Just ask an agent in plain English. Examples:

  • "Make an Excel of my top 20 clients with their plan and premium." → an .xlsx saved to your Vault with a download link.
  • "Write a one-page PDF summary of this month's ACA opportunities." → a .pdf in your Vault.
  • "Draft a Word doc welcome letter for new Medicare clients." → a .docx in your Vault.
  • "Build a simple landing page for my agency." → an HTML/code project in your Files, Generated section.

Supported document formats: CSV, Excel (.xlsx), Word (.docx), PDF. Plus HTML, JavaScript/TypeScript, and full project trees for code.

To publish a code project to GitHub, first connect a GitHub token, then ask the agent to push it.

Skills

Agents come with a library of built-in skills (document creation, slide decks, brand guidelines, web artifacts, and more) that they draw on automatically. You can restrict which skills a specific agent uses on the agent's MCP and Skills tab; the core document skills stay available to every agent.