Generating Office files with Tasks
Use Tasks to generate Word, Excel, PowerPoint and PDF files, or an interactive report, in the background while you keep working in your case.
What you'll need: a case with the relevant documents already added to its knowledge base.
Request a file
In case chat, describe what you need and name the file type, so Andri produces the format you want.
Create an Excel file with precise amounts per creditor. Also provide a general financial overview.Andri starts the task in the background and notifies you when the file is ready.
Check progress
Jobs collects every file Andri is generating for the case.
Open your case.
Click Jobs in the left sidebar.
The Jobs page shows the status of each task, and you download a finished file straight from this view.
Refine the result
Use a follow-up prompt to change structure, formatting, branding, or content. You can also reference an earlier file with an @ mention and ask Andri to reuse that format.
House style is never applied on its own. Upload your firm template to the company knowledge base and reference it with an @ mention in your prompt. Andri then builds the file on that template and tells you which one it used.
To edit a Word document in Andri after generation, see Working with Drafts in a case. To set up document branding, see Adding your firm letterhead.
Watch a walkthrough
This video is available in Dutch only.