Document types & what the AI sees

How `doc_type` and the use-in-generation toggle decide which files the AI actually reads.

Two settings on every file you upload control how the AI uses it: the doc_type (what kind of document it is) and the use in generation toggle (whether to feed it to the AI at all). Getting both right is the difference between strategies that read like a real strategist wrote them and strategies that read like an AI assistant did.

doc_type
Tells the AI what kind of document it is
use_in_generation
On/off switch — controls if the AI sees the file
Set where
On every file in the Asset Library
Can be changed anytime
Yes — affects the next generation

Toggle on the assets the AI should read. Toggle off the ones it shouldn't. Don't ship everything — context is a finite resource and noise hurts quality.

What document types exist

The taxonomy

Stratogizer recognises a controlled list of document types. Each signals to the AI how to read the file:

  • Brief — the campaign or strategy brief. The AI treats this as the primary instruction set.
  • Brand logo — used in exports and shown in the company switcher; not read for generation context.
  • Brand CI / Brand guidelines — the visual or verbal identity bible. The AI reads it for tone, voice rules, and dos/don'ts.
  • Past content calendars — historical organic content that the AI can use to understand past cadence and pillars.
  • Past performance — prior reports, prior strategies that delivered results.
  • Other — catch-all when nothing else fits.

What the AI actually sees

Behind the curtain

When you generate a strategy, the platform builds a list of every document available to that generation:

  • Company files with use in generation on.
  • Campaign files (if the generation belongs to a campaign).

That list goes to the wizard's Documents step. You tick the documents to include in this run. Each ticked document is handed to Anthropic Claude as a "document block" — Claude reads it natively (PDFs, images, text) and treats it as first-class context alongside your structured wizard inputs.

How to use the toggle well

Practical rules of thumb

  • Always on: brand CI, brand guidelines, anything the AI should respect on every run.
  • Per-generation: briefs, past performance — relevant to specific campaigns but not to every one. Toggle on at the wizard step rather than globally.
  • Always off (store-only): internal reference files you keep around but don't want the AI influencing strategy from.

Related: see Upload to the Asset Library for the upload mechanics and Set up brand context for the company-level brand inputs that complement the asset library.