Example · a real thread, start to finish
One memo, two revisions, nothing lost.
Mara asks her team’s agent for a client memo in chat. The agent writes it into Docgent, she asks for two changes, and both versions, the diff and the exports are there at the end. Names and content are fictional; the interaction is exactly how it works.
Thread# client-cedar-works
AGENT: SCOUT · CONNECTED TO DOCGENT
@Scout can you write up the Cedar Works strategy memo in Docgent under the
fieldnotesbrand? Recommend a workshop programme before any wider rollout, budget around US$12k. You may need a new token.
On it. I’m reading the Cedar Works discovery notes first so the recommendation matches what we actually heard, then I’ll write the Docgent draft.
Quick heads-up while I write: the brand has two memo templates,
memoandmemo-long. I’ll usememounless you say otherwise.The memo is written, but I can’t save it yet: I don’t have a Docgent token for the
fieldnotesbrand. Once you send one I’ll run the token check and create the document as v1.What it covers:
- Recommendation: a focused workshop programme before committing to a wider rollout.
- Budget and decision: working budget US$12,000, proceed in stages.
- What to check next: scope, owner and revised budget before sharing.
Docgent token:
fn_live_•••••••••••••••••••••••••••7a2cToken works. Brand
fieldnotes, scopedocuments:write. Creating the document now.- 9:22
Created in Docgent as v1: A clearer plan for the next quarter
Docgent · fieldnotes
Three sections, one page. The PDF is attached so you can read it before sharing.
- I saved the token in my workspace, so I can use Docgent directly from now on.
- I left client contact details out of the memo; they’re in the CRM.
- If anything is off, tell me the change and I’ll save it as v2. v1 stays in the history either way.
PDFcedar-works-memo-v1.pdf
FIELDNOTES ADVISORYMEMO 03 @Scout shorten the pilot to one quarter with a go/no-go at week 10, and move the budget to 14,500 to cover two follow-up sessions. Keep everything else as is.
Saved as v2. Two changes, nothing else touched:
- Pilot length:
six monthsone quarter, with a go/no-go review at week 10 - Working budget:
US$12,000US$14,500, covering facilitation and two follow-up sessions
Docgent · fieldnotes
v1 is still in the history. If v2 goes too far, revert to v1 and nothing is lost.
PDFcedar-works-memo-v2.pdf
FIELDNOTES ADVISORYMEMO 03- Pilot length:
Perfect. Send me the DOCX too, their ops lead wants to add a section.
Exported from v2.
DOCXcedar-works-memo-v2.docx