Using a prompt
Describe what you want to write and Eddy AI generates a complete, structured article. The more specific your prompt, the better the output.
Learn more →Article outline
Provide a topic and Eddy AI builds a structured outline with headings and sections. Use this when the subject is complex and you want to validate the structure before any content is written.
Learn more →From video
Upload a Zoom, Teams, or Google Meet recording and Eddy AI converts it into a written article. Include screenshots to automatically extract visuals from the video — ideal for how-to guides and product walkthroughs.
Learn more →From audio, transcript, or text file
Upload a customer call recording, meeting transcript, or Word document and Eddy AI turns it into a structured knowledge base article. No manual transcription or reformatting needed..
Learn more →
You can also access Eddy AI using the **Flywheel** (+) icon by hovering below any article in the category pane and selecting **Create with Eddy AI**, or from the **(...)** menu next to a category. If you're inside a **Folder/Index** type category, click the **Create article** dropdown in the top-right corner and select **Create with Eddy AI**. Alternatively, use the **Slash (/) command** directly from within the editor.
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## Create an article with Eddy AI
First drafts are the hardest part of documentation. Eddy AI eliminates that friction — whether you're starting from a prompt, a recording, or an existing file, it generates a structured, ready-to-refine article so you can spend your time on accuracy and quality, not blank pages.
### Create article using a prompt
Use this when you know what you want to write but need a head start. A clear, specific prompt gives Eddy AI the direction it needs to produce something usable on the first try.
1. Open the **Write Article** panel. The default mode is **Create article using prompt**.
2. Enter your prompt. Be specific — "write a troubleshooting article for login errors in a SaaS app" will outperform "write about login issues" every time.
3. Select your information source from the **Workspace + Web** dropdown:
- **Workspace + Web** *(default)* — Eddy AI combines information from your workspace and the web.
- **Workspace** — Eddy AI fetches content exclusively from your workspace.
- **Web** — Eddy AI fetches content only from the web. Useful for general topics not yet covered in your workspace.
4. Click the **Preference** icon to select a style guide and template:
- A system style guide is applied by default. Use the **Style Guide** dropdown to select a custom style guide, or choose **None** to generate without one.
- Click **Pick a template** to open the **Article from template** panel. Select a template, preview it in the right pane, and click **Use this template**. To learn more, see [Style guide](https://docs.document360.com/docs/style-guide).
5. Click the **Send** icon. Eddy AI will begin generating the article.
6. If the article title was left blank, Eddy AI will generate one automatically based on the prompt. You can edit the title manually after generation.
7. Once generated, review the draft and take one of the actions described in [Post-generation actions](https://docs.document360.com/docs/create-with-eddy-ai#postgeneration-actions) below.
:::(Info) ( NOTE)
You cannot interact with the editor while an article is being generated. You can switch to other sections of the portal or browser tabs. A notification will inform you when the content is ready
:::
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### Create article outline
Use this option to generate a structured outline before writing the full article content.
1. In the **Write Article** panel, select **Create article outline**.
2. Enter the topic or prompt in the text field.
3. Click the **Send** icon. Eddy AI will generate an outline with headings and sections based on your input.
4. Review the outline in the editor, then expand each section manually or use **Continue writing** to let Eddy AI fill in the content.
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### Create article from video
Use this option to convert a video recording — such as a Zoom, Microsoft Teams, or Google Meet recording — into a written article.
1. In the **Write Article** panel, select **Create article from video**.
2. Upload your video using one of the following options:
- **Choose from Drive** — Select a video from the Document360 Drive and click **Insert**.
- **Upload from computer** — Select a video from your local storage and click **Open**.
- **Drag and drop** — Drag a video file into the upload area.
3. Click the **Delete** icon to remove the upload and start over if needed.
4. Once uploaded, the text field becomes active. Enter your own prompt or select one of the suggested prompts to guide the article output.
