture + motivation owns the category, because they own the supply of knowledge itself.

design decision

Everyone was fighting over retrieval, so we went after supply instead: get knowledge out of heads without asking anyone to write documentation, and make sharing feel like winning rather than training your replacement.

03 · the process

Designing a memory, not an app

A system this broad dies the moment it becomes “a bunch of screens”. So we built it in a fixed order, and refused to draw a single screen until the first three steps held.

  1. Whotwo seats at opposite ends of the knowledge pipe
  2. Rulesfour tenets that outrank any screen
  3. Systemone diagram everything traces back to
  4. Surfacewhere that system had to live
  5. Namewhat we were actually building
  6. Screensmaps → objects → lo-fi → hi-fi
step 01 · who we designed for

Every flow got walked in two pairs of shoes, two seats at the same company, at opposite ends of the knowledge pipe:

Memoji of Aditya, the new joinee

Aditya · the new joinee

Week one, product analytics. Knows nothing about how this team works. Consumes knowledge; can't yet tell signal from noise.

knowledge sink
Memoji of the senior, winking

Yash · the senior

Five years in, carries half the team's context in his head. Everyone's favourite bottleneck. (Yes, we named him after me. Method acting.)

knowledge source
step 02 · the rules

With those two on the wall, each finding hardened into a rule that outranked any screen:

tenet 01

Capture at the source

Meetings, PRs, chats: knowledge gets caught where it's created, not where someone remembers to file it.

tenet 02

Live in the flow of work

No “knowledge portal” anyone has to remember to visit. Taksha meets you where work already starts.

tenet 03

Role decides the view

A new joinee and a senior never need the same answer. Context shapes everything served.

tenet 04

Sharing must pay

If contribution isn't visibly rewarded, the 47% who hoard will keep hoarding. Rationally.

step 03 · the one diagram

Four rules, four pillars. Everything below the pillars is plumbing the user never sees; everything above it is a face on one of the four:

Taksha
Recordingknowledge
Retrievingknowledge
Role-specificonboarding
Automationagents
🧠 Collective Company Brain + RAG framework + NLP
your datasourcesConfluence, GitHub, Jira, Slack, Gmail, Outlook, Teams, OneDrive, SharePoint, Drive, Figma, Dropbox, Salesforce, Workday, Google, Miro, Asana and Zendesk17 connectors at thesis scope, read-only, permission-aware
your cloudGoogle Cloud and AWSknowledge never leaves your walls

Every screen in chapter 04 is one of these pillars wearing a face. That was the test I kept applying: if a screen can't point to its pillar, it's decoration.

guide checkpoint · mid-review

“The system diagram is the thesis. The screens are just proof it can exist.”

Our guide, Prof. Dr. Pratul C. Kalita, signed off on the direction at mid-review with one condition, every feature demo had to trace back to a pillar and a research finding. It became our editing knife.
step 04 · where it lives
the obvious move

Another web app

One more tab to forget, one more login to skip. Knowledge tools die of “I'll check it later”.

step 05 · the name
तक्ष Takṣa Sanskrit · “to shape, to carve”

Takshashila (Taxila) is the oldest recorded university on the subcontinent: a place people travelled to because knowledge was kept, not hoarded. That was the ambition, so the name came from its root, takṣa: to shape raw material into something usable.

Which is the product's job. Raw material in, threads, tickets, half-decisions; something a new joinee can pick up out. Not a vault. A workshop.

step 06 · only then, screens

Only then the drawing, and by then it was almost mechanical: workflow maps per persona → an object model (Playbooks, Story Cards, Sparks) → lo-fi → hi-fi. Weekly guide reviews and hallway tests on classmates who'd just come back from product internships kept each pass honest.

04 · the design

Meet Taksha

Named after Taxila, the ancient university where knowledge compounded for centuries. The demo runs as a story in two seats: Aditya's first week, then the senior's worst Tuesday.

the surface

A new tab that opens as a briefing.

  • 01 today's meetings, tickets and gaps
  • 02 one question box, everything behind it
  • 03 zero new habits, it's the tab you already open
Taksha home: a personalized new-tab dashboard with meetings, Jira tickets and knowledge gaps surfaced

It opens like a briefing, not a portal: your meetings, your tickets, one flagged gap, one question, “what are we curious about today?”. Everything else hangs off that sentence.

seat 01 · pillar: role-specific onboarding

Aditya's first week

No orientation PDF. Taksha builds his first week for him. Four moments, in order:

01 day 01 · 09:04

A dashboard that knows him

His onboarding course, his meetings, his team's files, all assembled from role + project context before he asks for anything.

