图书简介:
第一部分 ima筑基篇
第 1 章 初识ima:从安装到创建第一个知识库 ·······································.2
1.1 ima 安装与登录 ····························································.2
1.1.1 多端覆盖 ···························································.2
1.1.2 下载和安装 ························································.3
1.1.3 极简注册与登录 ··················································.4
1.2 ima 页面:认识你的“第二大脑” ····································.4
1.2.1 ima 首页整体布局 ················································.4
1.2.2 ima 四大核心功能 ················································.5
1.2.3 功能快捷入口 ····················································.10
1.2.4 个性化设置 ·······················································.12
1.2.5 移动端速览 ·······················································.13
1.3 认识 copilot:你的专属 AI 助手·······································.13
1.3.1 copilot 核心优势 ·················································.13
1.3.2 copilot 页面及设置 ··············································.14
1.3.3 copilot 与 WorkBuddy 的不同 ·································.17
1.4 开启你的 ima 之旅························································.17
1.4.1 启动第一次 ima 对话 ···········································.18
1.4.2 创建第一篇专属笔记 ···········································.21
1.4.3 创建首个个人知识库,并启动库内对话 ···················.25
1.4.4 开始与 copilot 的第一次对话··································.30
1.5 动手实践:ima 落地检查清单 ·········································.30
第 2 章 搭建ima知识库:让“第二大脑”更有序··································.31
2.1 你是否也遇到过这些难题···············································.31
2.2 底层逻辑:放弃“图书馆静态分类”,拥抱 IRAP 动态架构 ··.32
2.2.1 从“图书馆静态分类”到“知识动态架构” ·············.32
2.2.2 PARA 方法:按用途与使用活跃度分类····················.33
2.2.3 从 PARA 到 IRAP:面向 AI 时代的四层架构·············.34
2.2.4 知识库搭建的三项核心原则 ··································.36
2.3 开箱即用规则:一张规则卡,让四层架构“各就各位”········.36
2.4 系统实操:把规则卡变成你的“第二大脑”·······················.39
2.4.1 结构:“文件夹 + 标签 + 搜索”三件套协同·············.39
2.4.2 实操建库:两种搭建方案按需选择 ·························.42
2.4.3 维护:让知识库养成有序运转的好习惯 ···················.44
2.5 动手实践:3 分钟落地规则卡 ·········································.45
第 3 章 沉淀知识:让“第二大脑”更强大··········································.46
3.1 你是否也遇到过这些难题···············································.46
3.2 底层逻辑:Resources → Area 知识流动模型 ·······················.47
3.2.1 知识流动的意义 ·················································.47
3.2.2 知识价值的四步闭环循环 ·····································.48
3.2.3 知识三大核心流向 ··············································.49
3.2.4 三大流向的优先级原则 ········································.50
3.3 开箱即用规则:Resources → Area 三大流转规则 ·················.51
3.3.1 规则卡总览 ·······················································.51
3.3.2 三大流转规则 ····················································.51
3.3.3 通用判定方法:流向“三问法” ····························.52
3.4 系统实操:素材加工与知识提炼······································.52
