The agent generated an invoice_summary.md file, shown in the task feed as a downloadable result.
Common file types
Agents can create:- PDF reports
- Excel spreadsheets
- Word documents
- CSV files
- HTML pages
- Markdown documents
When to generate a file
Use file generation when you want the agent to create a finished output. Examples:- A PDF summary of an invoice review.
- An Excel file with extracted line items.
- A Word draft for a customer response.
- A CSV file for upload into another system.
- A Markdown report for internal notes.
How it works
1
Tell the agent what to create
Example: “Create an Excel file with one row per invoice line item.”
2
Choose the format
Pick the file type your team needs, such as PDF, Excel, Word, or CSV.
3
Use data from the task
The agent can use extracted data, lookup results, user answers, or summaries from earlier steps.
4
Download or send the file
The finished file appears in the task. The agent can also upload it to Google Drive or send it by email.
Use the right format
Create spreadsheets from documents
If your goal is to turn tables from a PDF into a spreadsheet, use the PDF to Excel capability. This is helpful for invoices, purchase orders, statements, and reports with many rows.Share generated files
After creating a file, the agent can:- Leave it in the task for download.
- Upload it to Google Drive.
- Attach it to an email.
- Send a link in Slack or Teams.
Keep file instructions simple. Tell the agent the format, the audience, and the exact sections or columns you want.