Edit documents with AI
Before you start
Section titled “Before you start”Connect an AI provider. Open the sample meeting notes or a file you can share with the provider. Use Save As before editing if you need the original.
1. Choose a file and a scope
Section titled “1. Choose a file and a scope”Open the document’s AI panel. Select a paragraph or specify the heading, section, or cells you want the AI to work on. Include constraints such as keeping dates and amounts as written.
2. Request a draft
Section titled “2. Request a draft”Try “Shorten the announcement to three sentences in chat. Keep the date, place, capacity, and fee.” Compare the draft with the original before asking the AI to apply it.
3. Review the response and the edit
Section titled “3. Review the response and the edit”A chat answer does not by itself change a document. Look for changes in the editor and verify numbers, names, and formatting. Where the editor offers a preview, change history, or undo action, use it to review or reverse the edit.
4. Save and reopen
Section titled “4. Save and reopen”Save the result or create a copy. Check the filename and location, then reopen the saved file.
Use another document as a source
Section titled “Use another document as a source”Attach only the files needed. For questions about several documents, try Knowledge Vault. Review what may be sent to the provider.
If the answer is wrong or stops
Section titled “If the answer is wrong or stops”Narrow the request, check the selected model and provider limits, and try one small task. See AI troubleshooting.