Document creation device, document creation method and document creation program
The document creation device addresses the challenge of structuring tacit knowledge by using AI chatbots and templates to efficiently create documents tailored to specific contexts.
Patent Information
- Application Number
- JP2023109742
- Authority / Receiving Office
- JP · JP
- Patent Type
- Applications
- Current Assignee / Owner
- Filing Date
- 2023-07-04
- Publication Date
- 2025-01-20
AI Technical Summary
Existing technologies struggle to gather necessary and sufficient information in a structured format, particularly in self-analysis and marketing frameworks, making it difficult to verbalize tacit knowledge and apply general frameworks to specific contexts.
A document creation device that includes an element information input section, summarizing section, and document creation section, utilizing AI chatbots and templates to input, summarize, and create documents efficiently.
Enables the extraction of tacit knowledge and creation of documents quickly and easily, adapting general frameworks to specific contexts through AI-driven interaction and template-based organization.
Smart Images

Figure 2025007971000001_ABST
Abstract
Description
[Technical field]
[0001] The present invention relates to a document creation device, a document creation method, and a document creation program for creating a document by inputting necessary information into a template. [Background technology]
[0002] Conventionally, a technique has been proposed for creating documents that can be easily reused by searching for portions of previously created and stored documents that can be used to create a new document when creating a new document.
[0003] For example, Patent Document 1 discloses a partial document search device that includes a partial document extraction unit that extracts a range of related descriptions from a document and sets it as a partial document, a partial document information storage unit that stores information about the extracted partial document, and a partial document search unit that searches the stored information for the partial document that matches input search criteria. [Prior art documents] [Patent documents]
[0004] [Patent Document 1] JP 2007-316743 A Summary of the Invention [Problem to be solved by the invention]
[0005] However, in past technologies, including Patent Document 1, there is a problem that it is difficult to gather necessary and sufficient information according to a certain framework. For example, in self-analysis, it is difficult to properly verbalize one's strengths, so one lists the necessary items while talking with a coach, but this is not possible with conventional technologies. Furthermore, although many useful frameworks have been proposed in marketing, it is not easy to properly organize and apply them to one's company and situation, and although many books on frameworks have been published, there was a problem that it is not possible to put them into practice just by reading them. Thus, there was a problem that it was difficult to write down one's thoughts that could not be verbalized, company information, information on the web, etc. at an appropriate level of granularity.
[0006] Therefore, the present invention has been made in consideration of the above-mentioned problems, and has as its main object to provide a document creation device that can draw out tacit knowledge that is difficult for a user to verbalize, and create documents easily and quickly. [Means for solving the problem]
[0007] In order to solve the above problems, the document creation device of the present invention includes an element information input unit that inputs element information regarding elements required for items in a template used for document creation, an element summarization unit that summarizes the required elements in a required format from the contents of the element information, and a document creation unit that inputs the summarized required elements into the items in the template to create a document.
[0008] In addition, a document creation method according to the present invention includes the steps of inputting element information concerning elements required for a template item to be used for document creation, summarizing the required elements in a required format from the contents of the input element information, and inputting the summarized required elements into the template item to create a document.