3.4.1 素材入库及筛选标准 ···········································.52
3.4.2 原始素材的初步加工 ···········································.53
3.4.3 提炼:把素材变成知识资产 ··································.58
3.5 动手实践:“双入口”对照实操实验································.61
第 4 章 共享知识:让知识流动起来 ··················································.63
4.1 团队知识共享的常见难题···············································.63
4.2 底层逻辑:从“个人大脑”到“团队公脑”,再到“开放大脑”64
4.3 开箱即用规则······························································.65
4.4 知识库实操·································································.66
4.4.1 共享知识库实操 ·················································.66
4.4.2 订阅与发布知识库 ··············································.69
4.4.3 知识库的三种形态 ··············································.73
4.5 知识库使用风险及应对··················································.73
4.6 动手实践:落地卡片·····················································.74
4.7 走向 WorkBuddy ··························································.75
第二部分 ima+WorkBuddy联动篇
第 5 章 初识WorkBuddy,从安装到完成第一个任务 ·····························.78
5.1 WorkBuddy 安装和登录 ·················································.78
5.1.1 WorkBuddy 下载与安装 ········································.78
5.1.2 WorkBuddy 登录与多端使用 ··································.79
5.2 WorkBuddy 页面:四个区域各司其职 ·······························.80
5.2.1 核心功能区 ·······················································.80
5.2.2 任务管理区 ·······················································.81
5.2.3 人机对话区 ·······················································.81
5.2.4 预览编辑区 ·······················································.81
5.3 产物:一切操作以输出为导向·········································.82
5.3.1 WorkBuddy 支持的文件格式 ··································.82
5.3.2 文件格式多样性的价值 ········································.83
5.4 对话:WorkBuddy 任务配置 ···········································.83
5.4.1 材料输入 ··························································.84
5.4.2 能力配置 ··························································.85
5.4.3 空间设置 ··························································.87
5.5 上手:完成 WorkBuddy 第一个任务 ·································.87
5.5.1 WorkBuddy 场景任务 ···········································.87
5.5.2 巧用模板制作年终总结 PPT ··································.89
5.6 动手实践:WorkBuddy 上手检查清单 ·······························.91
第 6 章 解构WorkBuddy能力全景图 ··················································.92
6.1 空间能力:工作空间、远程控制与连接器··························.92
6.1.1 工作空间:WorkBuddy 的数字工位 ·························.93
6.1.2 远程控制:走到哪里,WorkBuddy 跟到哪里 ·············.96
6.1.3 连接器:将 WorkBuddy 接入你的数据生态 ···············.99
6.2 时间能力:批量化处理与定时任务·································.104
6.2.1 批量化处理:从处理一个到处理一批 ····················.104
6.2.2 定时任务:让任务在人不在场时自动执行 ··············.107
6.3 协作能力:人机共写与团队共创······································110
6.3.1 人机共写:从 AI 代笔到同屏共编···························110
