Agent UI - Knowledge Base

Agent UI - Knowledge Base

Using Skills in Agent UI

Skill: Generating Excel, PDF, Word

Turn your data into ready-to-download documents — spreadsheets, reports, contracts, and more — all from a simple chat instruction.

Last updated on 04 Feb, 2026

What You Can Generate

Excel Files — Create formatted spreadsheets with multiple sheets, formulas, and charts. You can also use an existing Excel template and have the AI insert your data at specific rows while preserving the template's formatting.

Word Documents — Generate Word files with formatted text, images, and tables. For repeatable documents like contracts or letters, create a template with variables like {clientName} or {date}, and the AI will fill them in automatically.

PDF Conversion — Convert any generated Word, Excel, or PowerPoint document into a PDF with a single step, preserving layout and formatting.

How It Works

  1. Add the relevant skill (e.g., Excel Generator, Generate Word Document)

  2. In chat, type @[Skill Name] and describe what you need

  3. The AI generates the file and provides a download link

Example Use Cases

  • Invoices — Generate a Word invoice from a template, replacing {customer}, {amount}, and {date}, then convert it to PDF

  • Reports — Pull data from a database skill, format it into an Excel spreadsheet with summary formulas

  • Contracts — Fill a Word template with client details and export as PDF for signing

  • Data Exports — Take extracted PDF or email data and output it as a clean Excel file

Skill

What It Does

Excel Generator

Create Excel files from scratch

Excel Template Generato

Insert data into existing Excel templates

Generate Word Document

Create Word files with formatted content

Word Document Variables

Fill {variables} in Word templates

PowerPoint/Excel Template Variables

Fill variables in PowerPoint or Excel templates

Convert Documents to PDF

Convert Word, Excel, or PowerPoint to PDF

No external service is required for any of these skills — they all work out of the box.

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