Create and Edit PowerPoint and Excel Files in Assistant

What’s New

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

Why It Matters

Staying within Harvey from research and analysis all the way through to a polished, exportable deliverable helps reduce context-switching and manual formatting work. Here are some of the ways Harvey can help:

• Create new PowerPoint and Excel 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 or Excel 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.

How to Use

Refer to Create and Edit PowerPoint and Excel Files in Assistant for steps, tips, and FAQs.