Create documents with AI Studio

A useful document is not just “some text about the topic.” It has a job: brief a decision-maker, preserve what happened in a meeting, turn research into a report, or give a team a plan they can edit.

Choose Doc in AI Studio when the result should be an editable written artifact on the canvas. AI Studio can use your prompt, selected canvas objects, completed attachments, and pasted URLs to create a summary, report, plan, proposal, meeting note, comparison, checklist, or other structured draft.

The short version

1. Open the editable canvas where the document should live.
2. Select the source objects you want AI Studio to use.
3. Open AI Studio and choose Doc.
4. Attach any additional source files or paste relevant URLs, then wait for uploads to finish.
5. Ask for a specific document type, audience, structure, length, and source boundary.
6. Select Submit.
7. Review the finished document against its sources, then edit it on the canvas or continue in Object Chat.

A reliable prompt looks like this:

Turn the selected meeting notes into concise meeting notes for the project team. Use Decisions, Action items, and Open questions. Include an owner or due date only when the source states one. Write "Unspecified" instead of guessing.

Choose Doc when the writing is the deliverable

Doc is right when someone needs to read, edit, or hand off the result as writing.

Subject words do not decide the type. Write a launch brief for a landing page should be a Doc because the deliverable is a brief. Build a landing page for this launch should be a Web page because the deliverable is the page.

Use Table instead when every item must follow the same columns, such as feature, owner, status, score, or due date. Use Doc when the comparison needs reasoning, caveats, recommendations, or a narrative around the data.

Start from the right canvas context

On desktop, open the canvas and use the AI Studio panel. On supported phones and narrow screens, open AI Studio from the canvas toolbar. You need canvas edit access and usable workspace AI credits.

AI Studio can use:

A draft can include up to 10 attachments, with up to 20 MB read for context from each file. Only completed uploads are included. Remove failed files and wait for in-progress uploads before selecting Submit.

You can select up to 20 canvas objects as context. Selection tells AI Studio what to read; it does not tell AI Studio to overwrite those objects. The generated document appears as a new object near the visible canvas area.

Tell AI Studio what kind of document to write

Name the document type instead of hoping length and structure emerge from the topic.

AI Studio follows an explicit format request over its normal document structure. If you want exactly five bullets, say exactly five bullets. If you want a one-page memo without a title, say that. This is both clearer and cheaper than generating a long report and asking AI to cut it down afterward.

Use prompt patterns that reduce invention

A strong document prompt includes the job, audience, source, structure, constraints, and missing-information rule.

Summarize source material

Summarize the attached research for a product lead in no more than 350 words. Use one heading and five bullets. Keep all dates and percentages unchanged. Do not add recommendations.

Turn notes into meeting notes

Create meeting notes from the selected notes. Use Decisions, Action items, and Open questions. Include names and dates only when explicitly stated. If an action has no owner, write "Unspecified".

Write a decision brief

Write a one-page decision brief comparing options A and B for the leadership team. Include context, three comparison axes, risks, a recommendation, and what still needs verification. Use only the selected sources.

Create a proposal

Turn the attached project outline into a client-facing proposal. Use Problem, Goal, Proposed approach, Timeline, Risks, and Expected impact. Keep the tone direct and remove internal team names.

Put a table inside a document

Write a short vendor recommendation. Start with a two-paragraph analysis, include a compact table with Vendor, Strength, Risk, and Best fit, then end with a recommendation.

A table inside a Doc supports the surrounding explanation. It is not the same as a standalone Table object. Choose Table when you mainly need a reusable grid or expect to edit cells as the primary workflow.

Review the document before you use it

AI Studio returns one editable text object. Depending on the request, it can contain headings, paragraphs, emphasis, bullets, numbered steps, and an in-document table. Longer content is sized to fit the result, but layout is not proof that the content is correct.

Check the draft in this order:

1. Confirm that it answers the requested job and uses the requested document type.
2. Compare claims, names, dates, numbers, decisions, and quotes with the source.
3. Check that missing owners, due dates, statuses, or metrics were left unspecified rather than invented.
4. Remove sections that sound plausible but are not supported by the source.
5. Tighten the tone and length for the real reader.
6. Check links and source references before sharing.

AI Studio can use research and source context, but a polished paragraph can still be wrong. If the document will drive a client promise, legal position, hiring decision, budget, schedule, or public claim, verify it with the source owner.

Edit the result without starting over

Click into the finished document to edit wording and formatting directly. When the draft is broadly right but needs a targeted change, open its AI version badge or Object Chat and ask for a bounded edit, such as:

• Shorten the opening to two sentences. Leave every number unchanged.
• Rewrite only the Risks section for an executive audience.
• Change the action items to checkboxes. Do not add owners or dates.
• Replace the conclusion with a neutral summary. Keep the rest of the document.

Use Object Chat for follow-up work on the document that already exists. Use AI Studio again only when you need a genuinely new artifact from different context.

Spend credits on a better first draft

Document generation uses workspace AI credits. Deleting a completed document does not return credits because the AI work already ran.

To avoid waste:

• Select only sources that belong in the document.
• Ask for the real document type and reader on the first attempt.
• State the exact length or section structure when it matters.
• Tell AI Studio what not to invent or change.
• Edit small wording and formatting issues manually.
• Use a targeted Object Chat edit when one section is wrong.
• Do not resubmit while the first placeholder is still processing.

If the source is large, narrow the job. Extract the launch risks from this plan is more reliable than Turn these six files into a complete strategy.

When document generation does not behave as expected

Deleting a processing document placeholder cancels the task from the canvas. If you contact support, include the canvas link, approximate request time, prompt summary, attachment types, selected-source description, whether the placeholder appeared, and whether credits were blocked or consumed. Do not send private source files or customer data unless support specifically needs them and you are allowed to share them.