6.3.2 团队共创:从个人产物到团队资产 ·························114
6.4 技能和专家(团)能力················································.120
6.5 输出能力:从单个文档到系统级交付······························.121
6.5.1 输出一套完整的解决方案 ···································.121
6.5.2 输出动态系统 ··················································.122
6.6 记忆能力:让 WorkBuddy“越来越懂你” ·······················.123
6.6.1 用户级记忆:越用越懂你的 AI 同事······················.123
6.6.2 项目级记忆:每个工作空间都有记忆文件夹 ···········.126
6.6.3 对话级记忆:上下文的协作连续性 ·······················.127
6.6.4 三级记忆的优先级与日常维护 ·····························.128
第 7 章 锚定场景:找到你的高频任务··············································.131
7.1 应用场景:从基础任务到综合运用·································.131
7.1.1 基础任务:单点提效的四类场景 ··························.132
7.1.2 综合运用:从单点任务到端到端交付 ····················.139
7.2 任务筛选:“高频低复杂”是首选·································.140
7.2.1 任务盘点三步法:把一周工作看清楚 ····················.140
7.2.2 四象限筛选:频率 × 复杂度·······························.142
7.2.3 最小可行场景法:先跑通,再放大和扩展 ··············.144
7.3 匹配能力:WorkBuddy 任务委托逻辑 ·····························.145
7.3.1 能力与任务配置的映射关系 ································.146
7.3.2 基础任务配置:四类任务的能力组合 ····················.146
7.3.3 综合任务配置:三种组合的配置模板 ····················.148
7.3.4 查表“三步走”:从任务到配置 ··························.150
7.4 精准指令:让 WorkBuddy 少返工 ··································.150
7.4.1 精准指令四要素 ···············································.151
7.4.2 增强提示词与元提示词 ······································.153
7.4.3 WorkBuddy 指令心法 ·········································.156
7.5 任务联动:“ima+WorkBuddy”打造高效“取—用—存”
闭环········································································.158
7.5.1 能力上限:执行翼需要知识翼 ·····························.158
7.5.2 一次授权:ima 知识库接入 WorkBuddy 流程 ···········.159
7.5.3 取:双模式调取知识库资料 ································.160
7.5.4 用:基于私有资料,实现有据可依输出 ·················.161
7.5.5 存:成果回流沉淀,知识库“越用越厚” ··············.161
7.6 动手实践:场景锚定实操·············································.163
第三部分 能力进阶篇
第 8 章 Skill的使用、创建与迭代····················································.166
8.1 Skill 核心定义 ···························································.166
8.1.1 你是否也在每天重复教 AI 工具做事······················.166
8.1.2 Skill 是写给 AI 工具的“岗位说明书” ··················.167
8.1.3 Skill 的物理形态···············································.168
8.1.4 Skill 三层渐进加载机制······································.169
8.1.5 Prompt、Skill、MCP 的差异································.170
8.2 上手:如何安装和使用 Skill ·········································.171
8.2.1 在 ima 上安装 Skill 的三种方式 ····························.171
8.2.2 在 WorkBuddy 上安装和使用 Skill·························.173
8.2.3 想清楚再动手:任务值不值得配 Skill····················.175
8.2.4 亲测好用的 Skill 推荐 ········································.176
8.3 创建:打造自己的第一个 Skill ······································.177
8.3.1 “三步法”创建 Skill·········································.177
8.3.2 写好 description:精准调用 Skill 的秘诀 ·················.179
