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  4. Creating business files

Creating business files

Proto creates real, editable Word documents, PDFs, PowerPoint decks and Excel workbooks.

Proto guide 1 min read Article 1 of 4 in Files & data

Files & data

  1. Creating business files
  2. Generating images
  3. Reading and summarizing files
  4. Data cleanup and reconciliation
File typeExample requests
Word (.docx)“Write a supplier quality agreement as a Word document.” · “Turn these meeting notes into a formatted SOP in Word.” · “Produce a project status report in Word with a summary table.”
PDF“Make a one-page PDF brief of this quarter’s results.” · “Create a printable PDF checklist for the shop floor.” · “Export the proposal as a polished PDF.”
PowerPoint (.pptx)“Build a 10-slide board deck on production performance.” · “Make a pitch deck for the new module.” · “Turn this report into slides with one chart per section.”
Excel (.xlsx)“Build a cash-flow forecast workbook with formulas.” · “Make a reconciliation workbook that matches payments to invoices.” · “Create a capacity-planning spreadsheet by work center.”

Proto can also create Markdown, text, CSV and JSON files.

Where your files go

Files are saved to your workspace folder. Proto shares a named path or a link you can open from the chat. Type /files to open your workspace files.

Note: ERP•AI custom pages and dashboards are delivered as live links inside the app, not as files. Documents made in the ERP•AI document designer stay in the app and can be saved as PDF.

PreviousHow Proto verifies its work Next Generating images

Related articles

Generating images Proto generates and edits images such as hero visuals, illustrations, icons and diagrams.Documents and templates Proto builds document templates such as invoices, quotes and purchase orders, with merge fields, line items and letterheads.Reading and summarizing files Attach almost any business file and Proto can read, convert, summarize or compare it.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

Contact the team Open ERP•AI
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Meet Proto.Free to use.

A personal agent for your business.

Brief Proto. It works across your files and tools, then brings the results back.

89.5% of attempts accepted on BusinessBench.

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