Choose your approach
Chat + Agent
Best for: One-off files you want to iterate on in conversation — sales follow-ups, competitor one-pagers, summaries, draft decks.
Workflow (template)
Best for: Consistent formatting every time — brand-safe decks, proposals, client reports, onboarding packets. You design the template once, and the Workflow fills it with live data on every run.
Workflow (Data Analysis)
Best for: Output that varies too much for a strict template — charts, dynamic reports, and files that need AI-generated formatting. Also the approach to use when building reusable file-generation Workflows for Call Workflow.
Create files in Chat
The Chat interface lets you generate downloadable files — PDFs, Word documents, spreadsheets, presentations — directly in a conversation with an Agent. Describe what you need, and the Agent automatically uses Data Analysis to build and return a polished file.The walkthrough below uses a competitor one-pager as an example, but the same flow works for any file type — reports, proposals, decks, spreadsheets, and more.
Start a new chat and select an Agent
Click + New Chat and choose your Agent from the dropdown:
- Default Agents (like Data Analyst) handle general file and data tasks but lack your business context
- Custom Agents configured with your Knowledge Base, Data Analysis capability, and domain-specific instructions produce outputs tailored to your organization
Attach supporting files (optional)
Click the + button and select Attach a File or Attach an Image to upload supporting materials — call notes, spreadsheets, competitor docs, etc. This is helpful when using a default Agent that does not have reference files in its instructions.
Confirm Data Analysis is enabled
Click the Tools button at the bottom of the text box and verify Data Analysis is toggled on. This is the capability that allows the Agent to generate downloadable files.
Describe what you need
Type your request with as much detail as possible — format, audience, length, sections, and tone. For example:“I just wrapped up a prospect call and they mentioned MyCase as a competitor. Create a one-pager PDF I can send them about why we are better. Use our competitor battlecard template.”
Wait for the file to generate
The Agent gathers relevant context, then builds the file. Progress indicators appear as it works.
Download and iterate
The finished file appears as a downloadable card at the bottom of the Agent’s response. Click the download icon to save it.
- “Keep it to 1 page, skimmable, and non-combative”
- “Add a 3-row comparison table: Feature / Competitor / Us”
- “Write a short email to attach this one-pager to”
Create files in Workflows (template approach)
For deliverables that need consistent formatting every time, use a Workflow with a template-based file creation action. Design the template once with placeholders, and the Workflow fills it with live data on every run.File creation actions
Cassidy offers several template-based actions you can add as Workflow steps:| Action | Description |
|---|---|
| Create Microsoft PowerPoint Presentation from Template | Fill a branded PPTX template with dynamic content, loops, and conditionals |
| Create Microsoft Word Document from Template | Populate a DOCX template with variables from previous Workflow steps |
| Create Microsoft Excel Spreadsheet | Generate formatted XLSX files with structured data |
Build a template-based file Workflow
This walkthrough uses a Quarterly Business Review (QBR) deck as an example, but the same pattern applies to proposals, onboarding packets, client reports, and more.
Set up the trigger and inputs
Create a Workflow with a Manual Trigger (or a scheduled/webhook trigger). Add input fields for the information your template needs — client name, date range, file uploads, etc.
Gather and shape the content
Add Generate Text or integration actions to look up account information, summarize objectives, analyze product usage, or pull relevant data. Each step returns structured data that subsequent steps can reference.
Generate structured outputs for the template
Use Generate Text actions with structured output fields to produce clean variables that map directly to your template placeholders — including arrays for loops and booleans for conditionals.
Add a template action
Add the appropriate file creation action (e.g., Create Microsoft PowerPoint Presentation from Template). Upload your branded template, set an output name, and map your variables into the template fields.PowerPoint and Word templates support:
- Text placeholders:
{variableName}for dynamic content - Conditionals:
{#if:condition}…{/if:condition}to show or hide sections - Loops:
{#loop:arrayName}…{/loop:arrayName}to repeat content for lists - Slide loops / slide conditionals:
{%loop:arrayName}and{%if:conditionName}to repeat or conditionally show entire slides
Create files in Workflows (Data Analysis mode)
When the output varies too much for a fixed template — or you need the AI to generate charts, format documents, or manipulate files programmatically — use Data Analysis mode in a Workflow step. For a detailed end-to-end walkthrough, see Analyze data in Workflows.Add a Generate Text action
Write a prompt describing the file you need. For example: “Using the analysis results and chart from the previous step, create a professional PowerPoint presentation with key findings and an executive summary.”
Enable Data Analysis mode
In the Advanced Model Settings tab of the action, toggle on Data Analysis Mode. This allows the AI to write and execute code to create, edit, or manipulate files.
Reference inputs or previous outputs
Pass in files from the trigger (like an uploaded spreadsheet) or reference outputs from earlier steps so the AI has the data it needs.
Use the Generated Files output
When Data Analysis mode is enabled, the action produces a Generated Files variable containing any files created during processing. Reference this variable in subsequent steps or download the files from the results panel.
Advanced: attach a file-creation Workflow to Agents
You can build a Workflow whose job is to generate a specific type of file, then attach it to one or more Agents using Call Workflow. When a user asks the Agent for that deliverable, the Agent automatically runs the Workflow, collects required inputs through conversation, and returns the finished file. This combines the convenience of Chat with the power of Workflows.
Next steps
Analyze data in Workflows
Full walkthrough of Data Analysis Mode in Workflows.
Data Analysis capability
Enable and configure Data Analysis for Agents.
Building a Workflow
Create Workflows with template actions and structured outputs.
Call Workflow
Attach Workflows to Agents so users can generate files through chat.
Chatting with an Agent
Master the Chat interface for quick file generation and more.