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Release Notes

Create and Edit PowerPoint and Excel Files in Custom Workflow Agents

Create and edit PowerPoint and Excel files within custom Workflow agents to standardize routine file creation for common legal tasks

Release Date
Jun 17, 2026
Categories
Workflows
Release Type
Regional Availability
US, EU, AU

What’s New

You can now create and edit PowerPoint presentations and Excel spreadsheets directly within Custom Workflow agents, using new PowerPoint drafting and Excel drafting blocks in Workflow Builder. These features enable you to:

  • Generate new presentations or spreadsheets, or edit existing ones, as part of a workflow
  • Upload files to edit from your computer or vault, or reference a prior workflow block's output
  • Embed your own templates as examples to keep recurring deliverables in a consistent format
  • Share the resulting agents across teams to scale repeatable file creation
A screenshot of a workflow builder interface showing a three-step Excel drafting agent—"File upload" input, "Excel drafting" AI action, and "Response" output—with a configuration panel on the right displaying instructions to generate a spreadsheet from the uploaded file, spreadsheet editing options, and output settings.
Image of the workflow builder interface showing a three-step PowerPoint drafting agent—"Freeform text" input, "PowerPoint drafting" AI action, and "Response" output—with a configuration panel on the right displaying instructions to generate a PPTX, presentation editing options, and output settings.

Why It Matters

Previously, recurring deliverables like client pitch deck presentations or diligence tracker spreadsheets had to be created or edited in Assistant or by hand.

Now, you can build a Workflow agent with PowerPoint or Excel instructions embedded. Whenever a new deliverable is requested, you can run the agent with the new matter's details and get a consistent, correctly formatted PowerPoint or Excel file in return.

How to Use

Refer to Getting Started with Agent Builder for steps and tips on creating and editing PowerPoint and Excel files within Workflow agents.

Notes and Limitations

The following abilities are not supported yet, but are coming soon:

  • Attaching a prior Document drafting block as workflow agent context inside a PowerPoint or Excel drafting block
  • Asking follow-up questions about a generated PowerPoint or Excel file