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Last updated: July 21, 2026

[Task title — a natural, standalone action]

Guidance (delete before publishing, or convert to an Internal note via /): Title = the one thing this article accomplishes, phrased the way a customer would search it — e.g. "Connect your Microsoft 365 tenant," not "Step 3." Keep the step number OUT of the title so the article still stands alone in AI search. One article = one step.

blue_book emoji [Series name] · Step N of M ← Previous: Previous step title • Next: Next step title

Guidance: Recreate the line above as a native Callout block (/callout) so it stands out. Use Pylon relative links (press + in the editor) so navigation survives slug changes. On Step 1, drop the "Previous" link; on the last step, drop the "Next" link.

[One or two sentences: what this step sets up and the outcome the reader will have when they finish. State the end result plainly so the AI can match it to a question.]

Before you start

  • Prerequisite: [what must already be done] — see Previous step title

  • You'll need: [permissions / access / info to have on hand]

  • Time: ~[X] minutes

Guidance: Spell out any acronym once here (e.g. "Single Sign-On (SSO)") so AI retrieval matches both forms.

Steps

  1. [Start each step with the action verb — "Open," "Select," "Enter." One action per line.]

  2. [Next action. Reference exact button/field names in bold.]

  3. [Next action.]

Guidance: Add a screenshot after any step that involves a specific screen (/image), and always fill in alt text — the AI reads alt text, not the picture. Also restate the key value/setting in words; don't leave the only copy of it inside an image.

Verify it worked

[How the reader confirms success — the exact screen, status, or message they should see. This doubles as the AI's "done" signal.]

Troubleshooting

  • [Symptom] → [fix, or link to a dedicated troubleshooting article]

Guidance: Keep this short. If a problem needs real depth, make it its own article and link out — don't bloat the setup step.

Next step

Next step title

Guidance: This is the primary "next page" call-to-action. Make it a clear, single link. On the final article, replace this with "→ You're done. Back to series overview".


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