Aditya's onboarding dashboard
02 day 01 · 09:11

A course curated by AI

“Welcome Aboard: Product Analytics Starter”, generated for his exact role, then approved by a human lead.

Aditya's onboarding dashboard Personalized onboarding course card, curated by Taksha AI
03 day 01 · 09:26

A syllabus with receipts

12 lessons, 4 self-paced hours, a mentor one Slack click away. Every lesson traceable to real team files.

Course overview page with syllabus and mentor
04 day 01 · 11:40

Progress that pays

Sparks and badges land from the first module. Momentum is designed in, not hoped for.

Sparks, badges and assigned mentor
lessons, generated with receipts
A lesson page with video, progress and lesson rail
lesson 02 · video generated by Taksha AI from the team's own files
Callout: generated by Taksha AI from 14 files
every artefact shows its sources, “from 14 files” is a link, not a vibe
AI assistant extracting key points from the lesson
the assistant rides along: extract key points, ask anything, keep moving
design decision

No receipts, no render. Every generated artefact has to name its sources, and “from 14 files” is a link, not a reassurance. Testers stopped reading AI output as a rumour the moment they could click it.

learning by errand

Instead of a quiz about the tool, Aditya gets a real errand with a 30-minute timer:

05 day 03 · 14:02

The quest

“Your PM needs daily active users by platform, in 30 minutes.” Exactly the panic he'll face for real in week two.

Quest: find the DAU funnel query, 30-minute timer
06 day 03 · 14:09

The intended shortcut

Smart Search surfaces the team's vetted SQL snippet, endorsed by 12 peers, instead of twenty minutes of Slack archaeology.

Smart Search surfacing the vetted SQL snippet
07 day 03 · 14:21

The payoff

Right query, +10 Sparks, and the habit that matters: search the memory first, interrupt a human second.

Success state with +10 Sparks
pillar: retrieving knowledge · the university

Past week one, the same engine becomes a university built from the company's own memory.

Welcome to University: courses, quests and leaderboards
courses continue past onboarding, create a course or generate a video from a prompt
Smart picks and made-by-peers courses
“made by peers”, case studies and playbooks published by teammates, endorsed like PRs

Same engine, three jobs: ramping up new joinees, moving people between squads without the three-week context beg, and turning exit interviews into capture instead of goodbyes.

smart search, everywhere
Smart Search results for an OKR template query with filters and endorsements
one query, ranked by peer endorsement, with “why this result?” a click away
table stakes, but ours shows its work
seat 02 · pillars: recording + automation

The senior's worst Tuesday

Back from two weeks of leave, coffee still brewing, and this lands in his inbox:

Email from the CPO asking for a report on the onboarding project for the 4pm leadership meet a report. on a project he missed. by 4pm.

The old version of this: two hours of Slack scrollback, three “quick calls”, a deck assembled from fear. The Taksha version is a walk through the project's memory:

pillar: recording · playbooks
Playbook collections organised by department, vertical and project
playbooks · the company's memory, filed by project, vertical and department
playbooks as a living system, not a graveyard of docs
Daily work
Project playbooks
Departmental playbooks
New projects
+ retrieval & automation
Playbook document view with tacit insight story cards and decision threads
story cards, tacit insights caught from meetings, each with source + summary. decision threads with dated rationale.
Playbook canvas view for faster visual consumption
same memory, spatial view: for the people who think in maps, not documents
Playbook dashboard with a knowledge health score of 87 out of 100
every playbook carries a knowledge-health score: coverage, freshness, linked assets
he spots it: one meeting's insight is missing
where story cards come from

Capture happens where knowledge is born, mid-meeting, not in a doc nobody writes.

Taksha AI in a Google Meet call prompting to capture the onboarding-email formula as a template
Taksha AI rides along in Meet: hears “can we save that somewhere?” and offers Record Insight. One click, sourced and timestamped
design decision

Viva Topics scraped quietly and died quietly. So capture asks for one human yes, and it asks in the second someone is already thinking “can we save that somewhere?”

project memory · the timeline

Every project keeps a queryable spine of what happened while he was away:

04 tue · 10:12

The project space

Chats, quick links, calendar and mentions for “New user onboarding 2.0”. One address for the whole effort.

Project space for New user onboarding 2.0
05 tue · 10:19

The timeline view

Kickoff → feedback → direction change, as nodes with attached files, owners and Slack threads.

