Document Writer FAQ

DataQI’s Document Writer feature enables you to automatically generate structured documents using your own templates and live internal data. Whether you need meeting notes, reports, summaries, or proposals, Document Writer streamlines document creation by combining your templates with AI-generated content from your connected data sources.

This FAQ covers everything you need to know about using Document Writer effectively, managing templates, and troubleshooting common issues.

General Use

Learn the basics of creating documents with the Document Writer assistant and understanding its capabilities.

Question: What is the Document Writer?
Answer: The Document Writer is a feature in DataQI that lets you generate structured documents using your own templates and live internal data. It automates document creation for tasks like meeting notes, reports, summaries, and proposals.

Question: How do I create a document using the assistant?
Answer: Launch the Document Writer assistant, select the appropriate template, and enter your prompt or context. The assistant will generate a downloadable document based on the provided content and structure.

Question: Can I preview or edit a document before it’s final?
Answer: No. At present, documents are generated directly for download. You can edit the document after download using your preferred editing tool.

Templates

Understanding how to create, upload, and manage document templates for different use cases.

Question: Where do I upload a template?
Answer: Templates can be uploaded through the assistant’s “Template” tab. You will need edit access to the assistant to add or manage templates.

Question: What format should templates be in?
Answer: Templates can be uploaded in .doc, .docx, .txt, or .pdf format. Templates should contain clear structure or placeholders where content is expected.

Question: Can I create different templates for different teams?
Answer: Yes. You can assign unique templates to different assistants for each team or process, allowing for tailored document output.

Inputs & Content

Learn how Document Writer integrates with your data sources and generates content from your existing information.

Question: Can the assistant pull content from my connected documents?
Answer: Yes. Document Writers can use any content from the data sources added to that assistant, including uploaded files, SharePoint, Google Drive, or web scraping.

Question: Can I ask the assistant to generate different types of content from the same data?
Answer: Yes. The same dataset can be used across multiple templates or prompts to generate different styles or formats of output.

Question: Does the assistant follow formatting rules inside the template?
Answer: Yes. The assistant respects your template’s structure and tone, inserting generated content into the defined placeholders.

Access & Permissions

Managing who can create, edit, and use Document Writer templates and features.

Question: Who can create or edit templates?
Answer: Only users with edit access to the Document Writer assistant can create or modify templates.

Question: Can others use the templates I’ve uploaded?
Answer: Only users who have been granted access to the Document Writer assistant can access and use its templates.

Troubleshooting

Common issues and solutions when using Document Writer to generate documents.

Question: Why is my output missing information?
Answer: Ensure the assistant has access to the required data sources and that your prompt includes clear instructions. Incomplete or overly broad prompts can affect output quality.

Question: Why isn’t the assistant using my most recent data?
Answer: Some integrations refresh hourly or daily. Check the assistant’s connected data sources to confirm they’re up to date, or manually re-upload documents if needed.