8.3.3 优质 Skill 的设计哲学 ········································.179
8.4 迭代:让 Skill 越来越好用 ···········································.180
8.4.1 迭代从“失败用例”开始 ···································.180
8.4.2 Skill 问题的“三层定位法”································.180
8.4.3 版本记录法:让每次迭代都有迹可循 ····················.181
8.4.4 如何实现从“自己用”到“大家用” ····················.181
8.5 动手实践:实现“装两个、做一个、改一次”··················.182
第 9 章 从单一技能进化为专家(团)和系统·····································.183
9.1 能力升级:打造专属 Agent 专家(团)···························.183
9.1.1 专家:能干的员工 ············································.184
9.1.2 专家团:一个主理人带几个员工 ··························.185
9.1.3 能力递进:把权限一步步交给 AI 工具···················.187
9.1.4 上手路径:搭建自己的专家(团) ·······················.187
9.2 系统整合:打造高效 AI 生产力系统·······························.188
9.2.1 专家团编排逻辑 ···············································.188
9.2.2 利用专家团构建系统 ·········································.190
9.2.3 企业经营驾驶舱案例演示 ···································.191
9.3 动手实践:将技能升维为专家(团)······························.194
第四部分 应用场景篇
第 1 0 章 职场人:把高频琐事交给“双工具” ·································.196
10.1 办公痛点及突破方案 ·············································.196
10.1.1 职场人的四大崩溃瞬间 ································.196
10.1.2 工具组合:ima 和 WorkBuddy 的分工··············.197
10.2 场景一:资料管理——让资料“存得进、找得到” ······.198
10.2.1 解决方案:四条入库通道 + 一句检索指令········.198
10.2.2 从微信收藏到“30 秒可查” ·························.199
10.2.3 跨文档秒级智能检索 ···································.200
10.3 场景二:公文写作——初稿“出得快、文风统一” ······.201
10.3.1 解决方案:风格样本库沉淀 + 精准指令,“起草、润色、自查”一条龙·.201
10.3.2 15 分钟快速起草工作通知 ····························.202
10.3.3 从“每次写”到“一句话触发”:把公文写作封装成 Skill···.203
10.4 场景三:会议纪要——会议结束,纪要即刻成型 ·········.204
10.4.1 解决方案:“转写—结构化—存库”
三步闭环提效 ············································.204
10.4.2 从会议速记到可追踪的结构化会议纪要···········.205
10.4.3 周报智能化——只改不写、高效出稿 ··············.206
10.5 场景四:数据核对——让数字“对得齐、说得清” ······.206
10.5.1 解决方案:将全链路交由 WorkBuddy,人工只负责验收····.206
10.5.2 从多份杂乱表格到标准化数据报告 ·················.207
10.6 进阶:四个场景串联,搭建全自动“办公流水线” ······.209
10.6.1 组合示范:一条“办公流水线” ····················.209
10.6.2 流程自动化升级:让流程自己转起来 ··············.210
10.6.3 专家模式适配:跨场景复杂工作协同 ··············.210
10.6.4 找到适合自己与 AI 工具协同的方式 ···············.210
10.7 动手实践:实现“一存、一写、一纪要、一数据” ········211
第 1 1 章 咨询顾问:打造深度研究系统············································.212
11.1 场景痛点:知识零散、交付高压、经验难沉淀 ············.212
11.2 解决方案:让知识自生长,让研究可协同 ··················.213
11.2.1 两个场景 : 高效知识沉淀与专业深度研究·········.213
11.2.2 关键判断:按需匹配工具组合方案 ·················.214
11.3 案例一:打造自主生长的案例库·······························.214
11.3.1 前期准备:三步完成建库、连接与技能配置 ·····.214
11.3.2 技能创建:通过对话迭代固化标准化工作方法 ··.215
11.3.3 流程运转:五阶段全自动化流程 ····················.216
11.3.4 关键设计:人工核验机制与数据真实性红线 ·····.218
11.3.5 落地效果与适用边界 ···································.218
11.4 案例二:搭建深度研究专家团··································.219
11.4.1 团队构成:1 名主理人 +6 名专家 ···················.219
11.4.2 实操流程:接入 ima 知识库并生成深度研究报告 ····.220
