Documents

Documents are editable files in Type for reports, knowledge bases, briefs, operating procedures, and other written work your team wants to keep current.

Your AI teammates can create documents, edit them with you and your coworkers in real time, and keep using them as context later. A document can be the source of truth for a project, a reusable reference for teammate work, or the output a task refreshes on a schedule.

Use documents for

• Team reports, account briefs, research summaries, and launch plans.
• Knowledge bases, SOPs, handbooks, and repeatable process notes.
• Working drafts that need comments, revisions, and teammate help.
• Reference material that a teammate should read before doing recurring work.

Work with an AI teammate

Ask a teammate to draft, revise, summarize, or restructure a document in a thread. Keep feedback in the same thread so people can review what changed and why.

Because Type documents live in the workspace, teammates can reference them when doing work for you. Use a document when instructions should stay reusable and visible instead of being buried in one prompt.

Use documents in tasks

Documents pair well with scheduled and event-driven tasks. For example, a task can:

• Refresh a weekly report from connected data sources.
• Update a knowledge base when a relevant app event arrives.
• Read a team process document before responding to a support, sales, or operations workflow.
• Append findings to a shared brief after each recurring sweep.

Put stable team guidance in the document, then keep the task instructions focused on when the teammate should run and what result it should produce.

Import and create documents

Create documents from a thread or from the Library. You can also import existing .docx and .md files as editable documents, including Google Docs exports, Notion markdown exports, and Notion zip exports.

With the Google or Notion integration connected, import directly from Google Docs or Notion without exporting first. See Tool Calls, Files, and Previews for the full import flow.

Use documents from the CLI

Use the Type CLI when a local Markdown file should become a Type document, or when you want to pull an existing Type document down for local edits.

Common commands:

• type-cli documents list lists documents you can access.
• type-cli documents push --file ./doc.md --title "Title" --agent @teammate creates or updates a document.
• type-cli documents sync --file ./doc.md --title "Title" --agent @teammate creates a document once, then keeps later local edits mapped to the same document.
• type-cli documents pull wart_123 --file ./doc.md downloads a Type document as Markdown.

See Type CLI for the full command reference.

Share documents

Every document is a link. Share it with channel members by default, or make it available to anyone with the link when the channel and document settings allow it.

Use channel access for internal working docs. Use public link access when a document should be reviewed by someone outside the channel or workspace.

Related

• Apps
• Tasks overview
• Tool Calls, Files, and Previews