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AI Business Document Studio Guide

AI Business Document Studio Guide

Use the annotated Document Studio map to find the header, credits, compact command center, source upload, source details, tone and length controls, sections dropdown, Word-style document canvas, and DOCX export path.

Annotated map Section picker Real examples DOCX export
Open Document Studio See document recipes
Document Studio reference Use the linked callouts as the current AI Business Document Studio map: each label points to a visible studio area and opens the matching guide section below.
Updated June 2026
Ready for the step-by-step guide? Jump to the section list and open the part you need. Jump to guide sections
Guide Shortcuts

Jump to a section

Use these shortcuts to show one part of the Document Studio guide at a time. The active section opens below while the rest of the workflow stays tucked away.

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Studio Header

Studio Header, Credits, Buy Credits, and Account State

The Document Studio header keeps the account path close to the drafting workflow. A returning user can see the document credit state, open Buy Credits, move to Account, or jump back to other tools without leaving the page.

Access
Document Studio header showing navigation, document credit state, Buy Credits, and Account
The top strip keeps Document credits, Buy Credits, and Account visible before the user spends credits on a draft.
Document Studio Buy Credits drawer with Starter, Growth, and Pro credit packs
Buy Credits opens the Document Studio credit drawer with Starter, Growth, and Pro packs.

Document Credits

The credit pill shows whether a browser session has available document credits. It should be checked before choosing a longer draft.

Buy Credits

Buy Credits opens the paid pack drawer. Starter supports first drafts and one-pagers; Growth and Pro fit recurring proposals, SOPs, and planning work.

Account State

Account stays in the top navigation so a member can sign in, review access, or return to stored account context without searching the footer.

Workflow Cue

The hero and metric cards set the expectation: structured source notes become a polished business document and a downloadable DOCX.

Document Type Dropdown

Proposal, SOP, Business Plan, One-Pager, Creative Brief, and Professional Profile

The first decision is the document type. It changes the default section list, workspace chip, example reset, and the structure the generator tries to produce.

Types
Document Studio document setup card with a document type dropdown, document name, audience, and objective fields
The compact Document setup card starts with the six business document paths in a dropdown, then keeps the document name, audience, and objective beside it.
ProposalLocal service proposalUse Client Proposal for messy client notes that need scope, approach, timeline, investment, and next steps.
SOPOld process docUse SOP when a copied procedure needs roles, quality checks, exceptions, and review cadence.
PlanLaunch notesUse Business Plan for product launch notes, operating assumptions, revenue ideas, risks, and milestones.
One-PagerRough bulletsUse One-Pager when sales or marketing bullets need audience, offer, proof points, and a clear CTA.
BriefCampaign requirementsUse Creative Brief for campaign objective, audience, message, deliverables, visual direction, and approvals.
ProfileService or about copyUse Profile to turn website service/about copy into positioning, services, proof points, and selected experience.
Upload Source Notes

.txt, .md, .docx, and .pdf Sources Fill Source Details Before Credits Are Spent

The upload field extracts text into Source details. It is built for old proposals, notes, SOP drafts, briefs, copied client material, DOCX files, and PDF source documents.

Upload
Document Studio Source material department with upload, Source details, and Must include fields
Upload source notes now sits inside the Source material department with Source details and Must include fields before generation.
Document Studio compact command center with document setup, source material, output settings, credits, and generation actions
The compact command center groups setup, source material, output settings, credits, and generation actions above the document page.

DOCX Into Source Details

Upload an older proposal DOCX when the useful client context is trapped in a previous draft. Review the extracted text before generating.

PDF Into Source Details

Upload a PDF source when the source is a client handout, scope note, campaign requirement sheet, or exported process document.

Markdown Notes

Use .md when notes already have headings, bullets, links, or rough sections that should guide the final outline.

Plain Text Paste

Use .txt for copied calls, meeting notes, old checklists, or rough bullets that do not need formatting preserved.

Source Details

Audience, Objective, Source Details, and Must-Include Fields

Source details are the substance of the draft. The audience and objective focus the document, while Must include handles rules the generator should not miss.

Inputs
Document Studio Source material department with local service proposal notes in Source details and Must include
The local service proposal example starts from messy notes about an outdated website, weak calls to action, a quote flow, service pages, gallery structure, and launch checklist.

Audience

For the local service proposal, the audience is the small business owner who needs clearer service pages, local lead capture, and simple monthly content support.

Objective

The objective says what the document needs to do: present a credible plan, scope, timeline, pricing structure, and next approval step.

Source Details

Paste the messy facts: outdated website, weak CTAs, no quote flow, inconsistent service descriptions, gallery needs, and a 30-day launch checklist.

Must Include

Use Must include for assumptions, phased timeline, client responsibilities, review checkpoints, required sections, and the next step.

Tone, Length, and Credit Cost

Tone, Draft Length, and 1 to 3 Document Credit Cost

Tone controls how the draft should sound. Length controls document depth and the credit cost shown in the form, header metric, and workspace chip.

