Help CenterFeatures

Documents

Updated February 12, 2026
4 min read
Features

The Documents page is where you create and manage proposals, reports, notes, and templates.

Creating Documents

Click New Document to create one manually, or ask ClawBot in chat: "Draft a proposal for the ABC Corp deal." Documents generated by ClawBot are automatically saved here.

Document Types

  • Note: Quick notes and memos.
  • Template: Reusable document templates for outreach, proposals, etc.
  • Report: Structured reports and analyses.
  • Generated: Documents created by ClawBot through chat.

Editing

Documents open in a rich text editor with formatting tools. Changes save automatically.

Ask ClawBot to Write for You

Try: "Write a cold outreach email template for my agency" or "Create a weekly pipeline report." ClawBot generates the content and saves it to your Documents.

Did this answer your question?

We're constantly improving our docs based on your feedback.

Related Articles