AI Assistant & AI FeaturesUpdated May 2026

AI Document Generation

How to generate business documents using AI in Tetri Copilot.

Access:OwnerAdminUser

Overview

The AI Document Generation feature helps you create professional business documents โ€” proposals, contracts, letters, reports, and more โ€” using AI. You provide key details and the AI generates a complete, well-structured document.

How to Generate a Document

  1. 1

    Go to Documents โ†’ AI Documents in the sidebar.

  2. 2

    Click New Document.

  3. 3

    Select a document type (proposal, letter, report, etc.).

  4. 4

    Fill in the key details requested (client name, purpose, key points).

  5. 5

    Click Generate.

  6. 6

    The AI creates a draft document.

  7. 7

    Review and edit the generated content.

  8. 8

    Click Download PDF or Save to store the document.

โš ๏ธ

Important

Always review AI-generated documents before sending them to clients. The AI provides a strong first draft but human review is essential for accuracy and tone.

Was this article helpful? ยท