Standard Operating Procedure

Shipping Your First
Crisply Artifact

Take content you were going to send as a PDF and turn it into a branded, interactive, chat-enabled Crisply artifact instead.

Owner: You Time Required: 10 minutes Difficulty: Easy 10 Steps
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Overview
Purpose & Prerequisites
Take content you were going to send as a PDF and turn it into a branded, interactive, chat-enabled Crisply artifact instead. This SOP walks you through every step from sign-in to sharing, in under ten minutes.
Before You Start
Have the raw content ready. It can be messy — pasted notes, a CSV export, a draft in Google Docs, a PDF from a research firm. Crisply handles the formatting. You do not need to clean it up first.
Procedure
Step-by-Step Instructions
1
Sign In and Open the Create Page
1 minute Owner: You
  • Navigate to your Crisply workspace.
  • Click Create. You will see a single content input and a panel of design controls.
2
Paste or Upload Your Content
2 minutes Owner: You
  • Drop your content into the content box. You may paste raw text or markdown, upload a PDF, XLSX, or CSV, or paste a URL (Crisply extracts the content).
  • Do not clean it up first — Crisply parses messy input better than most humans.
More is Better
Sparse input produces sparse output. Crisply never fabricates content — if your source material is thin, so will the artifact be. Paste generously.
3
Pick the Format
30 seconds Owner: You
  • Choose the format that matches the shape of your content.
Dashboard — metrics
Report — narrative
SOP — processes
Infographic — stat stories
Presentation — pitch decks
One-pager — exec summaries
Format Decision Guide
→If metric-heavy: Dashboard beats Report.
→If text-heavy: Do not pick Infographic — use Report or One-pager.
→If step-by-step process: SOP is the correct choice.
4
Choose a Theme and Color
1 minute Owner: You
  • Select one of the six themes: Modern, Corporate, Playful, Minimal, Dark, Editorial.
  • Select one of the six color schemes: Auto, Blue, Green, Warm, Monochrome, Custom.
  • If you have a brand kit saved, confirm that Crisply applies it automatically.
Pro Tip — Brand Kit
Save a brand kit before generating multiple artifacts for the same client. It sets primary, secondary, accent, and background colors in one action.
5
Set Tone, Length, and Interactivity
1 minute Owner: You
  • Set Tone: formal, casual, technical, or storytelling.
  • Set Length: summary, standard, or comprehensive.
  • Set Interactivity: none (printable), basic (scroll-and-scan), or full (charts, checkboxes, filters, embedded chat).
Caution — Interactivity Setting
Do not select None if your client will ask questions inside the artifact. The embedded chat requires at least Basic interactivity to function.
6
Assign and Tag (Optional)
1 minute Owner: You
  • Optionally assign to a client, drop it in a folder, or apply a saved preset.
  • Skip this step the first time if you are just getting started.
What Is a Preset?
Presets save a bundle of format, theme, tone, density, typography, and interactivity settings for one-click reuse across future artifacts.
7
Generate
15 seconds Owner: You
  • Click Generate. Crisply will route automatically based on complexity.
Model Trigger Speed Output Limit
Claude Haiku Under 15,000 characters ~8 seconds 15,000 chars
Claude Sonnet Up to 32,000 characters ~15 seconds 32,000 chars
If Generation Times Out
→Cause: Input exceeded model limits.
→Fix: Split into two separate artifacts.
8
Review and Tweak
2 minutes Owner: You
  • The artifact opens at its public URL. Review the output end-to-end.
  • If something is off, regenerate with a different theme or tone — the source content is cached and does not need to be re-pasted.
  • Note: regenerations produce versions; the original is always preserved.
9
Share the Link
30 seconds Owner: You
  • Copy the URL.
  • Set privacy before sharing: public, unlisted, private, or password-protected.
  • If the deliverable is time-boxed, set an auto-expiry at 7, 30, or 90 days.
  • Send the link to your client.
10
Watch the Questions Roll In
Ongoing Owner: You
  • Every question your client asks inside the artifact appears in your Questions view.
  • Read them — they are the best signal on what your client cares about and what they might buy next.
You Are Done
Your first Crisply artifact is live and your client has received a professional, interactive, branded deliverable — in under 10 minutes.
Reference
Troubleshooting
Problem Resolution
Artifact looks generic Add more source material and regenerate. Crisply never fabricates; sparse input produces sparse output.
Format looks wrong Try a different format. Dashboard beats Report for metric-heavy content.
Colors or fonts look off Apply a brand kit or manually set primary, secondary, accent, and background.
Generation times out Input exceeded model limits. Split into two artifacts.
Chat gives generic answers Add more context. The chat can only use what is in the artifact.
Reference
Keyboard and Workflow Tips
  • Regenerate without re-pasting — Crisply caches the input.
  • Regenerations produce versions; the original is preserved.
  • Presets save a bundle of format, theme, tone, density, typography, and interactivity for one-click reuse.
  • Folders organize artifacts by client or project.
  • Clients can be assigned to artifacts for reporting.
Reference
Sharing Best Practices
Privacy Mode Best For
Unlisted Default for most client work — no search indexing, no login friction.
Password-Protected Financial or confidential deliverables.
90-Day Auto-Expiry One-off projects.
No Expiry Long-lived reference deliverables.
Reference
Common First-Timer Mistakes
Pasting too little content and expecting a rich artifact.
Picking Infographic for text-heavy content.
Forgetting to save a brand kit before generating multiple artifacts for the same client.
Picking interactivity "None" when the client will chat with the artifact.
Reference
Red Flags — Regenerate Immediately
Stop and Regenerate If You See These
If any of the following occur, do not share the artifact. Regenerate immediately.
Content invents stats not in your input (rare). Add more context and regenerate.
Format fights the content. Switch formats — do not force it.
Branding looks off. Apply a saved brand kit.
Coming Soon
Roadmap That Will Change This Workflow
Recurring Reports — point a template at a data source, regenerate on schedule.
White-Label Client Portals — reports.youragency.com with your branding.
Team Workspaces — multiple team members collaborating on a single artifact.