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Documents to Upload: Our Role-Based Recommendations

The Narratize team's recommended documents to populate your Product Knowledge Hubs.

Updated over 2 months ago

Welcome to Narratize! Let’s set up your new Knowledge Hub so you can bring a new product to market faster and smarter! Here's what you should add to your Product Hub, depending on your role.


Quick Start: Essential First Uploads

Regardless of your role, begin with these foundational documents. Remember: you'll find immediate value even by starting with 3-5 documents. You can keep adding more knowledge over time.

  • Meeting notes and strategy documents

  • Project specifications or requirements

  • Market research or competitive analysis

  • Testing data or performance studies

  • Team communications and decision logs


R&D & Engineering

  • Technical specifications and test reports

  • Lab results and research findings

  • Prototype documentation and performance data

  • Regulatory compliance documents

  • Patent filings and intellectual property records

  • Engineering drawings and CAD files

  • Material safety data sheets (MSDS)

  • Failure analysis reports

  • Design review documents

Product Management

  • Product requirements documents (PRDs)

  • Roadmaps and development timelines

  • User research and market analysis

  • Competitive intelligence reports

  • Feature specifications

  • Go-to-market strategies

  • Product positioning documents

  • Customer feedback and insights

Marketing & Communications

  • Brand guidelines and messaging frameworks

  • Marketing campaign materials

  • Press releases and announcements

  • Website content and product pages

  • Sales enablement materials

  • Customer case studies and testimonials

  • Industry whitepapers and thought leadership

  • Trade show presentations

Sales & Business Development

  • Sales presentations and pitch decks

  • Proposal templates and RFP responses

  • Customer contracts and agreements

  • Pricing strategies and models

  • Territory plans and account profiles

  • Win/loss analysis reports

  • Demo scripts and training materials

Operations & Manufacturing

  • Standard operating procedures (SOPs)

  • Quality control documentation

  • Supply chain specifications

  • Manufacturing process flows

  • Vendor agreements and certifications

  • Cost analysis and pricing models

  • Production schedules and capacity plans

Legal & Compliance

  • Regulatory submissions and approvals

  • Industry standards documentation

  • Risk assessments and mitigation plans

  • Environmental impact studies

  • Safety protocols and training materials

  • Contract templates and legal precedents


Best Practices for Document Uploads

  1. Start with Recent & Relevant: Upload your most current and frequently referenced documents first

  2. Include Context: Add descriptions and custom instructions to help the AI understand document usage

  3. Maintain Version Control: Upload the latest versions and archive outdated documents

  4. Think Cross-Functionally: Include documents that bridge departmental gaps

  5. Regular Updates: Keep your hub current with new insights and decisions


The more comprehensive your Product Knowledge Hub, the more powerful your AI-assisted workflows become. Each document you upload strengthens Narratize's ability to generate insights, automate documentation, and accelerate your product development cycle.

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