Urooj Haider
Product design and strategy @

Kodex, an Intelligent Knowledge System

A B2B SaaS platform that helps companies transform their scattered team knowledge into a fully searchable, AI-summarized, and transcribed video repository.

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Quarterly Roadmap: What’s Coming NextSarah Smith190 Views · a month ago
Filing Expenses: Step-by-Step GuideHarry Mic102 Views · a month ago
Video 4: Onboarding Overview with Alvin HWalker Lee218 Views · 2 months ago
Weekly team standup: progress and blockersJennifer K.333 Views · 2 months ago
Financial Accounting EssentialsJordan Smith2003 Views · 2 months ago
Supercharging Productivity with AIJimmy Carter1016 Views · 2 months ago
Fireside chat with company leadershipJohn M. Ronald1610 Views · 2 months ago
Roundtable Discussion: Remote CultureJimmy Carter421 Views · 2 months ago

Chronicle – Stunning Stories. Made effortlessly

UUrooj HaiderJust now · 0 Views
#Productivity#Artificial Intelligence
DescriptionAttached Documents 01

Chronicle – Stunning Stories. Made effortlessly. A quick walkthrough of how Chronicle turns raw ideas into pitch-ready narratives.

TranscriptAI Summary
Search the transcript
Transcribing…

Hey everyone, today I want to give you a quick walkthrough of Chronicle and show you how it transforms the way we build

visual presentations and tell compelling product stories. When we set out to build Chronicle, our primary goal was simple:

eliminate the friction between having a great idea and turning it into a polished, pitch-ready narrative.

Instead of spending hours tweaking layouts or wrestling with formatting, Chronicle uses smart content blocks

and adaptive designs so you can focus on the story.

SYNOPSIS

The video introduces Chronicle, an AI-powered presentation platform designed to transform raw ideas and structured documents into interactive, visually compelling story decks.

VIDEO SUMMARY

The speaker demonstrates how Chronicle helps creators, founders, and teams turn scattered notes, outlines, and key insights into clear, interactive visual presentations.

HIGHLIGHTS

Instant Text-to-Slide Generation: Transforms raw notes, docs, and outlines directly into structured slides.

Members (4)

Onboard all your team members here.

FM
Fareeha MohsinIT departmentEngineeringCreated on: March 1, 2023Member
⋮
SS
Sarah SmithMarketingMarketing @ NewCoCreated on: March 1, 2023Admin
⋮
HM
Harry MicFinanceFinance teamCreated on: March 1, 2023Member
⋮
WL
Walker LeeEngineeringPlatform teamCreated on: March 1, 2023Member
⋮

Departments (3)

Create all company departments here.

Finance
+5 Members
Created on: March 1, 2023
Engineering
+8 Members
Created on: March 1, 2023
Marketing
+4 Members
Created on: March 1, 2023

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Tags
Artificial Intelligence
Productivity
Company Communication
Memo
Department Communication
News
Internal Systems
Financial PerformanceQuickbooksSalesforce
Onboarding
First DayMarketing SystemsNew Member Onboarding
Technical Skills
Financial Modeling

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Financial Accounting EssentialsJordan Smith2003 Views · 2 months ago
Fireside chat with company leadershipJohn M. Ronald1610 Views · 2 months ago
Roundtable Discussion: Remote CultureJimmy Carter421 Views · 2 months ago
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Screen & Camera
Your team’s knowledge lives in scattered videos
ClientZein Zoulfikar (Financial Sponsors Group, J.P. Morgan)
IndustryAI knowledge platform, SaaS product
TimelineSeptember 2024 – January 2026
My RoleLead Developer and Designer

Overview

As organizations grow, so does the knowledge their teams create. Yet much of that stays confined to a few team members, ends up deep in Slack threads, or in some shared Google Doc.

My approach

To address this, I led the end-to-end design and development of Kodex. Starting with qualitative user research, I worked closely with cross-functional teams to build an enterprise platform that provides institutional knowledge with a permanent, searchable home.

Problem

Knowledge was scattered across people and tools.

Research showed that employees weren’t struggling because information didn’t exist; they struggled because it was scattered.

