Work with documents in Chat

Chat can work within the current Space, using the active document, explicit references, and available tools as context.

Three useful request patterns

Ask directly:

Create a writing plan for today.

Use the current document:

Summarize the main ideas in the current document in five bullets.

Reference a specific document:

Use the referenced document to create an action list with
task, owner, due date, and risk.

Type @ in Chat to select a whole document. If only one passage matters, select it in the editor and reference the selection.

State the task and constraints

A practical template is:

Use the current document to complete: [task].
Requirements: [tone, format, length, or emphasis].
If information is missing, list the questions I need to answer first.

Keep one topic per conversation. A long-running project can keep a main conversation, while temporary questions belong in new ones. When a task requests shell access or external tools, review the action and impact before approving it.

Chat is a collaborator, not a source of truth. Verify important facts, numbers, links, quotations, and commitments before writing them back.