AI Assistant

Document Assistant

Work with real documents in Skills Workflow — jobs, deliverables and more — just by describing what you need done.

What it helps with

• Create a new document
• Update a brief or description
• Duplicate an existing document
• Move a document to another stage
• Find a document in the platform
• Use attachments to support the request

Try asking

"Create a job from this bug report""Duplicate this job and change the title""Update the brief with this new requirement""Move this job to the next stage""Find all open projects for Acme"

When it fits

Reach for it when…

• You want to make a change to a real document, not just improve wording
• You are creating a job from a client request
• You are updating, duplicating, or moving a document
• You need to find a project, job, or other document

Use another assistant when…

• You only want to rewrite or improve text — Writing Assistant
• You want to change workflow rules or stages — Workflow Assistant
• You want to edit a workspace or dashboard — Workspace Assistant

What to have ready

• The document name, if it already exists
• The client or project name, if known
• The text you want in the brief or description
• Screenshots or files that help explain the request
• The target stage, if you want to move the document

What to expect

The assistant may ask a few follow-up questions before it creates or updates a document. That is normal when important details are missing — such as the project, title, or destination stage.