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Citations

Understand how Glossa links every requirement back to its original source with precise citations.

Written by Ali
Updated over 2 months ago

Overview

One of Glossa's most powerful features is complete traceability. Every AI-generated requirement includes citations that link directly to the specific part of the source material where that requirement was mentioned—whether it's a timestamp in a video meeting, a highlighted paragraph in a document, or a specific email.

This eliminates the common problem of wondering "where did this requirement come from?" months into a project.

What Are Citations?

Citations are references from a requirement back to the original source material that informed it. They provide:

  • Instant proof of what was discussed or documented

  • Full context for understanding why a requirement exists

  • Traceability for compliance and audit purposes

  • Conflict resolution when stakeholders have differing memories

How Citations Work

Automatic Citation Generation

Citations are automatically generated for all AI-created requirements:

  1. Upload a file or recording to your project

  2. Glossa processes the content and generates requirements

  3. Each requirement is automatically linked to the specific part(s) of the source that mentioned it

  4. Citations include precise references (timestamps for video/audio, highlighted sections for documents)

Citation Granularity

Citations are highly precise:

For text files (PDFs, Word docs, etc.):

  • Glossa highlights the relevant portions of text (usually one or more paragraphs)

  • Yellow highlighting shows exactly what content informed the requirement

For audio/video files (meeting recordings):

  • Citations include start and end timestamps

  • When you open a citation, playback begins at the relevant moment

Supported Source Types

Glossa can cite from all uploaded file types, including:

  • Meeting recordings (Google Meet, Microsoft Teams, manually uploaded audio/video)

  • Documents (PDF, Word, PowerPoint)

  • Emails (Gmail, Outlook)

  • Spreadsheets (Excel, Google Sheets)

  • Text files

  • Images (with OCR)

  • Slack messages

  • And more

Viewing Citations

Accessing Citations

To view citations for a requirement:

  1. Open the requirement by clicking on it

  2. The Reference Data tab opens by default (this is where citations live)

  3. You'll see all files/sources associated with this requirement

What You See in Reference Data

For each citation, you'll see:

  • Date uploaded - When the file was added to the project

  • Title - Name of the source file

  • Uploaded by - Team member who added the file

  • Relevant snapshot - Preview of the cited text for documents, start and end timestamps for audio/video sources

  • Open Preview button - Click to view the source at the cited location

Opening the Source

Click the title or Open Preview button to:

  • For documents: Open the file with the relevant section highlighted

  • For audio/video: Jump directly to the timestamp where the requirement was mentioned

  • For other files: View the relevant portion

Multiple Citations

A single requirement can have citations from multiple sources:

  • This happens when the same requirement was mentioned in multiple meetings, documents, or emails

  • When merging requirements using the Conflict Checker, the merged requirement retains citations from both original requirements

Managing Citations

Adding Citations Manually

While citations are automatically generated for AI-created requirements, you can manually add citations to any requirement:

  1. Open the requirement

  2. Go to the Reference Data tab

  3. Add a file reference

Important limitation: Manual citations reference the entire file, not a specific section or timestamp within the file. Only AI-generated citations include precise timestamps or highlighted sections.

Removing Citations

You cannot remove individual citations from a requirement while keeping the file in the project. Your options are:

  • Delete the entire file from the project - This removes all citations to that file across all requirements

  • Keep the citation - The citation serves as documentation of what was discussed

What Happens When Source Files Are Deleted

If you delete a file from the project, you have the option to delete the associated requirements. If you choose not to delete the associated requirements:

  • All citations to that file are removed from requirements

  • The requirement will display: "You have no referenced files for this requirement"

Use Cases for Citations

Stakeholder Alignment

When a client says "we never asked for that," you can show them the exact moment in the discovery call where they mentioned it.

Onboarding New Team Members

New developers or consultants joining mid-project can understand the "why" behind every requirement by reviewing the original discussions.

Scope Management

When scope questions arise, citations provide definitive proof of what was agreed upon versus what's being requested now.

Context Recovery

Months into a project when details are fuzzy, citations let you quickly find the original context for any requirement.

Best Practices

During Discovery

  • Record all discovery meetings to create citation-rich requirements

  • Upload all relevant documents including RFPs, design docs, and stakeholder emails

  • Tag important Slack messages with @GlossaBot to capture informal decisions

Managing Requirements

  • Use multiple citations as validation when a requirement appears in multiple sources

  • Review citation sources when resolving contradictions to understand different stakeholder perspectives

Team Collaboration

  • Share citation links with team members when discussing specific requirements

  • Reference timestamps in meetings: "Per the client call at 14:32..."

  • Use citations in status updates to remind clients what was previously agreed

Troubleshooting

"No referenced files for this requirement"

This means:

  • The requirement was created manually without source material, OR

  • The original source file has been deleted from the project

Solution: If the requirement should have a source, check if the file was accidentally deleted from the Files tab.

Citation doesn't match the requirement

This may happen when:

  • The AI misinterpreted complex or ambiguous language

  • Multiple topics were discussed in quick succession

Solution: Edit the requirement to clarify it, or manually adjust the description to better match the citation. You may want to re-generate the requirement by re-processing the file.

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