Generating documents
The generate dialog, the 12 built-in document types, titles, additional instructions, and what happens after a draft is written.
Generating a document is the core of ForceVue. You pick a type, give it a title, and ForceVue writes a first draft from your initiative's context and goals.
Generate a document
- Open an initiative and go to the Documents tab.
- Click Generate Document.
- Choose a document type.
- Give the document a clear title.
- Optionally add additional instructions: anything specific you want this draft to cover or avoid.
- Click Generate.
ForceVue assembles the initiative's context, goals, related documents, and any uploaded files, then writes the draft. Generation typically takes a few seconds to half a minute. See How generation works for what goes into the context.
Each generation counts against your monthly quota
Writing a document spends one generation from your plan's monthly allowance. Refining existing text with AI does not. If you run out, the quota resets at the start of the next billing month, or you can move to a higher plan.
The 12 document types
Every workspace ships with twelve built-in document types:
| Type | What it is |
|---|---|
| Product Requirements Document (PRD) | A detailed product requirements document |
| Epic | A large feature container for agile teams |
| User Story | "As a [user], I want [goal], so that [benefit]" |
| Business Case | Investment justification and ROI |
| Executive Summary | A high-level overview for leadership |
| Launch Plan | A go-to-market plan |
| Release Notes | A user-facing changelog |
| Competitive Battlecard | A competitor comparison for sales and product |
| OKRs | Objectives and key results |
| Retrospective | A look back at what worked and what did not |
| AI Implementation Spec | A spec for building an AI feature |
| AI Test Plan | A test plan for an AI feature |
Each type has its own section structure and per-section guidance. On paid plans you can customize those, or create your own types. See Document templates.
After generation
The draft opens in the rich text editor. From here you can:
- Edit it. Every change auto-saves and version history is kept.
- See what informed it. The document shows which context items, goals, and sources were used, so you can trace any claim back to its source.
- Refine sections with AI. Select text for a floating menu, or refine the whole document. See Refining with AI.
- Link related documents so they inform future generations.
- Export to Markdown or PDF. See Exporting documents.
Where to go next
- How generation works for what the AI reads.
- Document templates to shape the output.
- Context items and Goals to improve the input.