MorningAI agents create complete, downloadable files as part of their work. Ask for a deck, a proposal, a report, or a spreadsheet, and a live file card appears in the conversation while the agent builds it — then the finished file previews in-thread, downloads from the card, and lands in your file library.
Nine Formats
| Format | Best for |
|---|---|
| Proposals, reports, one-pagers — rendered in your brand's visual style | |
| PowerPoint (.pptx) | Decks built slide-by-slide with real layouts and speaker notes |
| Word (.docx) | Briefs, plans, and long-form documents |
| Excel (.xlsx) and CSV | Data exports with multiple sheets and summaries |
| HTML, Markdown, TXT, SVG | Web-ready content, notes, and graphics |
Live Data In, Brand Style Out
Two things separate these files from generic AI output. First, live data flows in: a file built in the same conversation can embed the store and analytics data and images the agent just produced — "make a deck from those numbers" works. Second, your brand style is applied automatically: PDFs render with your brand's visual tokens, and decks use structured slide layouts (title, title and body, image-right, bullets) with speaker notes.
Step-by-Step Walkthrough
- Ask for the document you need. Be specific about the output, audience, format, and source material — "a 6-slide launch recap deck for the exec team, from this quarter's store data."
- Watch the live file card. It appears in the conversation as the agent works — "Creating your deck…" — with a live stream of the writing and, for office documents, the steps in progress.
- Click the finished card to preview. PDFs, Word documents, presentations (slides and tables render), and spreadsheets all display in a panel beside the thread — no download needed. HTML, Markdown, and SVG preview in-app too.
- Iterate in the same thread. "Make the summary shorter and add a slide on Q3" revises the file as a new version rather than starting over.
- Download from the card, or find the file later — generated files land in your file library like any other asset.
Polish It in the File Editor
Generated PDFs and decks open in the in-product File Editor — fix a number, tighten a headline, present fullscreen — without leaving MorningAI. Your edits autosave to a draft; the generated original stays untouched.
Real-World Use Cases
Sales proposals. Turn account context, product details, and campaign ideas into a polished, brand-styled proposal.
Executive presentations. A structured deck for a launch, board update, quarterly recap, or retail meeting — with your live numbers already in the slides.
Data deliverables. Spreadsheets with a sheet per period and a summary tab, built from your connected store or analytics.
Marketing briefs and reports. Document versions of campaign plans, performance recaps, research summaries, or customer insights.
Pro Tips
- Describe the final reader. A proposal for a retailer should not read like an internal planning memo.
- Ask for an outline first when the document is high stakes. Approve the structure, then have the agent generate the full file.
- Use revision prompts instead of regenerating. The agent revises the existing file as a new version, so you keep what already works.
- Run a playbook with your request — its instructions shape the file's voice and structure, same as chat replies.
Frequently Asked Questions
Where does the file appear? As a card in the conversation, and in your file library. With Google Drive connected, the agent can also save text directly into your Drive as a new file — with your approval.
Can the agent use data from a file I upload? Yes — attach spreadsheets, briefs, or reference decks and the agent reads them as source material for the document it builds.
Can I edit the generated file? Yes — ask the agent for revisions in the thread, or open PDFs and decks in the File Editor for hands-on changes.
Next Steps
Ask an agent for a concrete deliverable your team needs this week — a proposal, deck, or recap report. For worked examples with prompts, see the use-case gallery.
