Docs

Doc is where strategy takes shape. It pairs a powerful rich-text editor with an AI agent that turns the features, customers, and insights already in your workspace into PRDs, opportunity briefs, competitive analyses, release notes, and more — written in your voice, grounded in your data.

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Plan with the Agent

The fastest way to create a doc is to let the AI agent draft it for you. The agent isn’t a generic writer — it reads real metadata from the records you reference (feature scores, linked insights, customer revenue, feedback sentiment, and more) and synthesizes them into a document that reflects your actual product context.

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Start from a skill

When you open a blank plan, the agent greets you with a set of skills — prefilled starting points for the most common planning workflows: Click any skill to open a prompt prefilled with the right structure — then swap in your own references and hit Generate.

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Write a custom prompt

You can also write a prompt from scratch. The agent uses an @ mention picker to pull context directly from your workspace:

1. Open Plan from the sidebar and click New plan.
2. Choose Custom (or any skill to start from a template prompt).
3. Describe what you want the agent to produce.
4. Type @ to attach up to 5 references — Features, Customers, or Insights — as context.
5. Click Generate.

The agent streams a structured document in real time. The draft lands directly in the editor where you can refine, restructure, or rewrite any part.

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How references work

When you @mention a record, the agent doesn’t just see its name — it receives a rich, synthesized view of everything that matters for planning: That’s why a prompt like “Draft a PRD for @Dark Mode using feedback from @Acme Corp” produces a document that already knows how much revenue Acme represents, what they actually said, and how the feature ranks against others in the workspace.

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Example prompts

• Write a PRD for @Dark Mode based on feedback from @Acme Corp and @GlobalTech
• Create an opportunity canvas for @Dashboard Redesign using @Enterprise Tier insights
• Draft a competitive analysis of our reporting capabilities, referencing @Export to CSV and @Advanced Filters
• Summarize the business case for @Enterprise SSO using @Security feedback
• Write release notes for @Bulk Edit, @Custom Fields, and @Webhook Support

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Plan directly from a Feature or Theme

You don’t have to start from the Plan page. The agent is available wherever your product work already lives.

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From a Feature

1. Open any feature in Lane.
2. Click the Plan feature dropdown in the header.
3. Select With Agent.
4. Describe what you want — a PRD, a stakeholder brief, a discovery doc — and click Create Plan.

A modal opens and the agent streams a preview in place, using the feature’s full context: its linked insights, customer impact, score, priority, and product area. When you’re happy with the draft, click Open doc to jump straight into the full editor. The new doc is automatically linked back to the feature.

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From a Theme

The same flow is available on Themes. The agent synthesizes the feedback patterns, customer segments, and revenue impact captured under the theme into a single planning document — ideal for turning trends into action.

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Templates

In addition to agent-generated drafts, Plan includes 10 built-in templates for common product documents. Click Use Template to browse the library and populate the editor with a structured outline. Available templates:

• PRD (Product Requirement Document) — problem diagnosis, requirements, success criteria, personas, and go-to-market plan
• Opportunity Canvas — customer pain, evidence synthesis, market friction, hypothesis, and prioritization logic
• Bug Report — reproducible defect details, impact, severity, and expected behavior
• Product Discovery — research insights, hypotheses, experiments, and decision outcomes
• Competitive Analysis — competitor comparison, differentiation, and strategic implications
• Product Strategy — vision, target market, strategic bets, and roadmap direction
• Product Vision Board — long-term product direction, audience, needs, and outcomes
• Stakeholder Updates — progress, risks, decisions, and asks for key stakeholders
• Business Objective Brief — objective context, expected impact, constraints, and ownership
• Release Notes — shipped features, fixes, known issues, and rollout notes

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Rich text editor

The editor supports a full set of formatting options through the toolbar and a slash command menu:

• Text formatting — bold, italic, underline, strikethrough, highlight, and inline code
• Headings — three levels of headings for document structure
• Lists — bullet lists, numbered lists, and checklists
• Blocks — blockquotes, code blocks, horizontal rules, and tables
• Media — upload or paste images directly into the document

Type / at the start of a line to open the slash command menu for quick access to any block type.

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AI rewrite

Select any text in the editor to reveal AI rewrite options in the bubble menu:

• Polish — tighten prose, fix grammar, improve clarity
• Summarize — condense into a concise summary
• Elaborate — expand with additional detail, context, and reasoning
• More Formal — rewrite in a professional, authoritative tone

The rewritten text streams in below your selection. You can Apply it to replace the original or Copy it to your clipboard without changing the doc.

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Linking Features, Objectives, and Themes

Documents can be linked to Features, Objectives, and Themes to connect your written strategy to the product work it supports. Use the Links area below the document title to:

1. Click Link Feature, Link Objective, or Link Theme.
2. Search for the item you want to link.
3. Select it to create the connection.

Linked items appear as chips. When you link a document to an Objective or Feature, the document also appears in the Docs section of that record’s detail view — making it easy to navigate from strategic goals to supporting documentation.

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FAQs

Q: Are documents shared across the workspace?
A: Yes. All documents in Plan are visible to every member in the workspace. Q: Can I link a document to multiple Features, Objectives, or Themes?
A: Yes. A single document can be linked to any number of Features, Objectives, and Themes. Q: Does the agent have access to my workspace data?
A: The agent only uses the specific references you attach via @ mentions — up to 5 Features, Customers, or Insights. When you use** Plan with Agent** from a Theme or Feature, the agent automatically uses that record’s full context. Q: Can I use the agent on an existing document?
A: The skill picker and prompt appear when a document is empty. To run the agent on a new topic, create a new document. For edits to existing content, use AI rewrite on selected text. Q: What happens if I run out of AI credits?
A: You’ll see a message asking you to purchase