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Citations & sources

Point Waxe at the brief, email or notes behind a job and it drafts from your real facts — keeping the details in the document tied back to where they came from, so you can verify before you send.

5 min readUpdated 18 Jun 2026

Why sources matter

A document is only as trustworthy as the facts inside it. When Waxe works from the actual brief, email thread or notes for a job, the draft reflects what was really agreed — not a plausible guess — and you can check each detail against its origin.

This is what separates a document that wins or runs work from generic text: the names, scope, dates and prices are yours, traced to the material you provided.

What to give Waxe as a source

You can hand Waxe the same material you would read yourself before drafting. The more relevant the source, the fewer gaps Waxe has to fill.

  • The client's brief or RFP.
  • The email thread where scope and price were discussed.
  • Your meeting notes or a rough scope.
  • An earlier document for the same client or a similar job.

How Waxe uses your sources

  1. You provide the source

    Give Waxe the brief, email or notes alongside your request.

  2. Waxe extracts the facts

    It pulls out the scope, parties, dates and pricing inputs that belong in the document.

  3. Waxe drafts with them

    Those facts flow into the right places for the document type.

  4. You verify

    Check the details against the source before you approve and send.

Keep facts traceable

Tying a figure back to where it came from is the fastest way to review a draft. When a number traces to your source, a quick glance confirms it; when it does not, you know to question it.

  • Confirm names, scope and dates match the source material.
  • Re-check any price Waxe calculated against the inputs you gave.
  • Fix a wrong fact with a single instruction rather than a full redraft.

If a fact is wrong, correct just that one thing — see Make surgical edits.

Reuse facts across a deal

Sources are not a one-off. Once Waxe knows a deal, the same context carries forward — a won proposal becomes the basis for the scope, contract and invoices, reusing what Waxe already learned rather than starting from scratch.

To see how that context follows a project, see Reuse client and deal context.

Frequently asked questions

What kinds of source can I give Waxe?

Briefs, RFPs, email threads, meeting notes and earlier documents for the same client all work. Give Waxe the material you would read yourself before drafting.

Does Waxe ever make facts up?

Waxe fills sensible gaps where a source is silent so you have something concrete to react to. Always verify inferred details — particularly prices and dates — before sending.

How do I correct a fact that's wrong?

Ask Waxe to change just that detail, or edit it by hand in the editor. There is no need to redraft the whole document. See Make surgical edits.

Do my sources carry over to the next document?

Yes. The context Waxe learns about a deal can be reused across the proposal, scope, contract and invoices for that engagement. See Reuse client and deal context.

How private is the material I paste in?

Your content is handled with care as part of your workspace. For specifics on how data is stored and protected, see Data security at waxTable.

Still need a hand?

Waxe answers most questions right inside the app. For everything else, our team replies within one business day.

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