Generating Multiple Documents Efficiently
When you need to generate many documents for one company or compliance project, organizing your workflow properly ensures the AI delivers consistent, high-quality results. This guide covers the best approach for bulk document generation.
The Recommended Workflow
Follow these steps to maximize quality when generating multiple documents:
Create a dedicated Workspace — Set up a Workspace specifically for the company or project (e.g., "Acme Corp - ISO 27001").
Provide all context upfront — In the Workspace settings, add:
The compliance framework you're working with
Company-specific details and requirements
Custom documents or templates via file uploads
Start your first conversation — Within the Workspace, create a new conversation and generate 5-6 related documents (e.g., all access control policies, or a set of interconnected procedures).
Create fresh conversations for new document sets — When you shift to unrelated documents or notice quality declining, start a new conversation within the same Workspace rather than continuing the existing thread.
Why This Pattern Works
As conversations grow longer, context becomes saturated with previous exchanges. Starting fresh conversations gives the AI cleaner context, resulting in better output quality. This pattern applies to ISMS Copilot and general-purpose AI tools alike.
The Workspace retains all your project context (framework knowledge, custom instructions, uploads), while fresh conversations prevent the AI from being overwhelmed by lengthy chat history.
Example Scenario
Generating a complete ISO 27001 policy set for Acme Corp:
Create Workspace: "Acme Corp - ISO 27001"
Upload company security framework and org chart
Conversation 1: Generate access control policies (A.9.1–A.9.4) — 5 documents
Conversation 2: Generate cryptography and physical security policies (A.10, A.11) — 6 documents
Conversation 3: Generate incident management and business continuity (A.16, A.17) — 4 documents
Each conversation starts clean while maintaining access to your uploaded context and Workspace settings.
Name your conversations descriptively (e.g., "Access Control Policies", "Cryptography Docs") to keep track of what you've generated in each thread.
Upcoming Improvements
We're working on platform updates to eliminate the need for this multi-conversation workaround. Until then, this workflow remains the best practice for high-volume document generation.
Related Resources
Organizing Work with Workspaces — Learn Workspace basics
Managing Your Conversations — Conversation management features
How to manage multi-client compliance projects using workspaces — Advanced multi-client strategies