AI writer and AI import
Draft and improve documents with AI, and turn raw notes into structured documentation.
AI writer
The AI writer lives in the document editor, in the ✨ AI writer panel above the text. It uses everything documented for the organization, so its drafts are about your client, not generic.
| Button | What it does |
|---|---|
| Draft | Writes a new document from your instruction, e.g. "Runbook for restoring the file server from backup" |
| Improve | Rewrites the current document with better structure and clarity, keeping every fact |
| Add summary | Adds a short overview and key points at the top |
| Environment overview | Writes a complete first-read overview of the client, ending with a list of documentation gaps |
You can add an instruction to any of them, such as "make it a step-by-step checklist". The text appears as it's written. Review it, then save. Changed your mind? Choose Undo to go back to what you had.
Tip: Run Environment overview on each client after you've imported their data. The list of gaps at the end is a ready-made to-do list.
AI import
AI import turns messy information into structured documentation: a previous MSP's handover, onboarding notes, a network scan, a spreadsheet export or a pile of emails.
- Open the organization and choose the AI Import tab.
- Paste the text, or upload a text file (
.txt,.csv,.md,.json,.log,.tsv,.xmlor.html). - Choose Analyze. AI pulls out locations, contacts, assets (with their fields), credentials and documents.
- Review what it found. Untick anything you don't want, then choose Import selected.
Nothing is saved until you've reviewed it. Imports of up to about 150,000 characters work. Split larger exports into parts.
Note: Credentials found in an import are saved into the encrypted password vault. Afterwards, delete the original notes from wherever they came from.
You need the AI import permission to use it.