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Rovo One-Page Cheat Sheet

Earn ACH-800: Rovo Fundamentals certificate

Updated
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Rovo One-Page Cheat Sheet
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I am an Engineer in love with software and writing code. I am super passionate about the reach of technology, and when it comes to conquering new frontiers, I want to be there in the forefront.

  • Purpose: Find information across platforms (Jira, Confluence, SharePoint, Google Drive, etc.).

  • Key Benefits:

    • Improves accuracy by tailoring queries.

    • Respects user permissions (only shows what you can access).

    • Supports filtering by app and contributor.

  • Features:

    • Knowledge Cards: Provide instant insights (definitions, summaries).

    • Multi-colored underline (Confluence): Rovo already has a definition.

  • Integrations:

    • SharePoint → Searchable directly in Rovo.

    • Google Sheets → Requires admin-added Google Drive connector.

  • Correction Method:

    • Use “bad response” feedback to report incorrect definitions.

Rovo Chat

  • Primary Use: Summarize content from multiple sources.

  • Getting Started: Open Rovo Chat and type a query.

  • Chat History: Users can review their own past chats.

  • Access Anywhere: Available via the Rovo Chrome Extension.


Rovo Agents

  • What They Do:

    • Automate workflows and repetitive tasks.

    • Triage requests.

    • Generate project updates from Jira.

  • Creation (No Code):

    • Built using Rovo Studio.
  • Automation:

    • Can be added to automation rules.

    • Support scheduled tasks (e.g., weekly summaries to Slack).


Rovo Studio

  • Purpose: No-code / low-code tool to create Rovo Agents.

  • Audience: Non-developers and business users.


Rovo Chrome Extension

  • Main Advantage:

    • Access Rovo Search and Chat from any browser tab or public web page.
  • Does NOT:

    • Grant access to Google Drive or other tools by itself.

Teamwork Graph

  • Use Case:

    • Gain insights about team members, relationships, and work context.
  • Not For: Definitions or term explanations.


TCREI Framework

  • Evaluate & Iterate:

    • Review responses, identify gaps, and refine prompts.

Key Exam Reminders

  • Rovo never bypasses permissions.

  • Admins control connectors (Google Drive, SharePoint).

  • Users cannot edit definitions directly.

  • Automation + Agents = true hands-off workflows.