[0009] Furthermore, a program for executing the document creation method of the present invention causes a computer to execute the steps of inputting element information regarding elements necessary for items of a template to be used for document creation, summarizing the necessary elements in a required format from the contents of the input element information, and inputting the summarized necessary elements into the items of the template to create a document. Effect of the Invention
[0010] According to the document creation device of the present invention, it is possible to draw out tacit knowledge that is difficult for a user to verbalize, and create documents easily and quickly. Note that the effects described here are not necessarily limited to those described herein, and may be any of the effects described in this specification. [Brief description of the drawings]
[0011] [Figure 1] 1 is a schematic configuration diagram showing a document creation system according to an embodiment of the present invention; [Diagram 2] 1 is a functional block diagram showing a functional configuration within a document creation device according to an embodiment of the present invention; [Diagram 3] 4 is a flowchart showing a flow of a document creation process according to a document creation method according to an embodiment of the present invention. [Figure 4] 1 is a schematic diagram showing an example of a display screen for executing a document creation process by a document creation device according to an embodiment of the present invention; [Diagram 5] 1 is a schematic diagram showing an example of a display screen for executing a document creation process by a document creation device according to an embodiment of the present invention; [Figure 6] 1 is a schematic diagram showing an example of a display screen for executing a document creation process by a document creation device according to an embodiment of the present invention; [Figure 7] 1 is a schematic diagram showing an example of a display screen for executing a document creation process by a document creation device according to an embodiment of the present invention; [Figure 8] 1 is a schematic diagram showing an example of a display screen for executing a document creation process by a document creation device according to an embodiment of the present invention; DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0012] Hereinafter, preferred embodiments for carrying out the present invention will be described with reference to the drawings. Note that the embodiment described below is an example of a typical embodiment of the present invention, and does not limit the scope of the present invention, and various combinations, modifications, and changes are possible within the scope of the gist of the present invention.
[0013] An embodiment of the present invention will be described with reference to FIGS.
[0014] <1. Document creation system configuration> First, a document creation system 10 according to an embodiment of the present invention will be described with reference to Fig. 1. Fig. 1 is a schematic configuration diagram showing the document creation system 10 according to the present embodiment.
[0015] 1, the document creation system 10 includes a user terminal 11 and a document creation device 12. The user terminal 11 and the document creation device 12 are connected to each other so as to be able to communicate with each other via a network N such as the Internet. There is no limit to the number of user terminals 11 connected to the network N, and the type and form of the line of the network N are not important.
[0016] The user terminal 11 is, for example, an electronic device such as a mobile terminal such as a tablet terminal, a notebook computer, or a desktop computer. The user terminal 11 may also be a mobile terminal such as a smartphone or a tablet terminal. A user provides elements (information) required for document creation to the document creation device 12 via the user terminal 11 to perform document creation.
[0017] The document creation device 12 acquires elements necessary for document creation from an external source such as one or more user terminals 11, executes document creation, and transmits data of the created document to the user terminal 11.
[0018] <2. Document creation device configuration> Next, the document creation device 12 according to this embodiment will be described with reference to Fig. 2. Fig. 2 is a functional block diagram showing the functional configuration within the document creation device 12 according to this embodiment.
[0019] 2, the document creation device 12 includes a control unit 101, a communication unit 102, a storage unit 103, a determination unit 104, and a template creation unit 105. The document creation device 12 also includes an AI chatbot 106, an element information input unit 107, a document creation unit 108, an element summarization unit 109, and an artificial intelligence unit 110.
[0020] The control unit 101 controls the entire document creation device 12, and can be composed of a CPU (Central Processing Unit), a ROM (Read Only Memory), a RAM (Random Access Memory), etc. The control unit 101 realizes the functions of each component by using the CPU to expand into memory a computer program stored in the storage unit 103, etc., and execute it.
[0021] The communication unit 102 transmits and receives information to and from the user terminal 11 via the network N. The communication unit 102 includes a transceiver and the like compatible with short-range wireless communication standards such as Wi-Fi (registered trademark) (Wireless Fidelity), LTE / 5G, Cat.M1, and NB-IoT.
[0022] The storage unit 103 stores various computer programs and various data necessary for the execution of processing by the control unit 101, and various data obtained as a result of processing by the control unit 101. The storage unit 103 also stores information for determining elements necessary for items of a template used in document creation.
[0023] The determination unit 104 determines whether or not necessary elements have been input into the items of the template used for document creation. When the determination unit 104 determines that necessary elements have not been input, the element information input unit 107 asks the user additional questions about the necessary elements that have not been input in a chat format or the like.