Little figure carrying a heavy stack of books01Docs too long to skim
Phone showing a video call02Videos with no transcripts
Overwhelmed figure with papers flying everywhere03Resources split across Slack and email
My role

Lead Developer and Designer

I owned Kodex end to end, from the first user interview to launch, working closely with the client and cross-functional teams.

Research

Ran 10 in-depth interviews, created user personas and a competitive analysis.

Product

Turned research insights into features and prioritized them with the client.

Design

Designed the flows, wireframes and high-fidelity prototype.

Engineering

Led development and launched the product in January 2026.

Research

What the interviews revealed

I talked to 10 professionals across product, engineering, design and operations about how they find information, share context and work together day to day.

10 in-depth interviewsProduct, engineering, design & operationsAffinity mapping4 themes
Theme 01

Knowledge is shared informally

Answers are given live in calls and huddles, then they disappear.

  • Most of the time I just jump on a quick Zoom or Slack huddle and walk someone through it.
  • Sometimes I’ve explained the same process multiple times, just to different people in different calls.
  • We’ve shared a lot of knowledge through recordings, but there’s no real system to organize or reuse them.
  • We use Loom a lot, but those videos just get buried in Slack threads after a while.
Theme 02

Work is often repeated

The same walkthroughs get repeated for every new person.

  • Sometimes I’ll think, ‘didn’t I already explain this last week?’ but there’s no way to reuse it.
  • Every time someone new joins, we go through the same walkthroughs again from scratch.
  • We don’t really have a place to point people to, so we just keep explaining things over and over.
  • For onboarding, it’s basically the same set of calls repeated for every new person.
Theme 03

Knowledge lives in people

A few people hold the context, so everyone pings them.

  • On our Gen AI team, only [redacted] really knows how the prompt pipelines are set up. If something breaks, everyone just pings him.
  • We have documentation, but honestly, it is not up to date. We just ask whoever worked on it last.
  • A lot of our internal tools were built quickly, so the knowledge never really got written down, it’s just passed along.
  • Even for simple things, like how to run certain scripts, I still double-check with someone instead of trusting the docs.
Theme 04

Documentation is unreliable

Docs go stale fast, so nobody trusts them.

  • We have a Notion page for most things, but honestly, I don’t trust it. Half of it is outdated or missing steps.
  • We created a bunch of docs when we started, but no one really goes back to update them.
  • Some of our internal tools are documented, but only at a high level. The actual details are just learned through experience.
  • We’ve had cases where new hires followed the docs exactly and still got stuck because steps were missing.
Synthesis

Not a lack of knowledge.
A lack of access.

The four themes weren’t separate problems. Each one fed the next, so the same knowledge kept getting lost and explained again.

Huddle#eng-onboarding14:32
Not recorded
01Knowledge is shared informallyAnswers are given live in calls and huddles, then they disappear.
Deploy pipeline: setup
Last edited 11 months ago
  1. Clone the repo
  2. Install dependencies
  3. Run setup.sh
02Documentation is unreliableDocs go stale fast, so nobody trusts them.
Direct messages
DanaKnows how the pipeline works
12
quick q about the prompt pipeline
how do I run the eval script?
03Knowledge lives in peopleA few people hold the context, so everyone pings them.
Onboarding walkthrough
Mar 3Walkthrough, new hire45 min
Mar 17Walkthrough, new hire45 min
Apr 2Walkthrough, new hire45 min
04Work is often repeatedThe same walkthroughs get repeated for every new person.

Kodex breaks the loop at step 01: record a walkthrough once, and it never has to be repeated.

People

User Personas

Two personas synthesized from the interviews above.

Dana
DanaTeam lead, tired of repeating herself
Age
34
Occupation
Engineering team lead
Location
Austin, TX
Team size
12 people
Tech literate
High
“Sometimes I’ll think, didn’t I already explain this last week?”

Personality

OrganizedMentorDirect

Bio

Dana has led a team of 12 for four years. Most weeks, a real chunk of her time goes to re-explaining the same onboarding steps and decisions to whoever asks next.

