Generate with Ask AI
Summarize, takeaways, next steps, ask page, explain, FAQ, themes, and deliverable drafts — mostly from slash Generate.
Generate creates new material from the page (summary, list, FAQ, diagram draft). Prefer slash / → AI → Generate`. Floating AI also exposes Summarize page and Takeaways. Selection chrome shows Deliverable rows mostly as Soon.
How to run a Generate
- Open the Document you want the output about. You usually do not need a text selection.
- Type
/→ AI → Generate, or open Floating AI and pick Summarize / Takeaways. - Choose the service. The result lands as a callout, child page, or edit proposal — Accept / Reject when offered.
- If the row shows Soon, you get a toast only. The leaf is reserved; it does not run yet.
Generate services
| Service | What it is | How to use it | Status |
|---|---|---|---|
| Summarize page | Short overview of the whole page. | / → Generate → Summarize page. Also on Floating AI. |
Live |
| Takeaways | Bullet key points. | / → Generate → Takeaways. Also on Floating AI. |
Live |
| Next steps | Concrete follow-on actions from the page. | / → Generate → Next steps. |
Live |
| Ask page | Answers a question using this page only — not Orient Guide. | / → Generate → Ask page. |
Live |
| Explain | Explains the page (or selection context) in clearer terms. | / → Generate → Explain. Also on Floating AI. |
Live |
| FAQ | Draft question-and-answer set from the page. | / → Generate → FAQ. |
Live (proposal path) |
| Synthesize themes | Cross-cutting themes from the page body. | / → Generate → Synthesize themes. |
Live |
| Diagram | Diagram / structure proposal from the page. | / → Generate → Diagram. |
Live (proposal path) |
| Checklist / SOP | Checklist or SOP-shaped draft. | / → Generate → Checklist / SOP. |
Live (proposal path) |
| Define metrics | Suggested metrics tied to the page topic. | / → Generate → Define metrics. |
Live (proposal path) |
| Tabulate | Turns prose into a table. | / → Generate → Tabulate. |
Live (proposal path) |
| Data visualization | Chart-oriented deliverable. | Menu shows the leaf; toast only for now. | Soon |
| Issue tree | MECE issue-tree draft. | Menu shows the leaf; toast only for now. | Soon |
| Slide development | Slide outline / deck seed. | Menu shows the leaf; toast only for now. | Soon |
| Stakeholder mapping | Stakeholder map draft. | Menu shows the leaf; toast only for now. Also on selection Deliverable. | Soon |
Ask page vs Orient Guide
| Ask page (Generate) | Orient Guide (right rail) | |
|---|---|---|
| Scope | This Document page | Page + tools + relationship memory when consent is on |
| Entry | Slash Generate | Orient tab / slash Orient |
| Credits | No menu credit | Guide is free |
| Job | One-shot page UoW | Ongoing conversation |
For conversation on the page, use Orient on this page. For rewrites, use Edit.