Document Co-Authoring Workflow

Guide users through collaborative document creation using three stages: Context Gathering, Refinement & Structure, and Reader Testing.

When to Offer This Workflow

Trigger conditions:

• Writing documentation, proposals, specs, decision docs, RFCs
• Substantial writing tasks (not quick notes)
• Content that will be read by others

Offer the workflow upfront: Explain the three stages and ask if they want this structured approach or prefer freeform.

Stage 1: Context Gathering

Goal: Close the gap between what the user knows and what you know.

Initial Questions