Guide

Creating Documents with AI

Learn how to use Claude to draft, format, and polish professional documents — proposals, reports, letters, and more — in a fraction of the time.

The AI Document Workflow

1

Start with the right prompt

Find a matching template in the Prompt Library. The closer the template matches your task, the less editing you'll need.

2

Give Claude real context

Fill in every bracket with actual details. Include names, dates, addresses, and specific requirements. More context = better output.

3

Review the first draft

Read through the output. Don't expect perfection — look for structure, tone, and completeness. Is the overall direction right?

4

Iterate in the same thread

Ask for specific changes: "Make the intro stronger," "Add a section about timeline," "Use more formal language." Each revision gets closer.

5

Polish and personalize

Add your personal touches, verify facts and numbers, and make sure it sounds like you — not like a robot.

6

Format and deliver

Copy the final version into your document tool (Word, Google Docs, email). Add headers, logos, and formatting as needed.

Document Types You Can Create

Customer Proposals

Professional proposals that build trust and clearly communicate scope, timeline, and value.

Insurance Narratives

Factual, detailed damage narratives formatted for insurance adjusters.

Status Reports

Weekly or project status reports that keep leadership informed.

Executive Summaries

One-page summaries that distill complex information for decision-makers.

Pro Tips

  • Always verify dates, dollar amounts, and names — AI can get details wrong
  • Use the "make it shorter" follow-up — first drafts from AI tend to be too long
  • Ask Claude to write in your company's voice by describing the tone you want
  • For templates you use often, save the filled-in prompt so you can reuse it
  • When in doubt, ask Claude: "Is there anything missing from this document?"