Steps to create your document:
Start in Writer: Navigate to the Writer tab within your project and click the + New Document button in the top right corner.
Choose a Template: Select the type of document you want to create from the options provided, such as an "RFP Response Proposal".
Select Your Source Content: A window will appear asking you to choose the source materials from your board. Check the boxes next to the relevant documents (or click Select All), then click Confirm.
Approve the Structure: The AI Agent will analyze your selected content and propose a detailed Table of Contents in the right-hand chat panel. Review the outline, and if it looks right, click the Looks good, create it button.
Confirm Creation: Click the Create button inside the Agent's confirmation message to finalize the setup.
Populate the Document: Click on your newly created file from the Writer Documents list to open it. The AI will automatically classify the cards from your board and assign them to the appropriate sections of your new document.