[0024] The template creation unit 105 sets items necessary for document creation and creates a template having one or more frameworks. For example, when creating a "3C analysis" document for investigating the direction of the company's management strategy, the template items are set to Company, Customer, and Competitor. When creating a 4P analysis document for use in considering a management strategy, the template items are set to Product (product / service), Price, Place (sales location / delivery method), and Promotion. When creating a SWOT analysis document for grasping the current state of a company or business, the template items are set to Strength, Weakness, Opportunity, and Threat. Here, the template consists of the items to be written and the necessary elements. For example, for 3C, Items to write:Company, Customer, Competitor What you need: - Company: Sales, main products, etc. - Customer: Age, …etc - Competitor: Company name, share, etc. It becomes. The document creation device 12 can also use a template that has been created in advance.
[0025] The AI chatbot 106 is an artificial intelligence chatbot that applies machine learning, and communicates with the user, who is the user of the user terminal 11, via the user terminal 11 by interactively exchanging (sending and receiving) information with the user terminal 11 in real time. The AI chatbot 106 can additionally learn interactions with the user as response patterns. The response patterns that the AI chatbot 106 has learned in advance are stored in a database such as the memory unit 103.
[0026] The AI chatbot 106 also has a voice recognition unit 111 and a dialogue processing unit 112. The voice recognition unit 111 and the dialogue processing unit 112 fulfill their functions when the control unit 101 runs a program stored in the memory unit 103.
[0027] The voice recognition unit 111 obtains voice data, which is a digitalized version of a voice uttered by a user, via the communication unit 102 and converts the voice data into text data. For example, phoneme recognition using an acoustic model can be used for the conversion to text data. In phoneme recognition, an acoustic model is used to analyze the frequency components and time changes of the voice, single sounds are extracted from the voice waveform, and the basic phonemes of each language are identified by pattern matching using the features of the sounds. The text data output by the voice recognition unit 111 is transmitted to the control unit 101, and when the AI chatbot 106 receives text data from a user, the text data is transmitted to the control unit 101.
[0028] When the AI chatbot 106 is interacting with the user through voice, the dialogue processing unit 112 receives the response text data generated and output by the control unit 101. Based on the received response text data, the dialogue processing unit 112 generates digital voice data and transmits it to the control unit 101. The control unit 101 transmits the acquired digital response voice data to the user terminal 11 used by the user via the communication unit 102. When the AI chatbot 106 is interacting with the user using text data, the control unit 101 transmits the response text data as is to the user terminal 11 used by the user. The user acquires the received response voice data or response text data in the user terminal 11 and continues communication with the AI chatbot 106.
[0029] The element information input unit 107 inputs element information on necessary elements into the items of a template used for document creation. The element information input by the element information input unit 107 can be a response from the user to a question in a chat format for the user. The information input by the element information input unit 107 can also be information including website information or a document file such as a Word file that the user has searched and obtained in advance.
[0030] When inputting element information in a chat format, the element information input unit 107 can input the element information through a chat between the user and the AI chatbot 106. The element information can be input, for example, by character input, voice input, selection from options provided by an AI (artificial intelligence), or input of a document file.
[0031] The element summarizing unit 109 summarizes necessary elements in a necessary format from the contents of the element information input by the element information input unit 107. For example, the element summarizing unit 109 summarizes the input element information in bullet points for each item of the template to make it easier for the user to understand.
[0032] When a template has multiple frameworks, the element summarization unit 109 can summarize, when inputting elements required for an item in one of the multiple frameworks, the elements summarization unit 109 refers to the necessary elements inputted into the other frameworks.
[0033] The document creation unit 108 creates a document by inputting the necessary elements summarized by the element summarization unit 109 into the items of a template. For example, the document creation unit 108 creates presentation materials (hereinafter referred to as presentation materials) by inputting the necessary elements summarized into three items of a 3C analysis template or four items of a SWOT analysis template.
[0034] The artificial intelligence unit 110 determines the contents of the necessary elements based on the information for determining the necessary elements stored in the storage unit 103. Also, the artificial intelligence unit 110 can determine the contents of the necessary elements when the element information input unit is chatting with the user via the AI chatbot 106. Furthermore, the artificial intelligence unit creates options for the user to answer in the chat, and allows the user to select one or more of the options to answer the questions posed by the AI.
