A document library is where documents live. It owns three choices. Its sources decide the recordings that feed it. Its template decides what every document looks like. Its writing mode decides when writing happens. One library means one format, so every document in it follows the same template.
Create a library
You create a library from the Documents page with Create library, in the dashboard or in the desktop app. Both ask for the same things:
- A name and a description of the work the library records.
- Its sources. In the dashboard you pick at least one saved filter; if you have none yet, save one from the Workflow map first. In the desktop app the Sources card takes its place: include all of the device's recordings or build a filter.
- A writing mode.
- Optional categories, kinds of work used to group documents.
- The template.
In the dashboard you also choose who can see the library and its documents.
Deleting a library deletes the library, its documents and their source recordings for good. You can't undo it.
The template
A template is an ordered list of sections. A section is either a group of fields, filled in once for the whole document, or a timeline, a series of entries listed in the order they happened. A field is single line text, multi line text or a bulleted list.
Every field has a label, a description and two examples. The description and examples are the instructions the AI follows when it writes that field. There is no separate instructions box, so put your steering there: say what belongs in the field and show two examples of what good looks like.
New libraries start from the default template, three sections that suit most work:
- What and why, with the fields Behaviour and Reasoning.
- Cause and effect, with the fields Trigger and Outcome.
- Standard operating procedure, a timeline whose entries hold an Application, an Instruction, a Note and an Expected result.
Edit any part of it and it becomes a custom template.
Writing modes
The writing mode decides what happens when a recording matches the library's sources. You can change it at any time in the library's settings.
In Review mode the library gains a Review queue tab. Select the recordings you trust and choose Approve to send them to the next writing run, or Discard to keep them out of documents.
The Write documents button
Each library has a Write documents button on its Documents tab. It writes documents from the recordings the library has waiting, and the button reads Writing while the run is going. It is disabled while the writing mode is Off.
Writing spends AI credit. If your workspace's balance is empty the run is refused and you are pointed to a top-up; nothing is lost, and the waiting recordings are written once credit is back.