Expanded timeline view with project kickoff node
06 tue · 10:31

Zoom into any node

The mid-milestone review: demos shown, feedback recorded, and the exact quote that changed direction, timestamped.

Checkpoint review node with demos, feedback and task assignment
07 tue · 10:44

Approve what enters memory

Pending playbook entries wait for a human yes. The memory stays curated, not scraped.

Playbook admin control with pending entries
Timeline options: summarise timeline, edit mode, node filters
summarise the whole timeline, or filter to just the nodes that mattered
Timeline search: where did we change direction?
the timeline is queryable in plain language, “where did we change direction?”
pillar: automation · agents

Then the memory starts working for you: agents that turn retrieved knowledge into finished chores.

Agents Hub with personal and community agents like Daily KPI Digest and Meeting Minute-Maker
the Agents Hub, build your own, or borrow the community's (Meeting Minute-Maker, Stale Story Card Notifier…)

His 4pm report? BriefBot reads the PRs, the Jira tickets and the team's tone of voice, and returns a Slack-ready brief. Draft compiled in ≈ 25 seconds; the manual version took him 40 minutes last quarter.

BriefBot retrieving knowledge: PRs fetched, Jira synced, voice polished
“release notes for v3.4.0, user-visible changes, our friendly tone”, watch it fetch, sync, polish
BriefBot's ready-to-share release brief with share to Slack
a share-ready brief with a “share on #release” button, 40 minutes of collation, gone
the incentive layer

If sharing doesn't pay in something visible, the 47% who hoard keep hoarding, rationally. So: a Spark for the act, a constellation for the pattern, a galaxy for the quarter.

Night-sky diagram: single sparks at the top, sparks linked into constellations in the middle, a dense field of galaxies below
01

Sparks

Every captured insight, endorsed answer or finished quest mints a Spark, one unit of “I made the memory richer.”

1 act · 1 spark
02

Constellations

Endorsed sparks link into constellations: visible patterns of what a team actually knows.

many sparks · 1 pattern
03

Galaxies

Over quarters, constellations settle into galaxies, a searchable sky of company memory.

a quarter · 1 sky
Contributor profile with contributions, sparks, achievements and leaderboards
the contributor profile, sparks, endorsements and leaderboards make sharing visible
the guardrail

Sparks reward usefulness, scored by peer endorsement, never volume. Pay for volume and you've designed a spam machine with badges.

All of it came together as a role-played prototype, Aditya's week and the senior's Tuesday, demoed end to end.

05 · learnings

What the thesis taught us

Taksha is a thesis, not a shipped product, so the honest scoreboard is what it proved, what it taught, and what we'd bet on next.

the room's verdict

The capture-to-incentive loop landed as the strongest idea in the final jury.

Prof. Kalita backed the direction at every review; his consistent push was rigor, trace every screen to a finding. The jury's read matched our research bet: retrieval is everywhere, supply is the open problem.
as a designer
01

Systems before screens

The four-pillar diagram did more editing than any critique. When a screen couldn't name its pillar, it died, and the product got sharper each time.

02

AI needs receipts

Trust in AI output is a design problem, not a model problem. “Generated from 14 files”, clickable, changed how testers treated every answer.

03

Incentives are design material

The sparks economy needed balancing like a game: reward usefulness, not volume, or you've designed a spam machine with badges.

04

Role-play beats feature tours

Demoing through Aditya and the senior forced every feature to earn a place in someone's day. It's how this case study is written, too.

as a business
01

The gap is supply-side

Glean, Guru and Notion fight over retrieval. Capture + motivation is an open category, and the moat compounds, because memory does.

02

Onboarding is the wedge

“Cut ramp-up from 3 months to 3 weeks” is a number a CFO can love. Land there, expand into the full memory.

what we'd validate next

Beyond the thesis: pilot with one real team and watch three numbers, time to a new joiner's first contribution, the endorsement rate on captured sparks, and whether the senior's interruption load drops. If those move, the rest follows.

next

Auto-generated case studies

Workstreams turned into branded, publishable stories.

next

Knowledge marketplace

Monetizing reusable agents and playbooks across orgs.

next

Voice-first interface

Hands-free capture and retrieval, in the hallway where knowledge actually moves.

credits

A two-person bachelor thesis, built with Aarya Ghodke.

Equal partners on every pillar, so this telling walks my half of it. Guided by Prof. Dr. Pratul C. Kalita, and named for a university that kept knowledge alive for a thousand years, which felt like the right bar for a company's memory.