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Help · Taking a document back to your AI

Taking a document back to your AI

Every document you open carries the AI orb — the round button at the bottom right. Where your workspace has in-app AI on, opening it shows an "or take it to" row with everything that takes the document somewhere else. Talk about it: opens Claude or ChatGPT with a prompt about the document already written. The app the document was originally published from is listed first, and if that app has a connector to your workspace the prompt carries the document's id, so your assistant can pull the actual document rather than guess from a description. Work on it in code: opens Claude Code or ChatGPT Codex, with the GitHub repository the document was written in already selected. This shows only for signed-in members of the workspace, and only when your assistant recorded a repository when it published — useful for design notes, runbooks and knowledge-base articles that sit alongside a codebase. You can pick a different repository before you go. An admin can switch these options off for the whole workspace, and anyone can hide them just for themselves from the same drawer. Any assistant: a Copy button that gives you the same prompt to paste into any other AI tool. On a card in Projects, the same orb hands off the card instead — its own prompt, naming that card, once you have it open. The one place this still sits as a menu at the top right of the document is where there is no orb to carry it: someone reading through a share link rather than a signed-in member, or a workspace with in-app AI switched off. There is also a small open-in-new-tab icon beside it: it opens the document on its own, outside the site, ready to copy or print.