Note – for the updated experience: This guide covers the updated AutogenAI experience. The new design is being rolled out gradually, so if your screen looks different from the steps below, your organisation may not have the update yet.
Approve your outline, generate a first draft, then review it and check its sources.
Once your master response outline is approved in the Write phase, you open each section and use the Storyboard in the right-hand panel to generate a first draft. The draft opens in the Editor, where you can review it, check its sources, and refine it.
It works the same way in the Smart Questions and Smart Requirements workflows.
Approve the master response outline
- In the Write phase, review the suggested response outline.
- Choose 'Regenerate outline', 'Build your own', or 'Approve as master response outline'.
- Once approved, open a section to work on its draft.
Use the Storyboard
- Open the Storyboard from the right-hand panel. It's organised into Overview (Writer's Assignment and First Draft), Requirements (Requirements, Contextual Notes and Evaluation Criteria), Win Plan (Win Themes, Buyer's Expectations and Buyer's Pain Points) and Extra Guidance.
- Review and add your instructions, win themes and notes – the clearer these are, the stronger the draft.
- We recommend spending around 10+ minutes working through the Storyboard to get the most accurate draft.
- Set any page, word or character limits under Writer's Assignment.
- Enhance your draft with additional evidence – add sources that are specific to this section; you can select them from your Organisation Libraries or Project Library.
Key Context and Notes: Under Extra Guidance, whatever you put in the Key Context and Notes box outranks the other evidence when your first draft is generated – so use it for your most important instructions, not just extra context. (This box was previously called 'Writer Actions' / 'Additional Context and Notes'.)
Generate the first draft
- In the Storyboard's First Draft section, select 'Generate first draft' – it builds from the storyboard and opens in the Editor. This can take up to 5 minutes.
- Regenerate a section if you change its storyboard.
Review your first draft
- Read the draft against your Writer's Assignment – the running page, word and character counts show at the bottom of the Editor.
- Check it meets the Requirements and Evaluation Criteria.
Check the sources behind your draft
- To see the references used for the generated text, open the Sources panel from the right-hand navigation.
- Use it to confirm which case studies and documents the draft drew on.
Regenerate if you need to
- Take a moment to review the draft and check it meets your needs. If it doesn't, review the requirements, evaluation criteria, win themes, supporting documents or graphics, and the target response length to make sure everything is correct and relevant – then select 'Regenerate first draft'.
- If it's still not quite right, try a different combination of sources – open 'Source Providers' in the Write panel to change what's used. Sometimes different case studies or methodologies produce a better result.
If something isn't working
- 'Generate first draft' fails: try again, clear your browser cache, and generate section by section for large bids.
- A section's storyboard is empty: sections you added yourself don't pull in requirements automatically – add them by hand.
- You can't find the sources: open the Sources panel from the right-hand navigation; if it's still empty, refresh the page and then contact Support.
If you need a hand, get in touch with our Support team.