📑 Working With Outputs

Overview

This guide provides a step-by-step walkthrough on how to generate a structured document using Wooshii Assist's Output Templates. By selecting a template and providing source data (like a meeting transcript or notes), you can quickly create insightful, formatted outputs.

Prerequisites

• You must be logged into your Wooshii Assist workspace.
• You should have an existing Project to work in.
• Have your source file ready (e.g., a .docx , .txt , .pdf of your notes, transcript, or other raw data).

Step-by-Step Instructions

The process can be broken down into two main parts: selecting your template and generating the content.

Part 1: Selecting Your Template

1. Navigate to your chosen project from the main dashboard.
2. Inside the project, ensure you are in the Outputs tab. You will see a list of any outputs already created.
3. Click the purple + New Output button in the top-right corner of the screen.
4. A pop-up window will appear, displaying all the available Output Templates in your workspace. These may include standard templates like Creative Brief and Custom Document, as well as custom templates built for your organization.
5. Click on any template in the list to see a description of its purpose and a list of the Document Sections it will generate.
6. For this example, we will select the Sales Call Insights template.
7. Once you have chosen the appropriate template, click the Create button.

Part 2: Generating the Content

1. After clicking "Create," you will be taken to the main output editor. This screen is divided into two parts:
   • Left Panel: The Project Assist chat interface where you interact with the AI.
   • Right Panel: The empty sections of the Output Template you selected.
2. In the Project Assist panel on the left, locate the Upload a File icon (it looks like a paperclip).

3. Upload your source document. For this example, we are uploading a sales call transcript document.

   Once the file is uploaded, you can give the assistant a simple instruction. The template already provides the AI with most of the context it needs, so your instruction can be straightforward.

   • Example Prompt: Please analyze this sales call transcript and fill out the template.
4. Send the message. The Project Assistant will begin its process, showing states like "Thinking..." and "Finished thinking." It will then analyze your document and begin populating the sections in the right-hand panel.
5. Once complete, the sections on the right (e.g., Call Insights, Response Email) will be filled with structured information extracted and generated from your source file.

Reviewing and Using Your Output

You can now read through the generated content. You can copy the text, make edits, or export the document as needed. The AI has successfully transformed your unstructured data into an actionable asset based on the intelligent instructions built into the template.

What's Next?

• Learn how to edit and refine the content within your generated output.
• Explore how to create your own custom Output Templates to fit your team's specific needs.