Skip to main content

Files, not just replies

The Core Agent can produce real files you open, download, and share — documents, spreadsheet-style tables, and PDFs. You ask in plain English; the file shows up in the preview panel.
Say what you want and the format. “…as a document I can download” or “…as a spreadsheet” or “…as a PDF” steers the Agent clearly.

Documents

Use documents for briefs, summaries, proposals, emails drafts, meeting notes, and write-ups.
1

Open Agents and start a session

Click Agents, then + for a new chat.
2

Describe the document

Include the purpose, length, and sections. Example:
Write a one-page campaign brief with Goal, Audience, Key Message, and 3 Content Ideas. Make it a document I can download.
3

Preview and download

Open the file on the right. Copy or download when you’re happy.
4

Refine in the same chat

Add a Risks section and shorten the Key Message to one sentence.
Good document asks
  • “Turn these notes into a status update document for leadership.”
  • “Draft a simple SOW for a website redesign, as a downloadable doc.”
  • “Rewrite this email as a short internal announcement document.”

Spreadsheets

Use spreadsheets for lists, trackers, comparisons, and anything with rows and columns.
1

Give the Agent structured material

Paste a list, CSV-ish text, or describe the columns you need.
2

Ask for a sheet

Turn this into a spreadsheet with columns: Task, Owner, Priority, Due date. [paste list]
3

Check the columns

Preview the sheet. Ask for fixes: “Sort by Due date” or “Add a Status column with Not started / In progress / Done.”
Good spreadsheet asks
  • “Build a content calendar sheet for April with Date, Channel, Topic, Owner.”
  • “Make a budget tracker with Category, Planned, Actual, and Variance.”
  • “Convert this messy list of leads into a clean sheet.”

PDFs

Use PDFs when you need something polished to send, print, or attach.
1

Say you want a PDF

Create a one-page PDF handout of our office welcome guide, clear and friendly.
2

Add source material if you have it

Paste text, or point the Agent at knowledge you’ve uploaded.
3

Download and share

Preview the PDF, download it, then send it or store it in Storage if you use files there.
Good PDF asks
  • “Make a PDF one-pager for our workshop agenda.”
  • “Turn this policy into a short PDF customers can read.”
  • “Create a PDF checklist for event day setup.”

Tips that always help

  • Reports — another path to polished written summaries if you prefer that flow.
  • Images — generate pictures to pair with a doc or PDF.
  • Run & share — share the whole Agent session with a link.

Next step

Configure the Core Agent

Adjust how the Agent behaves so file work matches your style.