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Document Overview

BuildBetter’s document system enables you to:
  • Generate structured documents from calls, signals, and folders
  • Create and customize templates (with dynamic fields, logic, and sections)
  • Choose generation style (Focused Analysis or Theme Discovery)
  • Select data source (Full Context or Key Insights)
  • Collaborate on document creation in real time
  • Share, export, and integrate documents with other tools
  • Automate document generation with workflows and batch processing

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Template Types

Pre-Made Templates

Ready-to-use templates for common needs

Custom Templates

Create your own templates for specific use cases

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Available Templates

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Meeting Documents

  • Call summaries
  • Action items
  • Decision logs
  • Participant notes

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Product Documents

  • Product requirements (PRD)
  • Feature specifications
  • User stories
  • Release notes

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Business Documents

  • Statement of Work (SOW)
  • Project proposals
  • Status reports
  • Customer feedback summaries

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Template Structure

1

Define Sections

Organize content into logical sections
2

Add Fields

Include placeholders for dynamic content
3

Set Rules

Define content generation rules
4

Apply Styling

Configure formatting and layout

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Creating Custom Templates

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Template Best Practices

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Structure

  • Clear hierarchy
  • Consistent formatting
  • Logical flow
  • Reusable sections

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Content

  • Clear placeholders
  • Default values
  • Example content
  • Help text

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Template Management

  • Organize templates by category, use case, or team
  • Version templates and track changes over time
  • Share templates across the organization
  • Preview templates before use

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Template Sharing & Collaboration

  • Share templates with team members or the entire workspace
  • Export/import templates for use in other organizations
  • Real-time collaborative editing and review
Templates should be tested with various data sources to ensure consistent output.

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Document Generation

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Source Options

  • Single call
  • Multiple calls
  • Signal collections
  • Combined sources

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Generation Settings

  • Output format
  • Content depth
  • Include/exclude sections
  • Custom parameters
Document generation quality depends on the quality of input data and template configuration.

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Template Management

Organization

Categorize and manage templates

Versioning

Track template changes over time

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Sharing & Collaboration

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Template Sharing

  • Team access
  • Workspace visibility
  • Export/import
  • Version control

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Collaborative Editing

  • Real-time editing
  • Comments and feedback
  • Change tracking
  • Review process
Create template variations for different use cases while maintaining consistency.

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Integration Options

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Connected Systems

  • Document management
  • Version control
  • Team collaboration
  • Knowledge bases

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Export Formats

  • PDF
  • Word
  • Markdown
  • HTML

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Template Examples

Templates can be customized to match your organization’s branding and documentation standards.