[0035] The artificial intelligence unit 110 can also issue a command to the element summarizing unit 109 to summarize necessary elements in a necessary format. The artificial intelligence unit 110 can also issue a command to the document creation unit 108 to create a document by inputting the necessary elements summarized by the element summarizing unit 109 into the items of a template.
[0036] <3. Document creation process flow> Next, a flow of document creation processing by the document creation method using the document creation system 10 according to the present embodiment will be described with reference to Fig. 3. Fig. 3 is a flowchart showing the flow of document creation processing in a chat format using the document creation method according to the present embodiment.
[0037] The document creation process of this embodiment is started, for example, when a user issues a document creation instruction from the user terminal 11 to the document creation device 12 via the network N.
[0038] As shown in FIG. 3, in step S101, the user operates the user terminal 11 to start an application that has been downloaded in advance and that instructs the document creation device 12 to create a document.
[0039] In step S102, the determination unit 104 of the document creation device 12 determines whether the question to be asked of the user is the first question. If it is the first question (Yes), the process proceeds to step S106. If it is the second or subsequent question (No), the process proceeds to step S103.
[0040] In step S 103 , the element information input unit 107 of the document creation device 12 extracts necessary information from the answers stored in the storage unit 103 of the document creation device 12 .
[0041] In step S104, the element information input unit 107 classifies the extracted information into items of the template according to the template. At this time, the element summarizing unit 109 summarizes necessary elements from the contents of the information extracted by the element information input unit 107 in a necessary format.
[0042] In step S105, when the right side of the display screen is a chat area and the left side is a template area, the element information input unit 107 reflects summarized information on the left side of the template area on the screen.
[0043] In step S106, the AI chatbot 106 of the document creation device 12 asks the user a question by AI to input elements required for the template. If the answer to the question by AI is to be a document file or the like, the process proceeds to step S107. If the answer to the question by AI is to be a text input or the like, the process proceeds to step S108.
[0044] In step S107, the element information input unit 107 uploads a document file or the like, and inputs an answer to the question.
[0045] In step S108, the element information input unit 107 inputs an answer to a question, such as a text, posed by the user via the user terminal 11.
[0046] In step S109, the element information input unit 107 extracts necessary information from the answers to the questions input in step S107 or step S108.
[0047] In step S110, the element information input unit 107 classifies the extracted information into items in the template according to the template. At this time, the element summarizing unit 109 summarizes necessary elements from the contents of the information extracted by the element information input unit 107 in a necessary format.
[0048] In step S111, the element information input unit 107 reflects the summarized information on the left side of the screen in the template portion, similarly to step S105.
[0049] In step S112, the user manually corrects the information reflected in the template as necessary.
[0050] In step S113, the determination unit 104 determines whether the information reflected in the template is sufficient. If it is sufficient (Yes), the process proceeds to step S114. If it is insufficient (No), the process returns to step S106. For example, in the case of 3C, a judgement is made as to whether the contents written in the Competitor section are sufficient. Competitor: - Current market share and trends of competitors - Characteristics of each competitor (strategies adopted, resources available, etc.) - Competitor's industry position - Threat of new entrants and substitutes - Competitors that you should pay particular attention to (major customer segments, product characteristics, etc.) - Competitors to watch out for, their characteristics, and expected future actions (measures against your company, etc.) A determination is made as to whether information is sufficient for such items.
[0051] In step S114, the determination unit 104 determines whether the current question is the last question. If it is the last question (Yes), the process proceeds to step S115. If there are still questions (No), the process returns to step S102.
[0052] In step S115, the document creation unit 108 completes the document when the necessary elements are reflected in all the items of the template.
[0053] In step S116, the document creation unit 108 downloads the document in which the necessary elements for all items of the template are reflected in PDF, pptx, or the like, and ends the document creation process.
[0054] <4. Example of display screen for document creation process> Next, an example of a display screen displayed on the display unit of the document creation device 12 according to this embodiment or the display unit of the user terminal 11 will be described with reference to Fig. 4 to Fig. 8. Fig. 4 to Fig. 8 are schematic diagrams showing examples of display screens for executing document creation processing by the document creation device 12 according to this embodiment.
