OSPRY Docs

Automation

Documents & prompts: what they are for

Who this is for: Everyone can view; generating requires the persona plan entitlement · Where: Portal -> Reach -> Documents (/documents) and Portal -> Reach -> Prompts (/prompts)

What this does

Documents turn a resolved person or company into a saved, reusable brief, in seconds, without writing anything yourself. Pick who the document is about, pick a template, and OSPRY generates a markdown document and saves it. Two concrete ways teams use this:

  • Account research brief: generate a summary of a company before a discovery call, so the whole team walks in prepared.
  • Outreach angle: generate a person-level brief before a cold email or LinkedIn message, so the message references something real instead of a generic template.

Every generated document is indexed and made retrievable for its subject, so it also grounds other AI features (like HarleyQ) when they answer questions about that person or company later.

Templates and prompts are the two pieces that shape what a generated document looks like:

  • A template's body is the markdown shape of the document (its sections and structure).
  • A template's prompt is the instructions sent to the AI that fills the body in.

Your operator ships a default body and prompt for every template. The Prompts page lets you override either piece, either for your whole organization (owners and admins) or just for yourself, without touching the operator's shared default.

Steps: generating a document

  1. Open Reach -> Documents.
  2. Click Generate.
  3. Choose a subject type (person or company), then search and select the specific person or company.
  4. Choose a template that fits what you need.
  5. Click Generate document. The finished markdown document is saved and appears in your Documents list.

Steps: overriding a template's body or prompt

  1. Open Reach -> Prompts.
  2. Find the template you want to change and click Customize.
  3. Under Your override, check "Override the template body" and/or "Override the prompt" and edit the field. Leaving a box unchecked keeps that field inherited (it will fall through to the organization override, then the operator default).
  4. Click Save my override. Owners and admins can also set an organization-wide override in the section below, which applies to every member who has not set their own personal override.
  5. The Templates table shows, per field, which tier is currently in effect for you: your override, the org override, or the operator default.

Tips & FAQs

  • Not sure which template to use? Templates are named for their use case (for example, an account-research template vs. an outreach template). Check with your operator or an admin if you are unsure which one fits.
  • My override is not showing up. Confirm the "Override" checkbox for that field is checked; an unchecked box always inherits, even if you already typed text into the field.
  • Why can't I edit the organization override? Only owners, admins, and agency admins can set the organization-wide tier. Everyone can set their own personal override.
  • Where do generated documents go? They stay on the Documents page and are retrievable for that person or company by other AI features, like HarleyQ.