11.4.3 落地效果与适用边界 ···································.221
11.5 动手实践:搭建你的深度研究系统····························.222
第 1 2 章 高校教师:搭建一条自己的教研生产线 ······························.223
12.1 场景地图:三条工作线,一条生产线 ························.223
12.1.1 四个崩溃瞬间:重复劳动发生在哪里 ··············.223
12.1.2 人机分工:三条工作线如何拆解 ····················.225
12.1.3 指令的统一骨架 ·········································.225
12.2 场景一:备课与教学——把一门课建成资产 ···············.226
12.2.1 解决方案:“双库”架构 + 教学 Skill ·············.226
12.2.2 创建一门课的教学库 ···································.227
12.2.3 用出题 Skill 生成分层练习题·························.228
12.2.4 讲义与课件初稿快速生成 ·····························.230
12.3 场景二:科研与课题申报——从选题孵化到申报书初稿生成···.231
12.3.1 解决方案:科研库 + 课题专家团····················.231
12.3.2 利用立项名单与政策文件孵化选题 ·················.232
12.3.3 从文献矩阵到技术路线图 ·····························.233
12.3.4 申报书初稿与课题专家团 ·····························.235
12.4 场景三:学生指导与学情分析——让经验可复用,让数据说话···.237
12.4.1 解决方案:一个指导库 + 两条流水线··············.237
12.4.2 毕业论文与竞赛材料初稿写作指导 ·················.238
12.4.3 成绩数据清洗与课程目标达成度分析 ··············.240
12.5 进阶:串联三大场景,搭建教研流水线 ·····················.241
12.5.1 贯穿全学期的自动化教研流水线 ····················.241
12.5.2 从手动触发到自动执行 ································.242
12.5.3 专家团:教研场景的应用时机 ·······················.243
12.6 动手实践:跑通“一课、一题、一指导” ··················.244
第 1 3 章 自媒体人:从选题到排版的创作流水线 ······························.246
13.1 场景痛点:原创难坚持,人设难固化 ························.246
13.1.1 高频创作的“三重”压力 ·····························.246
13.1.2 纯人工与纯 AI 的两难境地 ···························.247
13.1.3 破解方向:固化个人特性,外化执行工作········.247
13.2 解决方案:素材库、多 Skill 与调度专家 ····················.248
13.2.1 知识库设计:把素材沉淀成可调用的资产········.248
13.2.2 Skill 设计:七个环节的逻辑框架····················.249
13.2.3 专家设计:一个调度角色 ·····························.253
13.2.4 为什么是专家,而不是专家团 ·······················.254
13.3 案例演示:一次完整的公众号创作 ···························.254
13.3.1 准备:灵感入库和素材加工 ··························.255
13.3.2 写作:一键初稿 + 人工修改··························.256
13.3.3 收尾:配图与排版 ······································.257
13.4 把个人创作经验资产化 ··········································.259
13.5 动手实践:搭建个人创作流水线 ······························.259
结语·····························································································.246
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前言
很多人的电脑和手机里都安装着十余款AI应用,收藏夹中“躺”着上百篇《AI工具推荐》《提示词大全》等文章,但真正读完的文章不到十篇,亲手实操落地的更是仅有两三篇。人们应用 AI 工具半途而废的原因各不相同:要么实操卡在某一环节,无从答疑解惑;要么缺乏正向反馈,难以长期坚持。学不会、用不好AI,是当下多数人面对 AI 的真实困境。
2022年11月,ChatGPT正式发布后,生成式AI几乎每月都催生新的行业热点,各类 AI 工具呈现爆发式增长,但行业热度与大众实际使用之间,存在一道巨大的鸿沟:知晓、安装 AI 工具的人很多,而真正将 AI 工具融入日常工作流程、依托其稳定分担工作任务的人,始终只是少数。AI 工具在飞速迭代进化,很多人的工作方式却仍停留在传统模式阶段。
问题究竟出在哪里?本书的核心观点是:我们缺少的从来不是先进的 AI 工具,而是人机协作的范式升级。
也正因如此,本书与市面上大多只讲 WorkBuddy 的书不同:我们把 ima 知识库放在本书的第一部分,把它当作 WorkBuddy 赖以运转的地基。先让知识与素材在 ima 知识库中有序沉淀,再让 WorkBuddy 高效执行——先筑基,再联动,
这正是本书想带你走通的一条路。
时代背景:从印刷术到 AI,知识工作的范式跃迁
