What are Docs?

Overview

Docs are structured documents you can create directly in TheyDo, grounded in your workspace data. Use them to turn journey context into polished, shareable artifacts — exec summaries, PRDs, business cases, persona narratives, and more — without ever leaving TheyDo.

What Docs can do

The TheyDo Agent reads your journeys, insights, opportunities, and other workspace content, then generates a structured document based on what you ask for. You can also add charts and metrics visualizations directly into a doc, and share or export it for stakeholders who don't use TheyDo.

Docs can also act as templates. Reference an existing doc when prompting the Agent and it will follow that document's structure, voice, and patterns — useful for keeping outputs consistent across your team.

When you open a doc, the TheyDo Agent automatically scopes to that document's content. You can also highlight text inside the doc to focus the Agent on a specific passage.

When to use Docs

Docs are useful when you want to:

  • Share an executive summary of a journey with leadership, without asking them to open TheyDo
  • Generate a PRD, gap analysis, or business case grounded in real journey data
  • Create persona narratives or stakeholder briefings based on workspace content
  • Build reusable templates that capture how your team frames insights and recommendations
  • Produce a working document — like an analysis or prioritization exercise — that you can iterate on

Before you start

  • To generate Docs using the TheyDo Agent, AI must be enabled for your workspace
  • Docs are generated on demand. If the underlying data changes after a doc is created, the doc won't update automatically — you'll need to generate a new one

Tips

  • Docs are not live-updating, so they're best shared as a snapshot or exported as PDF for wider distribution
  • Use your best past docs as templates — the more context the Agent has about how your team writes, the more consistent future outputs will be
  • Docs are private by default. Only the owner can change who can see them