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What You’ll Learn

  • Why you don’t need to wait until the conversation ends
  • The best moments to generate a document
  • How to generate multiple documents from one conversation
  • Workflow strategies for different use cases

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The Myth

“I need to finish the conversation first.” This is the most common misconception. In reality, some of the best documents come from early in a conversation when the ideas are fresh and focused.

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When to Generate: A Decision Guide

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After Round 1

Generate when:
  • You got a clear answer you want formatted
  • Initial research gave you what you need
  • You want a quick summary to share with someone now
  • The first responses nailed it
Best document types: Distill, Meeting Notes, FAQ

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After Round 2-3

Generate when:
  • Debate surfaced the key arguments
  • Follow-up questions deepened the research
  • You’ve refined the analysis with additional context
  • The AIs have built on each other’s insights
Best document types: Executive Brief, Comparison, Blog Article

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Mid-Conversation

Generate when:
  • Something valuable just emerged that you want to capture
  • You need to share progress with someone before continuing
  • You want to crystallize your thinking before going deeper
  • An insight appeared that deserves its own document
Best document types: Distill, Stakeholder Update, Decision Record

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At the End

Generate when:
  • You’ve done a thorough exploration and want the definitive summary
  • The conversation covered everything you needed
  • You want a comprehensive reference document
  • You’re ready to produce the final deliverable
Best document types: Research Paper, White Paper, SOW/Proposal

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Generate Multiple Documents

One conversation can produce many documents. Common patterns:

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The Progressive Capture

  1. After first round: Generate a Distill (quick takeaways)
  2. After deep dive: Generate an Executive Brief (structured summary)
  3. At the end: Generate a Research Paper (comprehensive analysis)

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The Multi-Audience Approach

  1. Generate an Executive Brief for leadership
  2. Generate a Dev Project Brief for the engineering team
  3. Generate a Blog Article for public communication

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The Iterative Refinement

  1. Generate early - review the output
  2. Continue the conversation to fill gaps
  3. Generate again - get an improved version

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The Conversation Continues

Generating a document does NOT:
  • End the chat
  • Reset the context
  • Prevent further generation
  • Lock you into a format
It simply produces a document from what exists so far. Keep talking, keep exploring, keep generating.

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Tips

  • Think of Master Documents as “save points” in your conversation
  • If you’re unsure whether to generate, do it. You can always generate again later with more context.
  • Early documents are often more focused. Later documents are more comprehensive. Both have value.
  • Share early documents with stakeholders to get feedback, then continue the conversation with that feedback.

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Still Need Help?

Reach out to us at [email protected] or use the feedback button in the app.