Introduction
The Create Documents use case combines a short instruction with relevant Knowledge Base content to generate an editable document directly in the workspace. The finished document can be reviewed, adjusted, saved, and shared with the team.Key Benefits
- Create documents faster: Generate a finished document from a short instruction and relevant workspace knowledge.
- Use relevant context: Ground documents in selected sources such as the Knowledge Base and calendar.
- Continue working in the workspace: Edit, save, share, and reuse the generated document without leaving nuwacom.
Use Cases
Use Create Documents to produce internal announcements, memos, product one-pagers, FAQ pages, onboarding notes, and short fact sheets based on relevant internal context.How it works
Step 1: Open the Create Documents use case
Select Create Documents at the bottom of the interface. The use case opens with suggestions and templates that provide a starting point for the document.Step 2: Set the audience, tone, and language
Select the intended audience, tone, and language at the top of the interface. For example, configure the document for internal team members, use a friendly tone, and select English. These settings determine how the generated document is structured and phrased.Step 3: Select relevant sources
Enable the sources that should provide context for the document, such as the entire Knowledge Base or the calendar. The selected sources give the AI access to relevant internal information, including brand guidelines, responsibilities, and specification sheets.Step 4: Enter the instruction
Describe the required document and its purpose. Example: Product launch one-pagerStep 5: Open and adjust the document
Open the generated document and edit its content directly. The document incorporates information from the selected Knowledge Base sources.Step 6: Share and save the document
Select Share to provide access to all workspace users or selected users, then save the current version. After the document is closed, it remains available in the Knowledge Base. Further changes can be made by starting a new chat with the document.Pro tips
Select focused sources
Enable the sources that contain the most relevant information for the document. Focused source selection helps the generated content reflect the required brand guidelines, responsibilities, and specifications.
Define the purpose clearly
Include the document type, intended audience, and purpose in the instruction. A specific instruction gives the AI a clear structure and communication goal.
Continue in a new chat
Start a new chat with the saved document when extensive revisions or a new version are required.
FAQ
Does the document access internal knowledge?
Does the document access internal knowledge?
Yes. When the relevant sources are enabled, the AI can incorporate internal information such as brand guidelines, responsibilities, and specification sheets.
Can the document be changed afterwards?
Can the document be changed afterwards?
Yes. Text can be edited directly in the open document. For more extensive changes, start a new chat with the document.
Where is the document stored?
Where is the document stored?
After it is saved and closed, the document is available in the Knowledge Base.
Who can access the document?
Who can access the document?
Select Share to provide access to all workspace users or only selected users.