How to create or redo a document from a file with AI

Instead of writing a document from scratch, you can upload a file and let artificial intelligence write the content.

Create a document from a file

1. In Documents, click New document. You can also do it from the Documents tab on a company's page.
2. Switch to the Import file tab.
3. Drag your file or click to choose it. It accepts PDF, Word (.docx), Excel (.xlsx) and PowerPoint (.pptx), up to 100 MB.
4. Click Import.

The AI decides the title, so it doesn't ask for the name, the type or the status. It's processed in the background: you can close the screen and the document will show up on its own in a few minutes. If you start it from a company, the document is linked to it.

Regenerate a document's content

1. Open the document and click the AI button.
2. Choose Import with AI.
3. Upload the file and confirm.

Careful: this replaces all the current content with the AI's result. The title isn't touched. That's why WorkOS asks you to confirm first.

Other options in the AI button

• Turn into a publication: opens the new publication window citing the document, ready to write with AI. It only appears if your account uses Posts.
• Improve the document's formatting: the AI reorganizes headings, paragraphs and lists while keeping all the information and links. It asks for confirmation. It only appears when the content is simple enough.

Common problems

• The document doesn't appear: wait a few minutes and click Reload documents.
• Format not supported: for documents only PDF, Word, Excel and PowerPoint are accepted.

Tip: always review the result. The AI can make mistakes or leave something out, especially with complex tables.