Documents and Data
Generate documents from templates and query data with natural language. Use Document Templates for AI-powered document generation in automations, and Data Explorer for ad-hoc queries and dashboards.
Document Templates
Create reusable document templates (Google Docs, Word, PowerPoint) with variable placeholders. When run in an automation, an Assistant fills variables with AI-generated or provided content. Use for meeting summaries, proposals, reports, and more.
Key features:
- Variables in square brackets:
[Company Name],[Executive Summary] - AI generation via assigned Assistant
- Support for Google Docs/Slides and Microsoft Word/PowerPoint
- Used via Process Document Template action in automations
Excel templates – Create Excel (.xlsx) files from uploaded templates using placeholders, conditionals, and loops. Used via the Create Excel Document from Template action. See Excel Templates for syntax and variables.
Data Explorer
Query your data with natural language. Type a question in plain English; Data Explorer runs the query and shows results. Add results to dashboards, create charts, and use AI summaries to understand the data.
Key features:
- Natural language queries
- Results in tables
- Dashboards with grids and charts
- Chart editing with AI