File artifact
A file artifact is a longer, downloadable document — like a customer case study or a white paper — rather than something you'd send as an email or post directly to a webpage. Both case studies and white papers come back as this same kind of artifact, ready to download as a Markdown, HTML, or Word file. Create one when you want a polished document you can share outside the app, such as with a prospect or on a resources page.
How to create one
Start a session and describe which kind of document you want and what it's about. Pulse's "New report" is a good place to start if you're not tied to a specific campaign. If the document supports a particular campaign, that campaign's chat is a good place to start instead, since the assistant will already have relevant context.
For a case study, mention the customer and, if you can, share details like the challenge they faced, what you helped them do, and any results or quotes you have — pasted notes or a transcript work well too. The assistant will ask for anything required that's missing, such as quantified results or a named quote, since it won't invent those.
For a white paper, describe the topic and who it's for. The assistant may ask whether you want quick or deeper research done before drafting — either way, it will look things up online and cite real sources rather than guessing at facts.
See Using AI sessions for general tips on writing a good prompt.
Example prompts
White papers
- "create a white paper. Suggest ideas for the white paper first."
- "Write a white paper on trends in customer retention for our industry, aimed at executive readers. Include verified statistics with source citations."
Case studies
- "Write a case study about a customer who cut onboarding time by 40% using our product. I'll paste the call notes — pull the quotes from those and attribute them by name and title."
Saving research to reuse later
- "summarize this page [url] and save it for later use"
- "read the blog posts from the last 7 days at [url] and summarize them into a document"
A saved file is worth more than the summary itself: once it exists you can @-mention it as the source for something else — "create an email template that includes the information from @[Saved research file]", or "write a blog post leaning on @[Saved research file]". Research once, reuse many times. See Pointing at your own data.
Other documents
- "Write a one-pager equipping sales with the new feature, its competitive positioning, and the objections we expect to hear."
What happens after you ask
The assistant may ask a clarifying question before it starts — for example, which customer a case study is about, whether you have a quote to include, or how deep you'd like the research for a white paper to go. It won't invent metrics, quotes, or statistics it can't verify; if something required is missing, it will ask you for it rather than guess.
Once it has what it needs, it produces a full draft: a structured document with a title, sections, and (for white papers) cited sources. The draft lands in your Library, where you can review it, ask for changes, or edit it yourself. Nothing is shared outside the app automatically — downloading or distributing the finished document is a separate step you take when you're ready.
In the preview panel
Open the document to see its preview panel. Click the pencil icon to edit the text directly — changes save automatically as you go. When you're ready to share it, download it as Markdown, HTML, or Word from the toolbar. Close exits the panel.
FAQ
Q: What's the difference between a case study and a white paper? A: A case study tells the story of one customer's results with your product. A white paper is a broader, research-backed document on a topic relevant to your audience. Both come back as the same type of downloadable file artifact.
Q: Will the assistant make up quotes or statistics? A: No. For a case study, it will ask you for a real quote and real results rather than inventing them. For a white paper, it backs statistics with actual research and cited sources.
Q: What file formats can I get the document in? A: It's saved as Markdown in your Library, and you can download it as Markdown, HTML, or Word when you're ready to share it.
Q: Can I reference a file one of my automations created? A: Yes. Type "@" in any chat and search for the file by name to drop it into your message as a reference — this now includes files produced by a scheduled routine, not just ones you created in a chat. The assistant can then read and work from that file (for example, "summarize @that-report" or "draft an email from @that-research"). Clicking the reference in a sent message opens the automation run that produced the file, so you can see where it came from.