5. Choose whether to include screenshots:
- **Include screenshots unchecked** *(default)* — The article is generated as plain text. You can select a template and style guide using the **Preference** icon.
- **Include screenshots checked** — Eddy AI extracts screenshots based on interactions in the video and generates a how-to article with images. Template and style guide selection is not available in this mode; a default structure is applied.
6. Click the **Send** icon. Eddy AI will process the video and generate the article.
:::(Info) ( NOTE)
Supported format: **MP4** only. Maximum file size: **500 MB**. Minimum resolution: **320p**. Maximum video length: **10 minutes** with screenshots; **30 minutes** without screenshots. The video must have clear, audible audio and visible screen interactions for best results. Screenshots from an accepted article are saved to Drive. Videos uploaded from local storage are not saved to Drive. YouTube video links are not supported — download the video first and upload it directly.
:::
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### Create article from audio, transcript, or text file
Use this option to generate an article from an audio recording, a meeting transcript, or a text document.
1. In the **Write Article** panel, select **Create article from audio, transcript, or text file**.
2. Upload your file using one of the following options:
- **Choose from Drive** — Select a file from the Document360 Drive and click **Insert**.
- **Upload from computer** — Select a file from your local storage and click **Open**.
- **Drag and drop** — Drag the file into the upload area.
3. Click the **Delete** icon to remove the upload and start over if needed.
4. Once uploaded, the text field becomes active. Enter your own prompt or select one of the suggested prompts to guide the output.
5. Click the **Preference** icon to select a style guide and template.
6. Click the **Send** icon. Eddy AI will convert the file into a structured article.
:::(Info) ( NOTE)
Supported formats: **.mp3** (audio recordings), **.txt** (text scripts or notes), **.doc** or **.docx** (Word documents). Files uploaded from local storage are not saved to Drive.
:::
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### Close the Write Article panel without generating
Hover outside the **Write with Eddy AI** panel — your cursor will change to a **cancel icon (⊘)** — and click it. A confirmation dialog will appear. Click **Discard** to exit.
:::(Info) ( NOTE)
Any prompt text you've entered will be lost when you close the panel. Copy your prompt before closing if you want to save it for later.
:::
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## Post-generation actions
After Eddy AI generates an article, a confirmation panel appears at the end of the article with the following options:
1. Click **Keep it** to accept and retain the generated response.
2. Click **Discard** to reject the response and return to the prompt entry panel.
3. Click **Modify response** to refine the draft. The available options are:
- **Make longer**
- **Make shorter**
- **Improve it**
- **Change tone:** Professional, Friendly, Casual, Straightforward, or Confident
- **Convert speech:** Direct to indirect, or Indirect to direct
- **Change voice:** Active voice or Passive voice
4. To refine tone, voice, or writing style further, enter a custom prompt in the text field (for example, *"sound more professional"* or *"make it instructional"*) and click **Send**.
5. Use the **back** and **forward** arrows to navigate between all generated responses. The total number of responses is displayed alongside the arrows.
6. Click the **Like** icon if you are satisfied with the response, or the **Dislike** icon if you are not. This feedback helps improve future responses.
:::(Info) ( NOTE)
You can regenerate an article up to 10 times. Refinement actions are subject to project-level credit limits. Contact [Document360 support](https://document360.com/support/) for credit-related queries.
:::
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Once you accept the response using **Keep it**, the **Eddy AI** menu appears at the bottom-right of the editor with the following options:
Are uploaded audio and video files stored in the Document360 Drive?
Files uploaded from local storage are not saved to Drive. Files selected directly from Drive remain in Drive. Screenshots extracted from an accepted video article are saved to Drive.
What is the character limit for the writing agent style guide?
The style guide supports up to 25,000 characters. This limit applies only to the style guide configuration and does not affect article publishing or knowledge base storage limits.
Can Eddy AI apply custom formatting or fonts to generated articles?
Eddy AI can apply basic formatting such as bold and italics when specified in the prompt. Font type, size, and colour customization are not supported.