Start a Doc
Start from wherever the decision is:- From an Opportunity, for the bigger bets. Choose Create Doc at the top of the Opportunity. Lane drafts from every Signal in it and the feedback behind them, and the Opportunity and its Signals are marked Accepted: one step records the decision.
- From a Signal, for a single problem. Choose Create Doc on the Signal. The Doc stays linked to the Signal and its feedback.
- From a piece of feedback, when one request is worth acting on directly. Choose Doc on the feedback item.
- From scratch, with the + next to Docs in the sidebar.
- From Ask Lane, by asking: “draft a brief for the SSO Opportunity”.
Templates
Templates make every draft come out in your team’s format. Lane comes with a built-in brief template, and on Pro you can add your own under Settings → Doc templates: the structure of a PRD, an opportunity brief or a release note, the way your team writes them. While writing, type / and choose Template to drop a ready-made outline, like a PRD, a bug report or release notes, into any Doc.Write with Lane
Lane works alongside you in the Doc:- Ask Lane opens a chat about this Doc, for drafting new sections, sharpening ones that miss, or pulling in more evidence.
- Type / and choose Ask Agent to have Lane write right where your cursor is.
- Select text and use AI Rewrite to Polish, Summarize, Elaborate or make it More Formal, then replace the original or copy the result.
Send it where the work happens
When a Doc is ready to build, use the button at the top of the page:- Send to Linear, Notion, Jira or Asana creates the issue, page or task from the Doc. In Linear, the customers behind the Doc arrive as customer requests, so engineers see who’s waiting and the revenue at stake. The button then shows the item’s live status.
- Open in hands the Doc to a coding agent: Cursor cloud or Cursor app (see Cursor), or Lovable.
- Copy as markdown to paste it anywhere.
Collaborate and share
- Comments: highlight text to start a thread, @mention teammates, and resolve threads when they’re settled.
- Subscribe with the bell to hear about comments and changes.
- Visibility: Docs you create start Private, visible only to you. Switch to Workspace so everyone in the workspace can view and Editors can edit, or Public to share a read-only link with anyone, no Lane account needed.
- Favorites: star a Doc to keep it in your sidebar.
Docs Lane writes
Docs created by Ask Lane, by Automations or by connected AI apps show Lane’s icon in the Docs list and are visible to the workspace, ready for your team to review. Private Docs are never shared with automations or AI apps.Getting better results
- Start from evidence. Create the Doc from the Opportunity or Signal it’s about, so the draft is grounded in the real feedback and customers.
- Make the template yours. A custom template in your team’s format saves editing every draft.
- Refine section by section. Lane is sharpest improving one section at a time; tightening as you go beats cleaning up a whole one-shot draft.
- Say what’s wrong. If a section misses, tell Lane what to fix rather than rewriting by hand or starting over.
FAQs
Q: Who can see a Doc?A: Docs you create start Private. Switch any Doc to Workspace or Public from the visibility menu at the top of the page. Q: Can coding agents build from a Doc?
A: Yes. Use Open in for Cursor or Lovable, or connect Claude, Cursor or another AI app through the MCP server. Q: Does a sent Doc stay in sync with the tracker?
A: The button shows the item’s live status in Linear, Notion or Asana. To have shipping close the loop with customers, use status sync on the Signal in Linear or Notion. Q: What if I run out of AI credits?
A: Drafting and rewriting pause until credits are available; you can still create and edit Docs yourself.