[0055] As shown in FIG. 4, when a user and an AI chat, for example, a chat section is displayed on the right side of the display screen, and a template section is displayed on the left side.
[0056] To create presentation materials, the AI chatbot 106 first asks the user questions about "basic information" of the company, etc. The user follows the instructions of the AI chatbot 106 to import a hearing sheet or input the basic information through chat. The necessary elements are then input in bullet points into each of the items "Summary," "Purpose of request," and "Objectives and philosophy" in the template section on the left side of the display screen.
[0057] Furthermore, the content can be further enhanced by answering additional questions from the AI chatbot 106. For example, in response to a question from the AI chatbot 106 such as "Is there anything distinctive about the president's personality?", the user can input a response in chat such as "He is a bold and passionate person who is passionate about realizing his ideals."
[0058] Then, the element information summarizing unit 109 summarizes the user's answer, and the element information input unit 107 additionally inputs, in bullet points, such as "The CEO is a passionate man" in the "Summary" field of the template.
[0059] Next, as shown in FIG. 5, the AI chatbot 106 asks the user a question about "3C analysis."
[0060] In this case too, first, the user follows the instructions of the AI chatbot 106 to import a hearing sheet or input 3C analysis information via chat.
[0061] Furthermore, the AI chatbot 106 asks the user additional questions. For example, in response to a question from the AI chatbot 106 such as "What is the organizational structure and culture like? How does it affect business performance?", the user can input a response in chat such as "Our organization is flat, and each department works closely together. This allows information to be shared quickly and makes it possible to make efficient decisions. Our corporate culture also emphasizes innovation and collaboration, which is directly linked to our product development and customer service." Here, the AI determines whether the necessary elements are met, and determines the additional questions that are required.
[0062] Then, the element information summarization unit 109 summarizes the user's answers, and the element information input unit 107 adds bullet points such as "The organization is flat, and each department works closely together" and "The corporate culture emphasizes innovation and collaboration, which is directly linked to product development and customer service" to the "Company" item of the template.
[0063] Next, as shown in FIG. 6, the AI chatbot 106 asks the user a question about "4P analysis."
[0064] In this case as well, first, the user follows the instructions of the AI chatbot 106 to import a hearing sheet or input 4P analysis information via chat.
[0065] Furthermore, the AI chatbot 106 asks the user additional questions. For example, in response to a question from the AI chatbot 106 such as "Which digital marketing strategy is the most effective?", the user can input a response in chat such as "Social media advertising and content marketing are the most effective. The effectiveness is measured through website traffic, number of lead generation, product sales, etc."
[0066] Then, the element information summarizing unit 109 summarizes the user's answers, and the element information input unit 107 adds bullet points such as "social media advertising and content marketing are most effective" and "promotion effectiveness is measured through website traffic, number of leads generated, product sales, etc." to the "Promotion" item of the template.
[0067] Next, as shown in FIG. 7, the AI chatbot 106 asks the user a question about "SWOT analysis."
[0068] In this case, too, the user first follows the instructions of the AI chatbot 106 to import a hearing sheet or input SWOT analysis information via chat.
[0069] Furthermore, the AI chatbot 106 can ask the user additional questions. When an answer to the additional question is input, the element information summarizing unit 109 summarizes the user's answer, and the element information input unit 107 additionally inputs the summarized information in bullet points into the corresponding item of the template.
[0070] Finally, as shown in Fig. 8, suggestions for formulating a corporate strategy are extracted from the analysis results. For example, the artificial intelligence unit 110 extracts suggestions in the form of bullet points from the analysis results for each of the items, such as "strengthening the brand," "expanding financial solutions," "expanding into new markets," and "continuous innovation as a competitive measure." Then, the element information input unit 107 inputs the extracted suggestions into each item of the template.
[0071] According to the document creation device 12 of this embodiment, a template is prepared in advance, and the necessary information is newly obtained via chat, a website, etc. according to the items of the template, so that documents can be created easily and quickly while incorporating new information.
[0072] In addition, by using AI, the document creation device 12 can learn from past data while extracting elements necessary for the latest materials, thereby creating documents such as presentation materials that are more appropriate for the current situation.
