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How to Manually Create a Card from a Document

Updated over a month ago

If an important piece of information was not automatically extracted, you can use the AI-assisted creation tool within the document viewer to manually generate a new card.

Steps to create a card:

  1. Open the Document: Navigate to the Docs tab located in your board's top toolbar.

  2. Select your File: Click on the relevant document from the list on the left side of the screen.

  3. Locate the Information: Use the page navigation at the top of the document viewer to go to the specific page containing the content you want to extract.

  4. Initiate Card Creation: In the right-hand Cards panel, click the + Add new card button.

  5. Select the Text: A prompt will appear asking you to draw a box over the text. Click and drag your cursor to highlight the specific passage you want to convert into a card.

  6. Save the AI-Generated Card: The AI will process your selection and automatically generate a card with a title and a formatted summary. Review the generated content, then click Save Card to finalize and add it to your board.

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