Documentation agent
Video transcript
Documentation today is broken in ways that everyone recognizes, but nobody fixes. There is no standardization. Every consultant documents differently. One writes a thorough requirement doc. Another writes bullet points on Slack. The third doesn't write anything at all.
You can't build organization intelligence on a foundation that's inconsistent. Documents go stale.
Requirement doc is accurate the day it's written. Two weeks later, the scope has shifted, the customer changed their mind on three things, and the doc is silently out of date. Nobody updates it because nobody owns it. Your team executes against that context that's already wrong and doesn't know it.
Long documents are hard to consume. A forty page discovery doc has a critical edge case buried somewhere on page twenty three. Good luck finding it when you're configuring the environment under a deadline.
And the logistics create just enough friction to kill consistency.
When do I create this? Where does it go? Who's responsible? Not hard questions, but the overhead of answering them every time means documentation quietly stops happening.
Here's how we solve this. Templates. You define the structure once. What a requirement docs looks like.
What a retro captures. What a project summary contains. Same structure, every project, every team. Standardization is built in, not enforced through willpower.
Automated triggers. You don't decide when to create the document, the system does. A discovery call ends, the doc is generated. A migration complete, the log is produced.
A project hits the milestone, the summary updates. No one has to remember.
No one has to find the right folder. Living documents. These aren't static files that rot the moment they're created. They update continuously as the project evolves.
Requirement changes, the doc reflects it. Scope shifts, it's captured. Your team is always working against current context, not a snapshot from three weeks ago. And full traceability, every answer in a document shows citations, where it came from, what sources it drew on, and change history, not just what it says now, but what it said before, when it changed, and why.
So when someone asks, why did this requirement change? The answer is right there. Let's see knowledge agents in action. First step is to build the document template.
Here we have template for statement of work. Inside the template, each section tells the agent what to capture. Here, the overview captures the scope, the objectives, the governing agreement. You have different types of sections, like a table.
Here, the table captures the different modules that were sold to the customer. We are also capturing the out of scope items, the assumptions, the milestones in the SOW. There are different types of section available that cater to every documentation need.
Now the agent itself. From the agent library, pick documentation. You decide when it should run, manually, or whenever something happens in the system. Here, we want it to fire every time a deal is closed. Knowledge agents can be triggered automatically on any moment that matters. A project going live or a milestone is ready to start.
Flip on the living document toggle. From here on, every new meeting, every email that fits the criteria gets picked up and updates the document automatically. You can also tell it where to look.
Which emails should count as input. Hit done, and the agent is live. It sits alongside the others your team has already built, sales handoffs, migration scoping, and more. And here's the trigger we wired up.
The moment a deal closes, the agent fires. Nitro is now going through all the scoping calls and the sales conversations that happened with this customer. Nitro reads through what was discussed in the presale stage, the solution, the product sold, what the team mentioned is out of scope, and starts assembling the statement of work. Every section fills in based on the instructions you provided in the template, the scope and what's in it, the business objectives, the technical decisions made along the way, every detail captured exactly as it was discussed, and every answer has a citation.
Hover any line, you see exactly who said what and when. So when someone asks where this came from, the answer is right there.