AI-Powered Editing
Beyond generating reports, the AI assistant can help you edit, refine, and improve your content. Use conversational commands to make changes without manual editing.How AI Editing Works
Instead of editing text directly, describe what changes you want. The AI interprets your request and modifies the content accordingly. Traditional editing:- Select text
- Delete or modify manually
- Retype content
- Review changes
- Describe the change you want
- AI makes the modification
- Review and approve
Types of Edits
Content Refinement
Improve the quality of existing text:- “Make this section more concise”
- “Add more detail to the financial analysis”
- “Improve the flow between paragraphs”
Tone Adjustments
Change how content reads:- “Make this more formal for a board presentation”
- “Simplify the language for a general audience”
- “Add a more optimistic tone to the outlook section”
Structural Changes
Modify how content is organized:- “Split this long paragraph into bullet points”
- “Add subheadings to break up this section”
- “Combine these two paragraphs into one”
Factual Updates
Correct or update information:- “The CEO name should be Jane Smith, not John Smith”
- “Update the revenue figure to $150 billion”
- “Add 2025 data to this comparison”
Additions
Request new content:- “Add a section about ESG initiatives”
- “Include a comparison table of competitors”
- “Add an executive summary at the beginning”
Making Edit Requests
Describe Your Edit
Be specific about what you want changed:
- Which section or content
- What kind of change
- Any specific requirements
Effective Edit Prompts
Be Specific
| Vague | Specific |
|---|---|
| ”Fix the intro" | "Make the executive summary shorter and highlight the key recommendation" |
| "Make it better" | "Improve the competitive analysis by adding market share data" |
| "Change the tone" | "Rewrite the risk section to be more balanced, not just negative” |
Reference Sections Clearly
When a report has multiple sections, identify which one you mean:- “In the Financial Performance section, add quarterly breakdowns”
- “The third paragraph of the conclusion needs more supporting evidence”
- “Revise the table in the Competitive Analysis section”
Provide Context
Help the AI understand your goals:- “This report is for investors, so emphasize the growth opportunity”
- “Our client is risk-averse, so highlight the stability factors”
- “The audience isn’t technical, so simplify the AI discussion”
Examples of Edit Requests
Shortening Content
Request: “Reduce the executive summary to three sentences maximum while keeping the key insights” Result: AI condenses the content, preserving essential points.Expanding Content
Request: “Add more detail to the market opportunity section, including specific market size figures” Result: AI expands the section with additional analysis.Changing Format
Request: “Convert the list of risk factors into a table with columns for risk type, impact, and likelihood” Result: AI restructures content into the requested table format.Correcting Information
Request: “The report says revenue was 52.3B according to the latest filing” Result: AI updates the figure throughout the relevant sections.Improving Clarity
Request: “The third paragraph in the Business Model section is confusing. Rewrite it more clearly” Result: AI rewrites the paragraph for better clarity.Iterative Editing
AI editing works best as a conversation:- First request: “Improve the conclusion”
- Review result: AI makes changes
- Follow-up: “Good, but also add a call to action”
- Review again: AI adds the requested element
- Final adjustment: “Make the call to action more direct”
When to Use AI vs. Manual Editing
Use AI Editing For
- Large-scale tone or style changes
- Restructuring content
- Adding new analysis
- Consistency improvements across sections
- Generating new paragraphs
Use Manual Editing For
- Small text corrections (typos, minor word changes)
- Precise formatting
- Adding specific data you know
- Final polish adjustments
- Personal touches
Combining AI and Manual Editing
For best results, combine both approaches:- Use AI for substantial changes
- Review AI output
- Make small manual adjustments
- Use AI for additional refinements
- Final manual review
Troubleshooting
AI changes aren't what I wanted
AI changes aren't what I wanted
Be more specific in your request. Include examples of what you’re looking for. Try breaking complex changes into smaller steps.
AI changed too much
AI changed too much
Request more targeted changes: “Only change the first paragraph” or “Keep everything except the conclusion.”
Changes broke the flow of the document
Changes broke the flow of the document
Ask the AI to review and improve transitions: “The section transitions feel abrupt now. Improve the flow between sections.”
AI didn't understand my request
AI didn't understand my request
Rephrase using simpler language. Be explicit about the current state and desired outcome. Provide an example if possible.
Best Practices
Track Your Changes
- Note what edits you’ve requested
- Review the full document after major changes
- Ensure consistency across all sections
Verify Accuracy
- Double-check any facts or figures after edits
- Ensure citations still match content
- Review for unintended changes
Maintain Your Voice
- Guide the AI on tone and style
- Make final adjustments manually
- Ensure the output sounds like your work