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Docs

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Docs Overview How to Use Docs

How to Use Docs

Rui Luis

Last Update há 2 meses

Overview


The Docs page allows your team to upload, manage, and utilize PDF documents as input for AI-generated OKRs (Objectives and Key Results). By associating documents with a specific team, you ensure that strategic planning is grounded in relevant materials and insights.



🔄 How It Works 1. Upload and Assign PDFs to Team

  • Use the dropdown menu at the top of the page to select a team.

  • Upload any PDF documents you want to associate with that team (e.g., strategy briefs, planning decks, market research).

  • All documents are stored securely and linked to the selected team.

📌 Each uploaded document is indexed and made ready for AI processing.

2. Generate OKRs with AI

  • Once documents are uploaded, click the (sparkles) button.

  • The AI will analyze the documents and return a list of suggested OKRs based on the content.

  • Suggestions will be structured as:

    • Objectives

    • Child Objectives (if applicable)

3. Review & Accept or Reject OKRs

  • You will see a list of AI-suggested OKRs.

  • For each item, you can:

    • ✅ Accept – It will be added to your team’s OKRs and displayed throughout the app.

    • ❌ Reject – It will be discarded from the current suggestion batch.

4. OKR Integration Across the App

  • Any accepted OKRs will appear in:

    • Your Objectives dashboard

    • Roadmaps, Planning views, and other strategic tools

    • Child Objectives, if generated, will be automatically nested under the relevant parent Objectives


💡 This creates a seamless bridge between source documents and structured strategic planning.
🚀 Coming Soon! - Integration with the soon to be released Plan Focus app will make this step automatic. Stay tuned for updates.

Best Practices

  • Upload clean, structured PDFs: Reports, strategy decks, and frameworks yield better results than raw data dumps.

  • Use team tagging thoughtfully: Ensure the correct team is selected to avoid cross-contamination of OKR suggestions.

  • Review AI suggestions critically: Not all suggestions will be perfect — treat them as a starting point.

FAQ's

Q: Can I regenerate OKRs from the same document?
Yes, you can re-run the AI suggestion engine at any time if more insights are needed.

Q: What happens to rejected OKRs?
Rejected OKRs are not stored or displayed anywhere, but you can re-run generation if needed.

Q: Can I edit an accepted OKR?
Yes, once accepted, you can customize the wording, targets, or structure within your OKRs dashboard.

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