BuildBetter Docs

Creating Documents

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:

Document Creation Workflow

Creating a document follows a simple 3-step process:

Step 1: Choose Your Template

Select from preset templates or create custom ones for your specific needs:

Tip: Preview any template before selecting to see example output and understand what the final document will look like.

Step 2: Select Your Data Sources

Choose what content to analyze for your document:

Recordings

Select individual call recordings to include. Best for:

Folders

Choose entire folders of related content. Perfect for:

Datasets

Use signal collections for analysis. Ideal for:

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

Step 3: Configure Generation Settings

Fine-tune how your document is created:

Document Details

Generation Strategy

Choose based on your data volume:

Focused Analysis (Default)

Theme Discovery

Data Format

Select how data is processed:

Full Context

Key Insights

Visibility Settings

Control who can access your document:

Document Templates

Using Preset Templates

BuildBetter provides optimized templates for common use cases:

Creating Custom Templates

Build templates tailored to your organization:

  1. Navigate to Settings → Organization → Custom Document Templates
  2. Click Create New Template
  3. Define your template:
    • Name & Description: Clear identification
    • Instructions: Detailed AI guidance for structure and content
    • Example Output: Sample of expected results
    • Color Coding: Visual organization
    • Default Settings: Preferred generation strategy and data format

Info: Well-crafted template instructions lead to better documents. Be specific about structure, tone, and required sections.

Understanding Generation Options

When to Use Each Strategy

Strategy Use When Benefits
Focused Analysis Working with smaller datasets or need quick results Faster processing, straightforward output
Theme Discovery Analyzing large volumes for patterns and insights Uncovers hidden themes, comprehensive analysis

Choosing Your Data Format

Monitoring Document Generation

After starting generation, track progress in real-time:

Generation States

Processing Logs

Watch the AI work in real-time:

Tip: Large documents may take several minutes. You can navigate away and return later—generation continues in the background.

Best Practices

Success: Select relevant data: More isn't always better. Choose recordings and datasets directly related to your document's purpose.

Success: Use appropriate templates: Match the template to your intended output for best results.

Success: Provide clear focus: Specific instructions in the focus field lead to more targeted documents.

Success: Review data readiness: Ensure recordings have completed processing before including them.

Success: Start with presets: Use preset templates as starting points, then create custom versions as needed.

Common Use Cases

Product Management

Sales & Customer Success

Team Collaboration

Strategic Planning

Troubleshooting

Warning: If document generation fails:

  1. Check that all selected recordings have completed processing
  2. Ensure you have sufficient permissions for selected data
  3. Try reducing the amount of data or using Focused Analysis
  4. Contact support if issues persist

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