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AssistantsTypesDocument Writer

Document Writer

The Document Writer feature in DataQI enables users to generate high-quality documents using their own templates and internal data. This tool streamlines repetitive tasks by transforming structured and unstructured inputs into ready-to-use outputs.

What It Does

- Generates documents based on prompts and predefined templates

- Uses live, connected content (files, scraped pages, uploads) as input material

- Supports templated outputs such as meeting notes, reports, RFAs, contracts, summaries, and more

Template Management

- Users create their own templates outside the platform (e.g., in Word or other supported formats)

- Templates can be uploaded into the Document Writer to define document structure, tone, and content layout

- Each assistant can be configured with different templates depending on department or use case

Flexibility

- Document Writers can be configured for any team or process: HR onboarding, sales proposals, legal summaries, financial updates, and more

- Output style and structure can be customised to reflect brand and organisational preferences

Benefits

- Reduces time spent on drafting and formatting documents manually

- Ensures consistency across outputs

- Enables rapid, scalable content generation with full governance

This feature supports faster turnaround times and consistent output across departments, helping teams focus on review and refinement rather than manual composition.

Use Cases

Here are real-world examples of how organizations use Document Writers:

HR Onboarding Document Writer

Problem: HR teams spend significant time generating similar onboarding packs for new hires.
Solution: Allows HR to generate tailored onboarding documents instantly by selecting a template and pulling in the latest policy content and employee details.

Sales Proposal Generator

Problem: Sales staff lose time formatting and editing repeatable pitch documents.
Solution: Uses standardised templates to generate proposals and introductory materials based on brief prompts and connected product content.

Problem: Legal teams spend hours manually drafting or copying contracts from reference folders.
Solution: Creates legally consistent drafts from firm-approved templates and clause libraries using simple instructions.

Meeting Summary Generator

Problem: Teams struggle to consistently capture and format meeting notes across projects.
Solution: Generates structured meeting summaries using input from notes, transcripts, or key points, ensuring consistency and shareability.

Policy Document Generator

Problem: Policy owners need to create updated versions of documents but struggle to maintain consistent structure and tone.
Solution: Generates revised policy documents using previously approved templates, allowing fast rollout of updated versions while retaining consistency.

Incident Report Writer

Problem: Field teams submit inconsistent or incomplete incident reports.
Solution: Guides users through prompts to generate full incident reports using pre-approved templates, improving quality and standardisation.

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