Documents
Document Purpose & Templates
Understanding BuildBetter’s document generation capabilities and template system
Document Overview
BuildBetter’s document system enables you to:- Generate structured documents from calls and signals
- Create and customize templates
- Collaborate on document creation
- Share and export in multiple formats
Template Types
Pre-Made Templates
Ready-to-use templates for common needs
Custom Templates
Create your own templates for specific use cases
Available Templates
Meeting Documents
- Call summaries
- Action items
- Decision logs
- Participant notes
Product Documents
- Product requirements (PRD)
- Feature specifications
- User stories
- Release notes
Business Documents
- Statement of Work (SOW)
- Project proposals
- Status reports
- Customer feedback summaries
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
Creating Custom Templates
Template Components
Template Components
- Header sections
- Content blocks
- Dynamic fields
- Conditional sections
Field Types
Field Types
- Text input
- Rich text
- Lists
- Tables
- Media placeholders
Rules & Logic
Rules & Logic
- Content filters
- Conditional display
- Data mappings
- Formatting rules
Template Best Practices
Structure
- Clear hierarchy
- Consistent formatting
- Logical flow
- Reusable sections
Content
- Clear placeholders
- Default values
- Example content
- Help text
Templates should be tested with various data sources to ensure consistent output.
Document Generation
Source Options
- Single call
- Multiple calls
- Signal collections
- Combined sources
Generation Settings
- Output format
- Content depth
- Include/exclude sections
- Custom parameters
Document generation quality depends on the quality of input data and template configuration.
Template Management
Organization
Categorize and manage templates
Versioning
Track template changes over time
Sharing & Collaboration
Template Sharing
- Team access
- Workspace visibility
- Export/import
- Version control
Collaborative Editing
- Real-time editing
- Comments and feedback
- Change tracking
- Review process
Create template variations for different use cases while maintaining consistency.
Integration Options
Connected Systems
- Document management
- Version control
- Team collaboration
- Knowledge bases
Export Formats
- Word
- Markdown
- HTML
Template Examples
PRD Template
PRD Template
Meeting Summary
Meeting Summary
Templates can be customized to match your organization’s branding and documentation standards.