Document Co-authoring Workflow
Structured workflow for efficiently co-authoring documentation, proposals, technical specs, and decision documents.
Overview
This workflow helps you:
- •Transfer context efficiently to Claude
- •Iterate and refine content together
- •Verify the document works for readers
- •Produce polished final output
Phase 1: Context Transfer
What to Share
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## Document Purpose - What is this document? - Who is the audience? - What decision/action should result? ## Key Points to Cover 1. [Main point 1] 2. [Main point 2] 3. [Main point 3] ## Constraints - Length: [word count / page limit] - Format: [memo / proposal / spec / etc.] - Tone: [formal / casual / technical] ## Existing Materials - [Links or paste relevant context] - [Previous versions if updating] - [Related documents] ## Must Include - [Required section 1] - [Required section 2] ## Must Avoid - [Topic to avoid] - [Perspective to avoid]
Quick Context Template
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I need to write a [TYPE] for [AUDIENCE]. Goal: [WHAT SHOULD HAPPEN AFTER READING] Key message: [CORE POINT] Constraints: [LENGTH/FORMAT/TONE] Include: [MUST-HAVES]
Phase 2: Outline Development
Request Outline First
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Based on the context, create an outline with: - Section headers - Key points per section - Approximate length per section
Outline Review Checklist
- • Does the structure flow logically?
- • Are all required topics covered?
- • Is the level of detail appropriate?
- • Does it address the audience's needs?
Iterate on Outline
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Adjustments to outline: - Move [section] before [section] - Add section on [topic] - Remove [section] - not needed - Expand [section] to cover [detail]
Phase 3: Draft Creation
Section-by-Section Approach
For longer documents, draft one section at a time:
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Write the [Section Name] section. Key points to cover: - [Point 1] - [Point 2] Tone: [specific guidance] Length: [word count]
Full Draft Request
For shorter documents:
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Write the full draft based on our outline. Style notes: - Use active voice - Keep sentences under 25 words - Use bullet points for lists of 3+
Phase 4: Refinement
Feedback Patterns
Specific changes:
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In the [section name]: - Change [original] to [new] - Add detail about [topic] - Remove the paragraph about [topic] - Strengthen the point about [topic]
Tone adjustment:
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The tone is too [formal/casual/technical]. Make it more [conversational/authoritative/accessible]. Specifically, [example of desired change].
Structure changes:
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Restructure to: 1. Start with [new opening] 2. Move [section] earlier 3. Combine [sections] 4. Add transition between [sections]
Audience calibration:
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This is too [advanced/basic] for the audience. They already know: [context] They don't know: [context] Adjust the level of explanation.
Phase 5: Verification
Self-Review Checklist
- • Does the opening hook the reader?
- • Is the main point clear within 30 seconds?
- • Does each section serve the goal?
- • Are there clear next steps/call to action?
- • Is the length appropriate?
- • Are there any jargon terms that need explanation?
Reader Test
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Review this document as a [role]: - What questions would they have? - What's confusing? - What's missing? - Would they take the intended action?
Final Polish
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Final review: - Fix any grammar/spelling - Ensure consistent formatting - Check all names/numbers/dates - Verify links work (if applicable)
Document Templates
Technical Spec
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# [Feature/System Name] Technical Specification ## Overview [2-3 sentence summary] ## Goals - Primary: [goal] - Secondary: [goal] ## Non-Goals - [Explicitly out of scope] ## Background [Context needed to understand the proposal] ## Detailed Design ### [Component 1] [Details...] ### [Component 2] [Details...] ## Alternatives Considered | Alternative | Pros | Cons | Why Not | |-------------|------|------|---------| ## Security Considerations [Security implications] ## Testing Plan [How this will be tested] ## Rollout Plan [How this will be deployed] ## Open Questions - [ ] [Question 1]
Decision Document
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# Decision: [Topic] ## Status [Proposed / Approved / Deprecated] ## Context [Why is this decision needed?] ## Decision [What was decided] ## Consequences ### Positive - [Benefit 1] ### Negative - [Tradeoff 1] ## Options Considered 1. **[Option 1]** - [Summary] 2. **[Option 2]** - [Summary] 3. **[Option 3]** - [Summary]
Proposal
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# Proposal: [Title] ## Executive Summary [One paragraph summary] ## Problem Statement [What problem are we solving?] ## Proposed Solution [What do you propose?] ## Benefits 1. [Benefit 1] 2. [Benefit 2] ## Risks & Mitigations | Risk | Likelihood | Impact | Mitigation | |------|------------|--------|------------| ## Timeline [Key milestones] ## Resources Required [What do you need?] ## Success Metrics [How will we measure success?] ## Recommendation [Clear ask]
Tips for Effective Co-authoring
- •Be specific - Vague feedback leads to vague changes
- •Share examples - "Write like [this example]"
- •Iterate quickly - Small changes, frequent review
- •Trust the process - Outline → Draft → Refine → Polish
- •Know when to stop - Perfect is the enemy of done