Generating Documents and Spreadsheets

When the assistant generates something long — a multi-page document or a structured table — it doesn't dump it inline. Instead it opens a canvas on the side of the conversation. The canvas is where you'll do most of your editing.

Asking for a document

Anything that reads like long-form writing opens the document canvas:

"Write a 2-page brief on…"
"Draft a contract amendment that says…"
"Turn this meeting summary into a blog post."

You'll see the document stream in on the right while the conversation stays on the left.

Asking for a spreadsheet

Anything structured opens the spreadsheet canvas:

"Make a tracker with columns Name, Owner, Status, Due Date."
"Extract every action item from this meeting into a table."
"Build a comparison table of these three vendors."

You can sort, scroll, and edit cells directly.

Editing in place

The canvas is fully editable. You can:

Type directly into a document.
Edit cells in a spreadsheet.
Use the toolbar for headings, lists, links, bold/italic, and other basic formatting.

Iterating with the assistant

Stay in the chat to give iterative instructions:

"Make section 3 shorter."
"Add a column for owner."
"Remove duplicate rows."
"Sort by date, descending."
"Rewrite the introduction in a more casual tone."

The assistant modifies the document or spreadsheet in place and the canvas reflects the change.

From the canvas toolbar you can:

Download as Word, PDF, Excel, or CSV depending on the document type.
Copy the contents to your clipboard.
Save to Vault if you want the file to be available for search and reuse.

Editing existing files

You can ask the assistant to edit a file you've attached to the chat. "Open the spreadsheet I uploaded and add a totals row at the bottom." It will open it in the canvas and apply your changes.

Limits to keep in mind

Documents can be very long, but extremely large generations can slow down editing.
Spreadsheets in the canvas are best for working tables, not full-blown analytics — for analyzing very large CSVs, ask the assistant to run a spreadsheet query against a Vault file.