Create and Edit PowerPoint, Excel, and PDF Files in Assistant

Overview

Now you can create and edit PowerPoint presentations, Excel spreadsheets, and PDF files directly within Assistant and Harvey for Word. You’ll be able to transform research, analysis, and thread context into polished, downloadable files—without switching tools or starting from scratch elsewhere.

Before You Start

This feature requires the following features to also be enabled in your workspace:

• Unified Assistant
• A reasoning-capable model (GPT-5 or newer)
• Claude-enabled features in your workspace

Supported File Types

• .pptx
• .xlsx
• .pdf

Ways to Use

• Create new PowerPoint, Excel, or PDF files: Generate deal summaries, due diligence trackers, compliance presentations, closing checklists, and more using documents and analysis already in Harvey.
• Refine before download: Iterate on slides or spreadsheet structure directly in the thread before exporting the final file.
• Edit existing files: Upload PowerPoint, Excel, or PDF files or templates and request updates such as adding slides, reformatting content, or modifying data.
• Leverage full context: Harvey will incorporate relevant thread history, vault documents, knowledge sources, and web research when generating or revising files.
• Split or Merge PDF Files: Upload a large PDF and split it into smaller files, or upload many PDF files to merge them into a single file and specify the order.
• Redact PDF Files: Ask Harvey to redact information from a PDF, receive proposed redactions, then apply suggestions in your PDF editing software.

Create a Spreadsheet, Presentation, or PDF in Assistant

You can review the generated file directly in Harvey using a side-by-side document viewer.

1. [Optional] Upload reference documents or select knowledge sources you want Assistant to use.
2. Prompt Assistant with clear instructions that specify:

   1. What type of spreadsheet, powerpoint presentation, or PDF you want to create
   2. What content the file should have, and any other useful information about format and structure.
   3. How to use any additional sources or context
3. Review the document from Assistant’s response
4. Export the updated file

Edit a Spreadsheet, Presentation, or PDF in Assistant

You can review edits directly in Harvey using a side-by-side document viewer.

1. From Assistant, select Files to upload the .pptx, .xlsx, or .pdf file that you want to edit
2. [Optional] Upload reference documents or select knowledge sources you want Assistant to use.
3. Prompt Assistant with clear instructions that specify:

   1. Which document to edit (if multiple files are uploaded)
   2. What edits to make to the document
   3. How to use any additional sources or context
4. Review the document from Assistant’s response
5. Export the updated file

Notes and Limitations

• Web only: This functionality is only available through the Web Assistant, not Mobile.
• Harvey for Word add-in: you can prompt Harvey, as you would in Assistant, to create Powerpoint, Excel, or PDF files.
• No direct edits: We do not support an editor for PowerPoint, Excel, or PDF files at this time.

Tips for Success

• Be explicit in your prompt. Tell Harvey what type of file you want to generate or which file you wish to edit.
• Use the “@ mention” feature to tag files and sources while specifying how Harvey should use them
• For PDF splitting and merges, specify in your prompt the page or document context where splits or merging should occur

FAQs