How It Works
Upload Source Material
Attach files, paste text, drop screenshots, or connect data sources. The agent works with whatever format you have.
Select Document Type
Choose from reports, proposals, specs, plans, summaries, or meeting notes. Each type has a purpose-built generation pipeline.
Generate and Download
Get your document in PDF, DOCX, XLSX, or PPTX. Review, edit inline, or export directly to your connected tools.
What You Can Do
The Document Agent handles the full range of professional document creation, from one-page summaries to multi-section reports.
Reports and Proposals
Generate executive reports, project proposals, and board presentations from your data sources. Formatted, structured, and ready to share.
Technical Specifications
Create detailed technical specs, architecture documents, and API documentation from code repositories or requirements.
Business Plans
Build comprehensive business plans with financial projections, market analysis, and competitive landscapes from your research data.
Marketing Plans
Produce marketing strategies, campaign briefs, and content calendars pulled from your CRM and analytics tools.
Executive Summaries
Condense lengthy documents, meeting transcripts, or multi-source data into concise executive summaries with key takeaways.
Meeting Notes
Transform meeting recordings, transcripts, or rough notes into structured minutes with action items, decisions, and owners.
Sections
- 1. Executive Summary
- 2. Revenue ($9.6M, +14% QoQ)
- 3. Pipeline (142 deals, $18M)
- 4. Retention (96.2%)
- 5. Recommendations