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AI Report Builder

The AI Report Builder turns an example document into a reusable template, then uses AI to generate populated reports from either your project's own artifacts or from files you upload. Pick a template, choose a data source, and AI fills in the template's sections for you.

Location: /ai-report-builder (sidebar: AI Report Builder).

Templates and generated reports here are scoped to your organization — everyone in the org sees the same set.

How it differs from the other template features

  • AI Report Builder (this page) learns a layout from a sample document and fills it with AI.
  • Report Templates are bodies you author by hand and render against a project. See Report Templates.
  • Document Templates are an org-wide library of document structures. See Document Templates.

1. Create a template from a sample document

  1. Click New template.
  2. Upload one example of the document you want to produce. Supported source types include PDF, DOCX, images (PNG / JPG / WEBP / GIF), TXT, and MD.
  3. AI analyzes the document and produces a section skeleton with placeholders for the variable content, plus a list of the fields it expects to fill.

When the source is a DOCX, AI also keeps a copy of the original Word layout so the report can be exported back as a faithful DOCX.

2. Edit the template (optional)

Click Edit to refine the template's name, description, section skeleton, or field list before you generate any reports against it.

3. Generate a report

With a template selected, click Generate report. Choose one of two data sources:

From your project artifacts

Pick a project (it defaults to the active one). AI pulls the project's requirements, risks, CONOPS, SOW, and trade studies as the data source — no uploads needed. AI extracts the values it needs and fills the template's sections.

From uploaded files

Upload one or more source documents. AI reads them and extracts the values for each section. Sources can be in any supported format.

Give the report a name and click Generate report. AI runs the work in the background and large reports are split into batches so they complete without timing out.

4. Preview and download

When generation finishes, the report opens in a preview. Download it as:

  • Markdown (.md)
  • DOCX (.docx) — for DOCX-sourced templates this matches the original Word layout
  • PDF (.pdf)

Each generated report is saved against its template, where you can re-download, preview, or delete it later.

Credits

AI generation — both building a template from a sample and generating a populated report — consumes credits from your balance. Larger documents cost more. See Billing & credits.

Tips

  • Start from a DOCX when you need pixel-perfect Word output; other source types fall back to a clean generic layout.
  • Use "from your project artifacts" for recurring status documents — once the project is filled in, a new report is one click.
  • Refine the field list before generating; clearer field hints produce better values across runs.

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