> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildbetter.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Documents

> Transform your calls and data into structured documents with AI

BuildBetter's document generation feature transforms your recordings, signals, and datasets into professional documents—from meeting minutes to product requirements, user stories to strategic reports.

## Getting Started

Access document creation through multiple entry points:

<CardGroup cols={2}>
  <Card title="Dashboard Quick Action" icon="rocket">
    Click "Create a Document" from your home dashboard
  </Card>

  <Card title="Documents Section" icon="file-lines">
    Navigate to Documents and click "Create Document"
  </Card>

  <Card title="From Recordings" icon="video">
    Use the "Generate Document" action on any call recording
  </Card>

  <Card title="From Data Views" icon="table">
    Select recordings, folders, or datasets then create documents from your selection
  </Card>
</CardGroup>

## Document Creation Workflow

Creating a document follows a simple 3-step process:

### Step 1: Choose Your Template

<Tabs>
  <Tab title="Preset Templates">
    System-provided templates optimized for common use cases:

    * **Meeting Minutes**: Structured notes with decisions and action items
    * **Product Requirements (PRD)**: Comprehensive product specifications
    * **User Stories**: Formatted with acceptance criteria
    * **Interview Summary**: Key insights from user interviews
    * **Strategy Document**: High-level analysis and recommendations
    * **Q\&A Extract**: Questions and answers from recordings
    * **Status Update**: Progress reports and blockers

    <Tip>
      Preview any template before selecting to see example output and understand the final structure.
    </Tip>
  </Tab>

  <Tab title="Custom Templates">
    Create templates tailored to your organization:

    * Define specific structure and sections
    * Add custom instructions for AI generation
    * Set default generation strategies
    * Use your brand voice and terminology

    <Info>
      Access template creation via Settings → Organization → Custom Document Templates
    </Info>
  </Tab>
</Tabs>

### Step 2: Select Your Data Sources

Choose the content to analyze for your document:

<AccordionGroup>
  <Accordion title="Recordings" icon="video">
    Select individual call recordings with completed transcripts.

    **Best for:**

    * Meeting minutes from specific calls
    * Interview summaries
    * Decision documentation
    * Action item extraction
  </Accordion>

  <Accordion title="Folders" icon="folder">
    Choose entire folders of related content for comprehensive analysis.

    **Best for:**

    * Project retrospectives
    * Quarterly reviews
    * Theme analysis across multiple calls
    * Comprehensive reports
  </Accordion>

  <Accordion title="Datasets" icon="database">
    Use signal collections for focused analysis.

    **Best for:**

    * Feature request compilations
    * Bug report summaries
    * Customer feedback analysis
    * Trend identification
  </Accordion>
</AccordionGroup>

<Note>
  For best results with recordings, ensure they have completed transcription and summaries before including them in document generation.
</Note>

### Step 3: Configure Generation Settings

Fine-tune how your document is created:

<CardGroup cols={2}>
  <Card title="Document Details" icon="edit">
    **Title**: Give your document a meaningful name (optional)

    **Focus**: Add specific instructions or areas to emphasize

    Example: "Focus on technical requirements and implementation details"
  </Card>

  <Card title="Generation Strategy" icon="brain">
    **Focused Analysis** (Default)

    * For smaller datasets (under 100 signals or 10 calls)
    * Simple, direct processing
    * Faster generation

    **Theme Discovery**

    * For larger datasets (over 100 signals or 10 calls)
    * Advanced pattern recognition
    * Identifies hidden themes and trends
  </Card>

  <Card title="Data Format" icon="filter">
    **Full Context**

    * Uses complete transcripts
    * Best for narrative documents
    * Preserves conversation flow

    **Key Insights**

    * Uses pre-extracted signals only
    * Best for summaries and reports
    * Focuses on highlights
  </Card>

  <Card title="Visibility Settings" icon="eye">
    **Private**: Only you can view and edit

    **Workspace**: All team members have access

    **Shared**: Invite specific individuals
  </Card>
</CardGroup>

## Monitoring Document Generation

Track your document's progress in real-time:

<Steps>
  <Step title="Waiting">
    Document is queued for processing. You can navigate away - generation continues in background.
  </Step>

  <Step title="Processing">
    AI is actively generating content. View live logs to see analysis steps and progress.
  </Step>

  <Step title="Completed">
    Document is ready for viewing and editing. Click to open and refine as needed.
  </Step>

  <Step title="Error">
    Generation failed. Click to view error details and retry with adjusted settings.
  </Step>
</Steps>

## Best Practices

<Check>
  **Select relevant data**: Choose recordings and datasets directly related to your document's purpose rather than including everything.
</Check>

<Check>
  **Match template to output**: Use meeting minutes template for meetings, PRD template for product specs, etc.
</Check>

<Check>
  **Provide clear focus**: Specific instructions in the focus field lead to more targeted, useful documents.
</Check>

<Check>
  **Verify data readiness**: Ensure all recordings have completed processing before including them.
</Check>

<Check>
  **Iterate on templates**: Start with presets, then create custom versions based on what works for your team.
</Check>

## Common Use Cases

### Product Management

* Generate PRDs from customer interview recordings
* Create feature requirement docs from feedback signals
* Compile user research reports from interview folders
* Build roadmap documents from strategy calls

### Sales & Customer Success

* Transform sales calls into opportunity summaries
* Create account reviews from customer meeting folders
* Generate renewal preparation documents
* Build competitive battle cards from market research

### Team Collaboration

* Convert team meetings into actionable minutes
* Create project status updates from standup recordings
* Generate retrospective reports from sprint folders
* Document technical decisions from architecture reviews

### Strategic Planning

* Compile market research from analyst calls
* Create competitive analysis from industry interviews
* Generate executive briefings from leadership meetings
* Build investor updates from board prep sessions

<Warning>
  **Troubleshooting Generation Issues:**

  * Verify all selected recordings have completed processing
  * Ensure you have permissions for all selected data
  * Try reducing data volume or using Focused Analysis for large datasets
  * Check that recordings have assigned speakers for best results
</Warning>

## Tips for Success

<Tip>
  **For meeting minutes**: Include only the specific meeting recording for most accurate results.
</Tip>

<Tip>
  **For trend analysis**: Use Theme Discovery with datasets or folders containing 20+ items.
</Tip>

<Tip>
  **For quick summaries**: Key Insights format with Focused Analysis provides fastest results.
</Tip>

<Tip>
  **For detailed documents**: Full Context format captures nuanced discussions and context.
</Tip>

The document generation feature continuously improves through usage, learning from your templates and feedback to create increasingly valuable documents for your team.