Manage Documents

Documents are how your Chief of Staff hands you finished work. Plans, SOPs, email sequences, strategy docs, reports — anything that needs to live somewhere you can come back to.

You don't open a separate writing app. You ask, it drafts, you edit. Your edits save themselves.

What it does for you

Spin one up from chat:

• Ask for a plan, an SOP, an email sequence, a one-pager
• Your CoS writes the full thing in a structured doc — headings, bullets, the works
• Lands as a card in chat with a link to open it
• Saved permanently the moment it's drafted

Edit it like a normal doc:

• Open the document and edit inline — bold, headings, lists, links, tables
• Ask the CoS to revise, expand, rewrite, or add a section without leaving chat
• Changes save automatically about a second after you stop typing, and again when you click away or leave the page. The editor shows Saving…, then Saved
• If a change can't be saved, the editor says Not saved and gives you buttons to retry or copy your edits
• The document card in chat shows the word count and when it was last updated

Revise a draft without losing anything:

• Paste a draft into the chat or attach it, and ask for edits. Your CoS first saves it as a document exactly as you wrote it, then makes only the changes you asked for
• Ask your CoS to edit a draft (one you pasted, attached, uploaded, or one it wrote) and it keeps every section, your content, and the way the draft speaks to its reader
• A revision that would drop sections, cut the draft by more than about 15%, or switch from "you" to talking about your client by name is not saved. Your CoS puts the missing parts back first
• Want sections cut or merged, or the voice changed? Say so, and your CoS will make that change
• After a revision, the list of what ran under the reply names any sections that were removed, reworded, or not carried over yet, and warns you if the document mixes "you" with "she" or "he"

Keep it organized:

• Every doc lands in your Asset Library so nothing gets lost
• Docs are Private (just you) by default. Ask your CoS to share one with your team, and everyone in your workspace can open and edit it. A badge shows which it is
• Copy the markdown, download it as Word, Markdown, or plain text, or save it as a PDF
• Send it to Google Docs when you want to keep working there

Get a data file (CSV, spreadsheet, text):

• Ask for a CSV, a spreadsheet, or "export this" and your CoS saves a real file you can download and open in Excel, Numbers, or Google Sheets
• It lands as a card in chat with a Download button and is saved to your Asset Library
• If your CoS fixes a file it already made in the same chat, it updates that file instead of saving a second copy. The card says File updated and the download link stays the same

Search and reuse:

• Ask "find the launch plan we wrote last month" — your CoS pulls it up
• Reference an old doc as the starting point for a new one
• Your CoS reads existing docs as context when you ask for something related

How you use it

1. Open the chat.
2. Ask for what you want — "draft a 90-day launch plan" or "write an SOP for onboarding new clients."
3. Your CoS drafts the full doc and shows you a card with the title.
4. Tap the card to open, edit inline, or ask the CoS to revise.
5. The doc lives in your Asset Library — open it as a full page to copy, download, or export it anytime.

You never leave the chat unless you want to. The same doc can be drafted, revised, and finalized in one conversation.

If you only do one thing today: open the chat and ask your CoS to "write me a one-page SOP for how I follow up with new leads." You'll have a usable doc in under a minute.