Draft and rewrite with AI in PlexiiDocs

PlexiiDocs can write with you. Describe a section and AI drafts it at your cursor, with headings, lists, tables and formatting where they help. Select a passage and AI rewrites it: tighter, more formal, as a list, or however you describe. You always see a preview first, and nothing changes in your document until you click to add it.

Before you start

• Plans. AI writing is on every plan.
• AI needs to be set up: PlexiDesk credits while you are signed in, or your own Anthropic key. See AI credits and where your AI runs.

Draft new text

1. Click where the new text should go.
2. Click Ask AI at the right end of the toolbar. The Draft with AI panel opens above the page.
3. Describe what to write, for example "a risks section with a table of five risks, their likelihood and an owner".
4. Click Draft, or press ⌘ Enter on a Mac (Ctrl Enter on Windows). The button reads Drafting… while AI writes.
5. Read the Preview.
6. Click Insert to add it at your cursor, or Regenerate for another version.

Rewrite a passage

1. Select the text you want to change. A small bar appears below it.

2. Click AI on the bar (Rewrite with AI). The Rewrite selection panel opens above the page.

3. Click one of the quick choices:

   • Improve writing
   • Make it more concise
   • Fix spelling and grammar
   • Make the tone more formal
   • Turn this into a bulleted list
   • Turn this into a table

   Or describe the change in Or describe how to change the selection… and click Rewrite.

4. Read the Preview.

5. Click Replace selection to swap it in, or Regenerate for another version.

If no text is selected, the panel asks you to select some text first.

From the keyboard

Press ⌘ K on a Mac (Ctrl K on Windows) in a document and choose Draft with AI or Rewrite selection with AI. See The command palette.

Close the panel

Click the × at the top right of the panel. Anything not inserted is discarded.

Write better prompts

• Say what it is for. "An intro for a funding proposal to a city council" gets a more useful draft than "an intro".
• Ask for the shape you want. Tables, bulleted lists, headings and numbered steps all come through as real formatting.
• Give the facts. AI does not know your figures or names unless you put them in the prompt. Check every fact in the preview before you insert it.
• Rewrite in passes. Make it concise first, then fix the tone, rather than asking for everything at once.

Ask Plexii about the document

For questions about a document, or help that goes beyond the text at your cursor, click Assistant in the bar above the page. It opens Plexii, the assistant. See Meet Plexii, your assistant.

To have AI write a whole new document from a description, use Create with AI on the Documents page. See The Documents page.

Common questions

The panel says no API key is set. AI is not set up yet. Sign in to use PlexiDesk credits, or add your own Anthropic key. See AI settings.

I inserted a draft and want it gone. Press ⌘ Z on a Mac or Ctrl Z on Windows.

Does AI see my whole document? Draft works from what you type in the panel. Rewrite works on the text you selected.

Does this work in a Document widget on a desk? Yes. The widget has the same Ask AI button and selection bar. See Document widget.

Related tasks

• AI in PlexiiOffice
• Format text and use styles
• The Documents page
• Meet Plexii, your assistant
• AI settings