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Trampoline Writer User Guide

Updated over a month ago

Transform your RFP response cards into polished proposal documents with Trampoline's AI-powered Writer

Beta: This feature is currently in beta. You may encounter bugs or incomplete functionality.

Overview

The Trampoline Writer is a collaborative document editor that helps you generate professional proposals from your board's cards. It uses AI to:

  • Generate document structure from your RFP files and cards

  • Classify cards into the right sections automatically

  • Generate content for each section based on assigned cards

  • Collaborate in real-time with your team

Getting Started

Accessing Writer

Navigate to your board and click the Writer tab in the navigation bar:

Creating Your First Document

  1. Click Create Document in the Writer dashboard

  2. Enter a title for your proposal

  3. (Optional) Add a custom prompt to guide the AI's structure generation. Examples:

    • "This is a security questionnaire. Create one subsection per card."

    • "This is a company presentation."

  4. (Optional) Select RFP files — only cards from the selected documents will be used for classification and content generation

  5. Click Create Document

The AI analyzes your board's cards and any selected RFP files to create an optimal section structure for your proposal. If you selected specific RFP files, only cards associated with those documents will be available for classification.

Understanding the Document Editor

Layout

The editor has three main areas:

Area

Purpose

Header

Document title, collaboration status, save status, and actions

Sidebar

Table of contents with card classification

Main Editor

Rich text editor for document content

Editing Your Document

Sections

Sections are the primary building blocks of your document structure. They define the hierarchy and organization of your proposal.

  • Three levels — Section 1, Section 2, Section 3

  • Automatic numbering — Sections are numbered hierarchically (1, 1.1, 1.1.1, etc.)

  • Card assignments — Cards are assigned to sections for content generation

  • Generate buttons — Each section has options to generate or regenerate content

Numbering updates automatically as you add, remove, or reorganize sections.

Headings

Headings are secondary formatting options for content within sections. They're smaller than sections and don't receive automatic numbering.

  • Three levels — Heading 1, Heading 2, Heading 3

  • No numbering — Used for styling, not structure

  • Smaller text — Visually subordinate to sections

Use headings to organize content within a section without affecting the document's numbered structure.

Other Formatting

The editor also supports:

  • Bold, italic, underline, and strikethrough

  • Bulleted, numbered, and checklist lists

  • Block quotes

  • Code blocks

  • Links

Real-Time Collaboration

Multiple team members can edit the same document simultaneously. You'll see:

  • Changes from others appear in real-time

  • Collaboration status indicator in the header

  • No save button needed — changes sync automatically

Working with Cards

Card Status

Cards display a status indicator:

  • Yellow circle — Incomplete card

  • Blue circle with checkmark — Complete card

Card Classification

After creating a document, Writer automatically classifies your board's cards into appropriate sections. You'll see:

  • Unclassified Cards — Cards that haven't been assigned to a section yet

  • Excluded Cards — Cards marked as not relevant to this document

  • Section Cards — Cards already assigned to specific sections

Once classified, cards appear directly under each section in the document for quick access.

Note: While classification is in progress, editing is locked for all users.

Manual Card Assignment

Drag and drop any unclassified card into a section in the sidebar. This gives you full control over where content belongs.

Re-classifying Cards

Click Classify Cards in the sidebar to run the AI classifier again. This is useful when:

  • New cards have been added to the board

  • You want to re-evaluate unclassified cards

  • Card content has been updated

Excluding Cards

Some cards may not be relevant to your current document. Drag and drop any card into the Excluded Cards section in the sidebar to remove it from classification. Excluded cards won't be considered by the AI classifier.

To bring back an excluded card, drag it from the Excluded Cards section back into a section or the Unclassified Cards area.

Generating Content

Generation never overrides existing content. It only fills in empty sections. To replace content in a section that already has text, you must explicitly click Regenerate, which will show a warning first.

How Generation Works

The AI generates content based on the cards assigned to each section:

  • Cards with content — The AI follows the information in your cards as closely as possible, paraphrasing to ensure the text flows naturally within the document.

  • Cards without content — If a card only contains a question or task but no answer, the AI will still attempt to generate a response. It has access to your knowledge base and RFP documents to find relevant information.

Note: Generated content from cards without answers may not be fully accurate since the information hasn't been verified. Always review and verify AI-generated content, especially for sections where cards were incomplete.

Generate All Sections

Click Generate All in the header to generate content for all empty sections at once. Sections with existing content are preserved. The AI uses the cards assigned to each section to create relevant proposal content.

Tip: Assign cards to sections before generating content for better results.

Generate Individual Sections

Hover over any section to see the generation options:

  • Generate — Appears on empty sections. Creates content for just that section:

  • Regenerate — Appears on sections with content. Replaces existing content (shows a warning first):

  • Generate All — Appears when the section or any of its subsections are empty. Generates content for all empty sections within that branch.

Generation Warnings

When clicking Regenerate:

  • Warning that new content will replace everything in that section

  • Option to continue or cancel

When using Generate All:

  • Shows how many empty sections will be generated

  • Confirms that sections with existing content will be preserved

Incomplete cards warning:

  • If any assigned cards are marked incomplete, you'll see a warning that this may affect content quality

  • You can continue anyway or go back to complete the cards first

Nothing to generate:

  • If all sections already have content, you'll see a message confirming there's nothing to generate

Exporting Your Document

Export Formats

Click the Export dropdown in the header to download your document as:

  • DOCX

  • PDF

Page Formatting

Exported documents include:

  • Automatic page breaks before top-level sections

  • Professional margins and formatting

  • Preserved heading hierarchy

Document Management

Dashboard View

The Writer dashboard shows all documents for your board:

  • Document cards with section count and RFP tags

  • Last updated timestamp

  • Classification status (shows when AI is processing)

Deleting Documents

Click the menu on any document card and select Delete. You'll be asked to confirm before the document is archived.

Tips for Best Results

Before Creating a Document

  1. Upload all your RFP files — AI generates better structure with RFP context

  2. Use descriptive card titles — Helps AI classify cards accurately

During Editing

  1. Review AI classifications — Manual adjustments improve accuracy

  2. Assign cards before generating — Better input = better output

  3. Work collaboratively — Get team input in real-time

For Final Documents

  1. Review generated content — AI content is a starting point

  2. Check section flow — Ensure logical progression

  3. Export and review — Final check in the output format

Keyboard Shortcuts

Shortcut

Action

Cmd/Ctrl + S

Save (automatic, but forces sync)

Cmd/Ctrl + B

Bold

Cmd/Ctrl + I

Italic

Cmd/Ctrl + Z

Undo

Cmd/Ctrl + Shift + Z

Redo

Troubleshooting

Document not syncing

Check the collaboration status indicator. If it shows "Offline":

  1. Check your internet connection

  2. Refresh the page

  3. Changes will sync when reconnected

Cards not appearing

If expected cards don't show up:

  1. Verify cards exist on the board

  2. Check if cards are filtered by RFP source

  3. Look in the "Excluded Cards" section

Generation taking too long

Large documents with many cards may take time to process. The "Classifying" or generation status will show in the header while processing.


Need help? Contact support or check the main documentation for more details.

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