[0073] Furthermore, the document creation device 12 allows the user to create more complete documents by asking additional questions in chat format or the like about necessary elements that have not been entered in the template fields (performing a feedback loop).
[0074] Furthermore, documents that can be created by the document creation device 12 can be applied to various fields, not limited to the above-mentioned marketing analysis. For example, self-analysis, which is necessary when job-hunting, can be performed. In self-analysis, it is difficult to correctly verbalize one's strengths, so the necessary items are listed while talking with a supervisor, and the document creation device 12 can perform something equivalent to this.
[0075] In this case, in step S106 of FIG. 3, the AI chatbot 106 asks the user a question by AI to input the elements required for the template. The question at this time is, for example, - What was your dream when you were in elementary school? - What do you like about yourself? - What kind of work do you want to do when you're in your 30s? - What choice would you make if you were in this situation? For example:
[0076] In step S110, the element information input unit 107 classifies the extracted information into the items of the template according to the template, and the element summarizing unit 109 organizes the necessary elements from the contents of the information extracted by the element information input unit 107 using a framework and summarizes them in a required format. The intermediate product obtained by this summarization is, for example, - What I like - What I'm good at - Values I want to cherish For example:
[0077] Furthermore, in step S115, the document creation unit 108 completes the document when all the necessary elements are reflected in each item of the template. The document output here is, for example, - Self-introduction in 200 characters - List of compatible companies (size and industry) For example:
[0078] As described above, the document creation device 12 can draw out tacit knowledge that is difficult for users to verbalize in various fields, and can create documents easily and quickly. [Explanation of symbols]
[0079] 10 Document Creation System 11 User terminal 12 Document creation device 101 Control section 102 Communications Department 103 Storage section 104 Judgment section 105 Template Creation Department 106 AI Chatbots 107 Element information input section 108 Document Creation Department 109 Element Summary 110 Artificial Intelligence Department 111 Voice Recognition Unit 112 Dialogue processing unit N Network
Claims
1. an element information input section for inputting element information relating to a required element into an item of a template used for document creation; an element summarizing unit that summarizes the necessary elements in a necessary format from the contents of the element information; a document creation unit that creates a document by inputting the summarized necessary elements into the items of the template; A document creation device comprising:
2. 2. The document creation device according to claim 1, wherein the element information input by the element information input unit is a reply from the user to a question in a chat format for the user.
3. A storage unit that stores information for determining the necessary elements; an artificial intelligence unit that determines the content of the necessary elements based on information for determining the necessary elements; The document creation device according to claim 2 , further comprising:
4. 4. The document creation device according to claim 3, wherein the artificial intelligence unit determines the content of the necessary element while the element information input unit is chatting with the user.
5. 4. The document creation device according to claim 3, wherein the artificial intelligence unit creates options for the user to answer, and allows the user to select one or more of the options to answer the question.
6. a determination unit that determines whether the required elements have been input into the items of the template, 3. The document creation device according to claim 2, wherein, when the determination unit determines that the necessary element has not been input, the element information input unit asks the user an additional question regarding the necessary element that has not been input.
7. 2. The document creation device according to claim 1, wherein the information input by said element information input unit is information on a website or information obtained by said user.
8. The template has a plurality of frameworks, 2. The document creation device according to claim 1, wherein the element summarization unit, when inputting the required element into an item in one of the plurality of frameworks, refers to and summarizes the required element input into the other frameworks.
9. A step of inputting element information regarding a required element into an item of a template used for document creation; A step of summarizing the necessary elements in a necessary format from the contents of the input element information; A step of inputting the summarized necessary elements into the items of the template to create a document; A document creation method including.
10. On the computer, A step of inputting element information regarding a required element into an item of a template used for document creation; A step of summarizing the necessary elements in a necessary format from the contents of the input element information; A step of inputting the summarized necessary elements into the items of the template to create a document; A word processing program that runs
Citation Information
Patent Citations
Partial document retrieving program, method and device
JP2007316743A