Generate Documents in Magic Studio

Generate Multiple Outputs in Magic Studio

Follow these steps to generate multiple outputs for your client meetings:

Step Overview

• Step 1 — Go to Magic Studio
• Step 2 — Select Documents
• Step 3 — Select Templates
• Step 4 — Add Context & Upload Files
• Step 5 — Add Instructions
• Step 6 — Review Summary
• Step 7 — Generate Outputs
• Step 8 — Finalise in Tasks

Step 1 — Go to Magic Studio

Access the Magic Studio tab on the left-hand navigation bar.

Step 2 — Select Documents

Choose the document(s) you would like generated (e.g., File Notes, Letter of Engagement, Client Mind Map). You can select several at once.

Step 3 — Select Templates

Choose the relevant template for each document (e.g., File Note for Discovery Meeting) and press Continue.

Step 4 — Add Context & Upload Files

Complete the following fields before continuing:

Select Client Name

Select the Client Name.

Upload Recording

We accept MP3, WAV, and M4A.

Upload Context Files

We accept PDF, DocX, and TXT.

Step 5 — Add Instructions

Type any additional instructions for the AI to help personalize the outputs, then press Continue.

Step 6 — Review Summary

Review the summary of what will be generated and make any necessary amendments. Go Back if necessary.

Step 7 — Generate Outputs

Once ready, select Generate All Outputs.

Step 8 — Finalise in Tasks

Your documents will be available for review, edit, and finalisation in the Tasks section.