Cost
Document Studio Output settings card with tone, length, action plan, and sections dropdown controls
The Output settings card keeps tone, length, action plan, sections, and the selected-section count in one compact department.
Document Studio credit packs for Starter, Growth, and Pro document credits
Credit packs are separate from the compact command center so users can top up before generating a longer document.
TonePolishedUse polished for proposals, plans, and client-ready drafts that should feel practical and clear.
TonePremiumUse premium when the document is for an executive, high-ticket offer, or concise sales package.
ToneDirectUse direct when a one-pager or brief needs sharper conversion language and less explanation.
1 creditConciseGood for a short profile, one-pager, quick brief, or first-pass summary.
2 creditsStandardGood for most proposals, SOPs, and practical planning drafts.
3 creditsDetailedUse detailed when a business plan or SOP needs deeper structure, assumptions, and review notes.
Sections And Action Plan

Selected Sections, Outline Control, and Action Plan Table Toggle

Each document type loads a sensible section preset. Users can keep the full outline or remove sections before generating. The action plan toggle adds a structured table for tasks, owners, and timing.

Outline
Document Studio Output settings card with the sections dropdown open and Action plan selected
The sections dropdown keeps outline choices tucked away until users need to add or remove parts of the final document.

Proposal Sections

Client Proposal defaults to Executive Summary, Client Problem, Recommended Approach, Scope Of Work, Timeline, Investment, and Next Steps.

SOP Sections

SOP defaults to Purpose, Scope, Roles, Procedure, Quality Checks, Exception Handling, and Review Cadence.

Business Plan Sections

Business Plan defaults to market opportunity, offer, operating plan, revenue plan, risks, and next milestones.

Action Plan Table

Keep the table on when the document should assign launch tasks, process owners, approval checkpoints, or campaign follow-ups.

Document Workspace

Word-Style Document Canvas, Setup Chips, Generate Toolbar, and Review Cards

Below the compact command center, the workspace becomes a Word-style page editor. Before generation, the page shows the expected draft shape and the centered review cards summarize the setup path: upload or paste notes, choose sections, generate, and export DOCX.

Review
Document Studio Word-style workspace canvas before generation
The empty workspace keeps Draft Canvas, document type, credit cost, Upload Notes, and Generate actions above the full page preview.
Document Studio generated Word-style draft with centered review cards and Export DOCX button visible
After generation, review the full document page, centered review cards, and Export DOCX button before downloading.

Draft Canvas

The canvas previews the document shape so users understand they are building a structured draft, not a chat answer.

Review Cards

The cards below the page summarize setup, review notes, requested sections, and export status after generation.

Setup Chips

Draft Canvas, selected document type, and credit cost chips keep the active setup visible above the document page.

Toolbar Actions

Upload Notes and Generate stay close to the canvas. Export DOCX appears after a generated document is ready.

Export, Recipes, And Quick Answers

Export DOCX, Real Business Recipes, FAQ, and Related Pages

Use these examples when deciding what to paste, upload, include, and generate. Each recipe maps to a real business document path supported by the studio.

Answers
Document Studio export DOCX workflow after a generated proposal draft with centered review cards
Export DOCX appears only after the draft has been generated and is ready for download.

Local Service Proposal

Paste messy client notes about website problems, quote flow, service pages, gallery structure, timeline, and pricing assumptions. Keep action plan on.

SOP From Old Process Doc

Upload an old DOCX procedure, choose SOP, keep roles and quality checks, and require exception handling plus review cadence.

Marketing One-Pager

Paste rough bullets about audience, offer, proof, objections, and CTA. Use Direct tone and concise length for a sales-ready sheet.

Business Plan From Launch Notes

Paste product launch notes, target market, revenue assumptions, operating constraints, risks, and 30/60/90 day milestones.

Creative Brief From Requirements

Paste campaign requirements, audience, key message, deliverables, channels, approval notes, and visual direction.

Professional Profile

Paste service/about page copy, case proof, selected experience, target client, and preferred next step for a polished profile.

DOCX Source Upload

Upload an old client proposal DOCX, review extracted Source details, then regenerate as a cleaner current proposal.

PDF Source Upload

Upload a PDF scope sheet or process handout, review extracted text, then generate a structured brief or SOP.

What should I choose first?

Choose the document type first. It controls the default sections and example reset, which affects every field that follows.

When should I upload a file?

Upload when source context already exists in an old proposal, SOP, PDF requirement sheet, or markdown notes.

How do credits work?

Concise costs 1 credit, Standard costs 2 credits, and Detailed costs 3 credits. Buy Credits opens the document credit packs.

When should I export DOCX?

Export after reviewing the generated sections, assumptions, action plan, names, numbers, claims, and client-specific terms.

Open Document StudioConvert PDF to WordCampaign Studio GuidePDF to Word GuideFree Member ToolsSupport
This guide reflects the current AI Business Document Studio layout, including the studio header, Document credits, Buy Credits, account navigation, compact command center, document type dropdown, upload source notes for .txt, .md, .docx, and .pdf, Source details, Must include, Tone, Length, sections dropdown, action plan table, Word-style Document Workspace canvas, centered review cards, Generate, Export DOCX, and common business document recipes.