Document Assistant

What it helps with

The Document Assistant helps you work with documents in Skills Workflow, especially jobs and deliverables.

It is useful for tasks such as:

• creating a new document
• updating a brief or description
• duplicating an existing document
• moving a document to another stage
• finding a document in the platform
• using attachments to support the request

When to use it

Use this assistant when you want to make a change in the platform, not just improve wording.

Good examples include:

• creating a new job from a client request
• updating the brief of a deliverable
• duplicating a document and changing the title
• moving a job to a new stage
• finding a project, job, or other document

Example requests

• 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 In Development
• Find all open projects for Acme

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

When not to use it

• If you only want to rewrite or improve text, use the Writing Assistant.
• If you want to change workflow rules or stages, use the Workflow Assistant.
• If you want to edit a workspace or dashboard, use the Workspace Assistant.

What to expect

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