AI & your documents

Storing documents is table stakes. What makes Bluprint's docs different is that the AI can read, understand, and create them — because they live right here with your work.

Ask your documents anything

Every document you add is read and indexed behind the scenes. That lets the Associate answer questions straight from your documents' contents — not by guessing, but by pulling the relevant passages:

• Ask a question of a document and get an answer grounded in what it actually says
• Search across a project's documents to find the right one
• Compare two documents to spot differences

So instead of opening a 40-page PDF to find one clause, you just ask.

Automatic summaries

When you upload a document, Bluprint summarises it automatically — a short overview, a document-type classification, key topics, and suggested tags — so a file is understandable the moment it lands. This is covered in AI Helpers · Document summaries.

The Associate creates documents

The Associate doesn't just read documents — it writes them. Ask it to produce a document and it generates a real file for you:

• Documents, spreadsheets, and presentations (PDF, XLSX, PPTX)
• Checklists and reports, drawn from your project's actual data

Generated files are saved straight into the project's documents, marked as AI-generated, ready to download or share — no copy-pasting out of a chat.

Rich documents

Markdown documents in the Knowledge Centre and project documents render more than text. Alongside headings, tables and checklists, the Associate can include:

• Headline numbers as KPI tiles, with trend and status
• Charts: column, bar, line or pie
• Diagrams for flows, timelines and dependencies
• Callouts for notes, risks and decisions
• Decision cards, where you pick an option inside the document

Use PDF in the document toolbar to print or save the rendered document.

Review a document with the Associate

Instead of describing changes in chat, point at them. Studio is included on the Business and Business Pro plans; on Free, the Studio tab links to an upgrade.

1. Open a Markdown document and select Studio. In a project's Docs, Studio opens at the top of the side pane, next to the document (the pane switches to Split view).
2. Click a paragraph, table row or chart, or select some text, then write a note.
3. Queue as many notes as you like. On a decision card, choose an option and select Queue answer.
4. Select Send to Associate. It revises the document in one pass and replies with what it did for each note.

The document then updates in place and highlights what changed. Use the arrows to step through each change. Every revision is saved as a new version, so you can restore the previous one from version history.

Studio features

On Business and Business Pro, Studio adds more. It is still in beta, so these controls are marked Beta.

• Live numbers: KPI tiles and charts in project documents can show live project data (open tasks, health, sprint points, hours). These are marked Live.
• More than edits: each note can be Edit doc, Create task, Build form or Ask. Tasks and forms still go through your usual approvals.
• Decisions are remembered: decisions you record in a document are saved to the Business Brain, and the Associate learns your writing preferences from your notes.
• Live doc: opening Studio on a project document switches on Live doc. The Associate refreshes the document with this week's project data every Monday, notifies you, and highlights what changed. Turn it off with the Live doc switch in Studio.
• Share for review: create a link (valid for up to 14 days) so a client or stakeholder can comment and answer decisions without an account. Their notes come back to your team, and you choose what to pass to the Associate. You can turn a link off at any time.
• Contracts and proposals: ask for a proposal, statement of work or NDA to get a structured draft with signature lines. It is a draft to review, not legal advice.

Next

• Forms
• What the Associate can do
• Document summaries