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Create and review documents

Updated Jun 11, 2026 3 min read

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Documents give your team a structured place to draft and review longer work before it becomes a page, post, email, customer message, proposal, internal note, or workflow output.

What this guide helps you do

  • Create drafts that stay connected to workspace context.
  • Use documents inside workflows when a process needs a written output.
  • Review customer-facing copy separately from internal planning notes.

Before you start

  • Decide whether the document is internal, customer-facing, or a draft for another channel.
  • Know who should review and approve the document.
  • Gather source context such as customer notes, form answers, offer details, or campaign goals.

Do it manually

  1. Open Documents or the workflow document step.
  2. Create a new document or open the existing draft.
  3. Write, paste, or generate the draft content.
  4. If the document is part of a workflow, map the required form or workflow fields into the document step.
  5. Review content, owner, status, and next action.
  6. Move approved content into the page, post, email, customer message, or workflow output that needs it.

Ask Faster AI

  • Draft a customer onboarding checklist as a document, keep the tone clear, and mark anything that needs business review.
  • Turn this intake submission into an internal summary document and a customer-facing next-steps draft.
  • Review this document for public-facing language, missing details, and private notes that should be removed.

Review before saving, sending, or publishing

  • Confirm the document does not include private notes before reusing it publicly.
  • Check owner, status, and next action so the draft does not stall.
  • Keep final customer-facing copy separate from internal planning notes.

Common issues and fixes

  • If a document should become a page or post, move it through the correct editor before publishing.
  • If AI drafts content, review claims, pricing, dates, and customer-specific details.
  • If multiple drafts exist, keep the approved version clearly named.

AI-drafted proposals

For a business example of drafting proposals in one living document instead of loose attachments, read the AI-drafted proposals article. AI-Drafted Proposals and Documents (With the Approval Gate).

Connected workflows

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