What the AI Knows About Your Team
By default, the AI can see:- Team member names and roles stored in Stage
- Any RACI assignments tied to activities and processes you’ve documented
If something isn’t documented, the AI can’t infer it. Ask your admin to update Stage or your Master Prompts whenever you need more detail surfaced in chat.
Finding the Right Person
One of the most common uses is finding out who to contact:By Responsibility
“Who is responsible for approving marketing budgets?”
By Process
“Who owns the customer onboarding process?”
By Department
“Who manages the IT department?”
By Skill
“Who has experience with vendor negotiations?”
Example Questions
Finding Process Owners
Finding Process Owners
You: “Who owns the expense approval process?”AI: “If that process entry includes an owner or RACI assignment, I can tell you who it is. For example, when the process is documented with Jennifer Martinez (Finance Manager) as accountable, I’ll respond with her name and responsibilities. If no owner is listed, I’ll let you know it isn’t documented yet.”
Understanding Reporting Structure
Understanding Reporting Structure
You: “Who does the marketing team report to?”AI: “The marketing team reports to Sarah Thompson, the Marketing Director. Her team includes:
- Content Marketing Lead: Alex Chen
- Digital Marketing Specialist: Maria Rodriguez
- Marketing Coordinator: James Wilson”
Finding Backup Contacts
Finding Backup Contacts
You: “Who should I contact if the sales manager is unavailable?”AI: “If David Kim (Sales Manager) is unavailable, you should contact:
- Primary backup: Lisa Johnson (Senior Sales Representative)
- Escalation: Robert Chen (VP of Sales)”
Understanding Team Capabilities
Understanding Team Capabilities
You: “Which team members have experience with international contracts?”AI: “Three team members have documented experience with international contracts:
- Jennifer Martinez (Finance Manager) - 8 years experience
- Michael Brown (Legal Counsel) - 5 years experience
- Sarah Thompson (Marketing Director) - 3 years international partnerships”
RACI Information (When Documented)
Whenever an activity or process in Stage includes RACI assignments, the AI can repeat them back:Department and Team Queries (If Provided)
If your team has documented org charts or department notes inside Master Prompts or the knowledge base, the AI can surface that information:- “How many people are on the customer success team?”
- “What teams are part of the operations department?”
- “Who are all the managers in the company?”
- “Show me the IT department structure”
Example Response
Finding Expertise (When Listed)
Skills or expertise must be captured somewhere—either as part of a documented process, inside a Master Prompt, or in your knowledge base. Once that’s done, you can ask for the right person:Understanding Workload
Workload descriptions come from your documented RACI assignments and SOPs. If they’re up to date, the AI can summarize who’s involved:Cross-Team Collaboration (Based on Documentation)
Ask how teams interact only if those touchpoints are described in your processes or Master Prompts:- “Which teams collaborate on product launches?”
- “Who from legal works with the sales team?”
- “What’s the handoff process between sales and customer success?”
The AI shows formal documented relationships. For informal collaboration or recent team changes not yet documented, check with your manager or HR team.