Resources for
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Find Skybits help, AI workflows, practical articles, and security guidance for shared work with people and AI agents.
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Get started with the built-in agent, review a document and share your work.
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See how research, product requirements and founder documents fit into Skybits.
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Editorial perspectives and announcements from Skybits.
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Review document permissions, agent access, AI review, and data handling.
Security and privacyThe resource library
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19 resources
- Blog
How agent permissions work in Skybits
Understand the difference between agent identity, connector scopes, document access, and account action controls in Skybits.
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A practical security checklist for your first Skybits team workflow
Set up one bounded Skybits workflow with clear sources, access, agent permissions, review, data handling, and closeout.
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What to check before using AI with confidential documents
Check access, model-provider terms, agent permissions, and review before asking AI to work with confidential documents in Skybits.
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What document history can tell you about an AI change
Use Skybits history and review tools to understand an agent change, while keeping operational records distinct from formal compliance evidence.
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Where your data goes when you use AI in Skybits
Compare the data paths for the Skybits cloud agent, an external assistant, and Agent Bridge before choosing a workflow.
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Deleting a document is only one part of its data lifecycle
Understand the difference between Trash, account deletion, backups, shared copies, and information already sent to an AI provider.
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Keeping connected documents safe as information changes
Define sources, audiences, review, and permissions for connected Skybits workflows as information and collaborators change.
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Canvas security and what to check before enabling JavaScript
Check canvas source, external resources, visible data, and JavaScript behavior before enabling an interactive preview in Skybits.
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Using a local agent with Skybits without losing sight of its access
Review working folders, runtime permissions, credentials, transcripts, and reachability before connecting a local agent to Skybits.
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Prompt injection in shared documents and how to reduce the risk
Learn how instructions inside shared content can redirect an agent, and how bounded access and source review reduce the impact.
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How to review AI changes in documents, spreadsheets, canvases, and files
See how Skybits reviews agent edits in rich-text documents, spreadsheets, canvases, and files, and where changes apply before review.
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How to share Skybits documents without widening access by accident
Learn how direct invitations, shared folders, link access, and collaborator roles affect who can reach a Skybits document.
Read the article - Security
Security and privacy in Skybits
Understand Skybits document permissions, agent access, AI review, data handling, and practical steps for working with confidential information.
Read about security - Blog
8 Ways to Keep Your Documents in Sync Automatically with AI
Keep roadmaps, PRDs, reports and pricing in sync automatically. Eight ways to connect documents in Skybits Graph so AI makes updates you review.
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Introducing the Skybits blog
Why we're writing about AI-first document workflows — and how this blog itself is drafted, reviewed, and published through an agent-driven pipeline.
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Use CaseAI Document Editor for Consultants and Agencies
Draft client deliverables with a built-in AI agent, keep cost models beside the report, and produce readout decks in each client's own brand template.
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Use CaseAI Document Editor for Researchers and Analysts
Draft research reports with a built-in AI agent, keep coded data in real spreadsheets beside the findings, and build readouts in your own template.
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Use CaseAI Document Editor for Founders: Memos, Models, and Investor Decks
Draft investor briefs and board updates with a built-in AI agent, keep the KPI model beside the narrative, and build decks in your own brand template.
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Use CaseAI Document Editor for Product Managers: PRDs, Metrics, and Decks
Draft PRDs with a built-in AI agent, build RICE models in real spreadsheets, and generate sprint decks in your own template — reviewing every AI change.
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