Accurate and detailed documentation is essential, but manually creating notes for each workflow step or section can quickly become tedious and time-consuming. Puzzle’s AI-Powered Note Generation feature solves this by automatically generating clear, contextually relevant, and detailed notes with just one click.
By instantly creating thorough written documentation based on your existing workflow information, Puzzle’s AI helps your team save valuable time, maintain consistency, and ensure that your processes are always clearly documented and easy to understand.
This guide shows you exactly how to use Puzzle’s AI to generate high-quality notes, customize their style, and enhance productivity across your entire team.
Benefits of Using AI for Documentation
🚀 Efficient Documentation: Skip the manual typing and let AI fill in detailed notes using information that is already set on the step
🛠️ Customize Style & Tone: Tailor your AI-generated notes to meet your documentation style by giving the AI additional instructions
🎯 Accurate documentation: AI uses key details based on your step titles and tools to generate information that is relevant and thorough
Video Guide: Generate Notes with Puzzle AI
Step-by-Step Guide
1️⃣ Generating AI-Powered Notes for a Step
1️⃣ Generating AI-Powered Notes for a Step
👉 Select Your Step: Open a workflow step with an existing title and assigned tools.
✨ Generate Notes: Click the AI button located in the sidebar to instantly generate detailed notes.
🧐 Review & Adjust: Carefully review the generated notes for accuracy, editing as necessary.
↩️ Undo Changes: If the AI-generated notes aren't suitable, quickly revert to your original notes by pressing Ctrl+Z (Windows) or Cmd+Z (Mac) while still within the sidebar.
2️⃣ Generating AI-Powered Notes for a Section
2️⃣ Generating AI-Powered Notes for a Section
👉 Choose Your Section: Navigate to the section requiring AI-generated notes.
✨ Generate Section Notes: Click the AI button. Puzzle’s AI analyzes each step within the section to automatically create a comprehensive summary, including key objectives and the overall purpose of the section.
3️⃣ Customizing AI Prompts in Settings
3️⃣ Customizing AI Prompts in Settings
✨ Open AI Settings: Click the gear icon (⚙️) at the top-right corner of your workspace to access AI Configuration.
🌍 Set Preferred Language: Select your preferred language to ensure the notes align with your documentation needs.
➕ Customize AI Prompts: Clearly define additional formatting instructions or style preferences. For example:
“Always include headers like Overview and Useful Links.”
“Keep a professional tone and limit responses to 500 characters.”
💾 Save Your Preferences: Apply these customized settings across all future AI-generated notes, providing consistency and clear documentation standards.
💡 Best Practices and Tips
🔧 Refine AI Prompts Regularly: Regularly update and refine your prompts to ensure the AI aligns with evolving documentation standards.
🔄 Take Advantage of Undo: Use the Ctrl+Z/Cmd+Z shortcut to quickly revert AI-generated notes if necessary, giving you control over note accuracy.
🧱 Structure Your Section Notes: Use predefined categories (e.g., Overview, Best Practices, Key Objectives) for structured, easy-to-follow section notes.
🤝 Collaborate on Prompt Setups: Share successful prompt setups and documentation standards with your team to maintain consistency and clarity across all workflows.
Conclusion
Puzzle’s AI-Powered Note Generation revolutionizes your documentation process by quickly producing clear, accurate, and consistently structured notes. This feature significantly reduces manual effort, saves your team valuable time, and provides comprehensive documentation for your workflows in just seconds.
Start using AI-powered notes today and leverage customization settings to streamline your documentation workflow, ensure consistency, and boost your team’s overall productivity.