Core needs

  • A way to point people to an answer instead of re-explaining it live, every time
  • A single source of truth for how her team’s past decisions were made

Frustrations

  • Repeat questions eat into her week
  • The docs that do exist go stale fast, so nobody trusts them
  • She’s become “the answer” for things that should just be searchable

Tools used daily

Malik
MalikNew hire, missing the tribal knowledge
Age
24
Occupation
Junior ML engineer
Location
San Francisco, CA
Tenure
2 months
Tech literate
High
“If something breaks, everyone just pings Dana.”

Personality

CuriousSelf starterCautious

Bio

Malik joined the Gen AI team two months ago. He’s sharp and self-sufficient, but keeps hitting walls where only one senior teammate actually understands how something works.

Core needs

  • A searchable record of decisions and processes, not just a person to ask
  • A way to ramp up without waiting on someone else’s calendar

Frustrations

  • Undocumented systems where one person holds all the context
  • Feeling like he’s bothering people with basic questions
  • No way to tell if an answer he found is still current

Tools used daily

Ideation

Designing a closed-loop knowledge ecosystem

Capturing knowledge and finding it couldn’t be solved separately, so I sketched the whole flow first: from recording a walkthrough to a teammate finding it weeks later.

Dashboard · lo-fi
1
  1. 1Every video is recorded and tagged automatically
Video page · lo-fi
1234
  1. 1Large video display, front and center
  2. 2Transcript and AI summary tabs
  3. 3Transcripts generated with the OpenAI Whisper API
  4. 4Tags so videos are easy to search
Key decisions

Two calls that shaped Kodex

Decision 01

Video first, not docs

Instead ofLong written documentation
I choseOne-click recording

Most participants preferred recording a video over writing and updating long docs. Making recording the easiest action meant knowledge would actually get captured.

Decision 02

Searchable from day one

Instead ofVideos you have to rewatch
I choseAutomatic transcripts

Video alone would recreate the problem: long recordings nobody can search. Because I was also building Kodex, I chose the OpenAI Whisper API so every recording is transcribed and searchable as soon as it’s uploaded.

Designs

From insights to interface

Every feature maps back to a pain point from the research.

01

Capture knowledge instantly

Most participants preferred recording a video over writing long docs, so in Kodex, recording is the easiest way to share knowledge.

Solves: docs too long to skim
Recording02:14
Kodex dashboard with Record Video
02

Turn conversations into searchable transcripts

Every recording is transcribed automatically, with timestamps, so any moment can be found by search instead of rewatching.

Solves: videos with no transcripts
Kodex video page with a timestamped transcript
03

AI summaries that drive clarity and action

Summaries surface the key decisions and next steps, so teams get the point in seconds.

Solves: rewatching recordings for one detail
✓Summary ready
Kodex video page with the AI summary tab: synopsis, video summary and highlights
04

Organize knowledge across teams

Videos are grouped by team and department, so people find what’s relevant and ownership stays clear.

Solves: knowledge stuck with a few people
Finance+5 members
Kodex departments
05

Structure knowledge with categories and tags

Instead of getting buried across tools, recordings are tagged and categorized so teams can find them instantly.

Solves: resources scattered across tools
#Onboarding#First Day
Kodex categories and tags
Outcome

Launched in January 2026.

Watch the 5 min demo ›
Lessons & takeaways

What I’m taking with me

01The real problem is often not the one you’re handed.

I expected a documentation problem. The interviews showed knowledge already existed; people just couldn’t get to it. That reframe shaped every feature.

02Lower the effort, and people will share.

People weren’t avoiding sharing knowledge; they were avoiding writing it down. Making recording one click mattered more than any feature on top of it.

03Designing and building together leads to better decisions.

Because I was also the developer, I knew early what was feasible, like transcription with Whisper. That let me design around real constraints instead of assumptions.

04 · Next timeDesign for the habit, not just the feature.

Recording is easy, but making it routine is the hard part. I’d explore capturing knowledge directly inside Slack and Zoom, where teams already work.

“I often present a problem and give her the autonomy to devise a solution, one that is almost always spot on and requires minimal iteration.”

Zein Zoulfikar · Financial Sponsors Group, J.P. Morgan
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