回顾近现代信息与知识领域的工具演进历程,印刷术解决了信息复制难题,个人电脑解决了信息处理难题,互联网解决了信息连接难题,智能手机解决了信息便携难题,生成式 AI 解决了信息生成难题。这五次工具革命贯穿同一条脉络:人类不断将自身的某种认知功能外化给工具,同时将自身价值推向更高阶的判断与创造层面。加拿大学者马歇尔 ? 麦克卢汉曾提出“媒介是人体的延伸”的观点,每一次技术革新都会淘汰低阶的重复性工作,同时催生新的高阶岗位与能力要求。在技术迭代中,人从未退场,只是职业重心持续迁移,逐步成为任务的定义者、质量的判断者与结果的责任人。
2025 年起,AI 行业发展迎来关键转折,Agent(智能体)成为行业公认的核心发展方向。尤其是在 2026 年初,OpenClaw 掀起一阵“全民养虾潮”。在此后不到半年的时间里,各类桌面 Agent 终端如雨后春笋般涌现,加速推动 AI从“对话式”向“任务式”转型。此前的对话式 AI 虽解决了“知道”的问题,却没有解决“做到”的问题。用户获取答案后,仍需手动复制、修改、排版、归档,全程依赖人工收尾。而 Agent 的交付成果不再只是单纯的文字建议,而是完整落地的任务成果:文件整理完毕,报告撰写完成,工作流程闭环落地。AI 的价值兑现方式从“人花时间把 AI 的答案转化为成果”,升级为“人用一句话指令,让 AI 直接交付成果”。
但 AI 工具形态的变革并不等于 AI 工具使用方式的同步升级。不少用户仍然将新一代 Agent 当作高级问答工具,保持“一问一答、用完即关”的使用习惯,然后感慨“Agent 也就那样”。想要纠正这一认知与使用的错位,需要建立一套全新的人机协作范式:人负责锚定应用场景、定义任务目标、提供核心素材、把控成果质量,AI 工具负责任务拆解、信息检索、内容生成,二者各司其职,精准配合。
能力套件:Agent+ 知识库 +Skill
本书围绕人机协作新范式的三大核心能力套件展开:Agent、知识库与 Skill(技能),三者分别对应人机协作体系的指挥层、知识层与执行层。Agent 以 WorkBuddy 为核心平台,它是 AI 办公任务从规划到落地交付的总指挥官。WorkBuddy 是腾讯推出的全场景 AI 办公工作台,可精准理解自然语言指令,自主拆解任务步骤、规划执行路径,能直接读取、创建和修改电脑本地的真实文档与文件夹,把 AI 的思考逻辑转化为真实可落地的产物。WorkBuddy 的核心能力体系以 Skill 为基本单元,搭配记忆系统、连接器、专属工作空间等功能,真正实现从“提供答案”到“把事做完”的能力升级。
知识库以 ima 为主力平台,它是腾讯推出的 AI 时代人机共用的智能知识管家,定位为“会思考的知识库”,集成文档解析、知识问答、内容创作等多元能力,支持多格式文档导入与三类知识库体系搭建,同时兼具 Agent 协同能力。ima 的出现,让个人“第二大脑”从被动存储的信息仓库,升级为可被人和 AI 共同调用的动态知识系统。
Skill 是 Agent 高效完成各类任务的核心载体,WorkBuddy 和 ima 都可加载对应的 Skill 来执行各类任务。Skill 把经过验证的工作方法沉淀为可复用的流程单元,让“一次做对的偶然”变成“次次做对的必然”。当 Agent 积累了足够的 Skill 时,就如同职场人拥有了肌肉记忆,团队建立了标准作业程序(Standard Operating Procedure,SOP),任务执行效率与输出质量将实现显著提升。
三者的关系可以概括为:Agent 是所有任务的总指挥官,对任务全程进行调度,并最终交付各类成果;知识库既可以给 Agent 提供任务所需的初始材料,也可以把 Agent 生成的成果沉淀下来;Skill 是 Agent 可调遣的专业数字员工或团队,负责高效执行委派任务,也需要从知识库中提炼所需知识,以持续升级自身能力。只有三者齐备,人机协作的新范式才能真正落地。
腾讯生态:适配国内用户的工具组合
WorkBuddy 与 ima 同属腾讯生态体系,本书选取它们作为核心工具,并非偶然。
微信是中文互联网最核心的信息流转与办公沟通载体,行业资讯通过公众号传播,工作指令通过对话、社群等方式发起。ima 与微信生态深度打通,公众号文章、微信群文件可一键存入个人知识库,将信息入库的摩擦力降到极低;WorkBuddy 通过微信助理将执行能力延伸至微信场景,用户在通勤等移动场景下也能派发任务、接收成果。
在办公协同侧,WorkBuddy 与 ima 已实现无缝连接,在 WorkBuddy 页面可完成对 ima 知识库的知识调用。同时,WorkBuddy 可通过标准化连接器原生对接腾讯文档、QQ 邮箱、腾讯问卷、腾讯会议、TAPD 等办公产品,全面覆盖文档协作、邮件沟通、调研收集、项目管理等核心办公场景。
同源的账号和数据体系让授权与联动开箱即用,ima+WorkBuddy+ 腾讯系其他产品,共同构成一套闭环式个人生产系统。对国内用户而言,腾讯生态意味着更低的入门门槛、更顺畅的数据流转和更符合日常工作习惯的使用体验。
阅读指引:“书 + 知识库”双轨学习模式
全书分为四部分,共 13 章。
第一部分为 ima 筑基篇(第 1 至 4 章),从软件安装、账户登录、页面基础认知入手,逐步介绍知识库的结构设计、内容筛选与高效入库方法,以及copilot 的使用技巧、知识流动逻辑,帮助读者搭建有序运转的个人知识管理体系。
第二部分为 ima + WorkBuddy 联动篇(第 5 至 7 章),从首个 AI 任务实操开始,全面介绍 WorkBuddy 能力全景图、场景锚定方法、精准指令撰写与技巧,实现任务交付的闭环,以及 ima 与 WorkBuddy“取—用—存”的高效联动。
第三部分为能力进阶篇(第 8、9 章),介绍 Skill 的使用、创建与迭代方法,帮助读者从单一Skill运用入手,进阶打造Agent专家团,搭建专属AI生产力系统。
第四部分为应用场景篇(第 10 至 13 章),聚焦职场人、咨询顾问、高校教师、自媒体人四大核心人群,配套可直接套用的指令模板、Skill 配置与专家方案等内容。
本书推出“书 + 知识库”双轨学习模式。为配套纸质图书,我们搭建了基于ima 的双工具实操专属知识库,这也是本书对人机协作新范式的一次创新实践:纸质图书提供体系化的方法论与典型的应用场景,在线知识库提供实时工具功能与交互式实操细节。
AI 工具的迭代速度不会放缓,但搭建一套可落地、可沉淀的人机协作体系,远比追逐单一工具的更新重要。希望你通过本书,将 AI 的使用模式从“对话式”升级为“任务式”,将 AI 的学习模式从“盲目功能摸索”升级为“精准任务配置”,在批量、专业、自动化的日常任务处理中,构建属于自己的 AI 时代人机协作新范式。
作 者
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