Create Your First Document

Pick a template, answer a few questions, and generate a persona-grounded research document in seconds.

Documents in Brand Stack are AI-generated artifacts grounded in your persona and product context. This guide walks you through creating your first one.

Step 1: Open the template library

Navigate to Documents → Templates in the sidebar. You’ll see 111+ templates organized by category: Product, Marketing, Competitive Analysis, Research, Design, Sales, Business, and more.

Use the search bar or filter by tags to find what you need. Some good first documents:

• Product Brief — A one-page summary of what you’re building and why
• Competitive Analysis — How alternatives stack up against what your customers value
• Messaging Framework — Value propositions and proof points in your customers’ language
• Interview Guide — Research questions designed around your persona hypotheses

Click a template to start.

Step 2: Answer the questionnaire

Each template includes a focused set of questions that capture the context needed for generation. The questions vary by template type.

Two features help you move faster:

• Example answers — Show what good input looks like for each question
• Auto fill — Generates answers based on your product context (click to populate, then edit)

Take a minute to review and refine your answers. Better input produces better output.

Step 3: Select your personas

Choose which personas should ground the document. Their demographics, goals, pain points, and behavioral insights all feed into the generation.

For your first document, select 1-2 personas most relevant to the topic. A product brief about onboarding? Pick the persona who’d be going through that onboarding.

Step 4: Generate

Click generate. Brand Stack produces a complete, structured document in seconds. The result opens in the block editor where you can immediately start reading, editing, and sharing.

Each document costs 1 credit.

After generation

Your document is ready to use, but you can refine it further:

• Edit directly in the block editor (changes save automatically)
• Use AI Tools in the toolbar to improve writing, adjust tone, or expand sections
• Open the right panel to ask questions, search sources, and add comments
• Share via direct link or publish to the community

Tips

• Link to a project for richer context. Documents generated inside a project use all linked persona and product data.
• Generate multiple documents from the same personas. A product brief, competitive analysis, and messaging framework for the same audience gives you a complete strategy kit.
• Favorite templates you use often for quick access.

What’s next

Ready to organize your work? Head to Start a Project →