Generate polished briefings, status reports, scope-of-work documents, and measurement summaries from your captured data — then export or share in multiple formats.
Documents are structured reports assembled from the facts, tasks, and captures you've already recorded in rivo. Instead of manually writing a client brief or project status update, rivo pulls together the right data, organizes it into sections, and produces a polished document — ready to review, export, or email.
Built from your existing captures. Choose a connection, pick a template, and rivo does the rest — no new writing required.
Each document uses your latest data, so it's never stale. Generate a fresh one anytime you need an up-to-date view.
Download as text or CSV, copy to clipboard, or email directly to a contact — whatever fits your workflow.
Background generation. Documents are created asynchronously. Keep working, check your inbox, create new captures — you'll be notified when it's done.
rivo automatically suggests the best template based on the type of data you've captured for a connection. You can always override the suggestion and pick a different one.
Background, current status, key details, action items, and preferences — a complete picture of a relationship.
Overview, key metrics, open tasks, recent activity, blockers, and upcoming milestones.
Tasks organized by trade, phase, or category with assignments, due dates, status tracking, and gap identification.
Physical dimensions, quantities, and specifications organized by area, location, or room.
Auto-selection logic: If most of your facts are measurements, rivo suggests the Measurement Summary. If you have several tasks with dates and assignments, it leans toward Scope of Work. For mixed data, it defaults to Project Status Report. The Client Summary works best for people-focused connections.
When you generate a document, rivo follows a three-step pipeline:
Gather context: rivo pulls all relevant facts, tasks, sentiment data, and captures for the selected connection.
Assemble: The data is organized into a structured document with titled sections, individual items (with sources and confidence levels), summary notes, and any flagged conflicts or gaps.
Deliver: The finished document is saved and you're notified via the alert bell. Documents are retained for 7 days.
Documents aren't just simple exports. rivo analyzes your data and surfaces things you might otherwise miss.
Once a document is generated, you can get it out of rivo in several ways.
Smart email recipients. When emailing a document, rivo suggests contacts associated with the connection. You can still enter any email address — you'll just be asked to confirm if it's someone rivo doesn't recognize.
There are three ways to access your generated documents:
Documents are private. Only you can see your generated documents. Sharing requires explicit action — nothing is shared automatically.
Staleness indicator. Documents older than 24 hours show a "Data may have changed" note. If you've added new captures since generating, consider creating a fresh document.
Capture before you generate. Document quality depends on your captures. A connection with 20 captures produces a much richer document than one with 2.
Generate fresh before important meetings. Since documents always use your latest data, a new document right before a meeting ensures you have the most current view.
Use CSV for numbers. If you're working with measurements or specs and need to import into a spreadsheet or estimating tool, the CSV export keeps all the structure intact.
Check conflicts and gaps. These sections are the most valuable part of a document. Conflicts highlight contradictions you might have missed, and gaps tell you what still needs capturing.