Documents

The finished write-up a library produces when recordings of the same task are written into its template.

A document library writes a document from one or more recordings of the same task. The library's template decides the document's structure, so every document in a library has the same sections.

Read and edit

Open Documents, pick a library and pick a document. This works the same in the dashboard and in the desktop app. A document shows its title, its category and tags, then one card per template section.

The AI writes every document, but you can change any of it by hand: edit a field or a timeline entry and select Save on that section.

Beyond its sections, a document carries a category (one of the kinds of work its library groups documents by) and tags (AI keywords for finding documents). Both are assigned by the AI and are read-only on the document. In the dashboard a Details table also records the applications involved, how many times the task has been seen across devices and when it was first and last seen.

How a document stays current

Recordings keep arriving as you work. When a new recording matches a task that already has a document, the AI updates that document rather than writing a second one, and the document's seen count and last seen date move with it. In a library set to Review, recordings wait in the review queue until someone selects Approve, and only then join the next writing run.

There is no per-document delete. A document changes as the AI rewrites it, and it goes away when its library is deleted.

Source recordings

Every document lists the recordings it was written from in its Source recordings card. Each entry links back to the recording, so you can check the exact steps behind any claim in the write-up.

Documents link to each other with labelled edges: one document often comes next after another, often comes before it or is an alternative way to do the same task. In the dashboard a document's Related documents card groups these links by label, and the Document map draws the whole picture as a graph.

The same edges travel with each document over the API, split into incoming and outgoing, so your agents can walk from one document to the next. See Documents in the API.

Exports

You can export documents as JSON, CSV, XLSX or PDF on every plan, from the Exports page in the dashboard or the desktop app: pick the documents, pick a format and download.

There are no public share links. Outside your workspace, documents are read with an API key over the API, the CLI and MCP.