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When to use this mode

Use the Notes mode when you have existing written material that isn’t yet structured as a proper document — for example:
  • Rough bullet points describing a process
  • A stream-of-consciousness write-up of steps you performed
  • An unformatted checklist or draft procedure
  • Any text that captures what a process does but doesn’t organize it well
The AI reads your notes and produces a structured draft with sections and steps. You then answer a few clarifying questions before the document is created.

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Steps

1

Go to the new document page

In the sidebar, click My documents, then click New document. Or click New document directly from the Dashboard.
2

Select the Notes card

On the mode-selection screen, click the Notes card.
3

Fill in optional metadata

Optionally enter a Title, Version, and Department. If you leave the title blank, the AI will infer one from your notes — you can change it in the editor later.
4

Paste your notes

Click into the Notes textarea and paste or type your raw content. There is no required format — rough text, bullet lists, and mixed styles all work.
5

Click Generate draft

Click Generate draft. The AI analyzes your notes and structures them into sections and steps. This usually takes a few seconds.
6

Review the draft outline and answer questions

A draft outline appears showing the proposed sections, along with a set of clarifying questions. Answer as many questions as you can — more complete answers produce a more accurate final document.
7

Create the document

Click Create document. The editor opens with your fully generated document. You can edit the title, sections, steps, and all content freely.
AI-generated titles and document structures are suggestions, not final. Edit anything in the editor after creation.