Monthly Memory Update Process

1 Pre-Update Prep (What to Collect Before You Touch Anything)

Before the monthly cycle begins, gather the following from team leads / dashboards:

• New Products or Features added
• Policy or Pricing Changes
• Fresh Offers / Campaigns
• Expired or Ending Promotions
• New FAQs surfaced from chat logs
• User pain points noticed during the month
• Data mismatches (places where the AI contradicted reality)

This becomes your “Update List.”

2 Update Steps (Based on Tool Used)

Three pathways depending on the system you’ve chosen.

A. If Using Google Drive (Docs/Sheets)

1. Open the Master Index Sheet
2. Locate the category (Pricing, Refunds, Policies, etc.)
3. Open the linked document
4. Update the content