Document Generation

Agents can create documents during conversations using the generate_document MCP tool. This enables agents to produce reports, presentations, spreadsheets, meeting notes, and more -- all formatted as downloadable files.

Supported Formats

Format	Extension	Library	Best For
PowerPoint	.pptx	PptxGenJS	Presentations, pitch decks, status updates
Word	.docx	docx.js	Reports, proposals, meeting notes
Excel	.xlsx	ExcelJS	Data exports, financial reports, dashboards
PDF	.pdf	--	Formal documents (generated from text)
Markdown	.md	--	Technical docs, READMEs, specs
Plain Text	.txt	--	Logs, raw exports, simple notes

How It Works

1. A user asks an agent to create a document (e.g., "Create a Q4 sales report")
2. The agent uses the generate_document tool with structured content
3. MeetLoyd generates the file and stores it as a persistent attachment
4. The agent replies with a download link, rendered as an artifact card in chat

User: "Create a presentation about our Q4 results"

Agent thinks: "I should generate a PPTX with the Q4 data"
[Tool Call: generate_document]
  format: "pptx"
  filename: "Q4-2025-Results.pptx"
  content:
    title: "Q4 2025 Results"
    slides:
      - title: "Revenue Overview"
        bullets: ["ARR grew 45% YoY", "NRR at 125%", ...]
      - title: "Key Wins"
        bullets: [...]

Agent: "Here's your Q4 results presentation:"
[Artifact Card: Q4-2025-Results.pptx | PPTX | Download]

Content Structure

PowerPoint (PPTX)

Slides support multiple layouts:

{
  format: 'pptx',
  filename: 'quarterly-review.pptx',
  content: {
    title: 'Q4 Quarterly Review',
    author: 'Sales Team',
    slides: [
      {
        layout: 'title',
        title: 'Q4 2025 Review',
        subtitle: 'Sales Department'
      },
      {
        layout: 'content',
        title: 'Revenue Highlights',
        bullets: [
          'ARR grew 45% year-over-year',
          'Net Revenue Retention at 125%',
          'Average deal size increased 30%'
        ],
        notes: 'Speaker notes for this slide'
      },
      {
        layout: 'two-column',
        title: 'Wins & Challenges',
        body: 'Left column content | Right column content'
      }
    ]
  }
}

Slide layouts: title, content, section, two-column, blank

Word (DOCX)

Documents use a section-based structure:

{
  format: 'docx',
  filename: 'meeting-notes.docx',
  content: {
    title: 'Weekly Standup Notes',
    author: 'Project Manager Agent',
    sections: [
      {
        heading: 'Attendees',
        headingLevel: 2,
        bullets: ['Sarah (Engineering)', 'Mike (Product)', 'Lisa (Design)']
      },
      {
        heading: 'Action Items',
        headingLevel: 2,
        paragraphs: ['The following action items were identified:'],
        table: {
          headers: ['Owner', 'Task', 'Due Date'],
          rows: [
            ['Sarah', 'Fix auth bug', '2026-02-15'],
            ['Mike', 'Update roadmap', '2026-02-12']
          ]
        }
      }
    ]
  }
}

Section features: Headings (levels 1-4), paragraphs, bullet lists, tables.

Excel (XLSX)

Workbooks contain one or more sheets:

{
  format: 'xlsx',
  filename: 'sales-report.xlsx',
  content: {
    title: 'Monthly Sales Report',
    sheets: [
      {
        name: 'Summary',
        headers: ['Month', 'Revenue', 'Deals', 'Win Rate'],
        rows: [
          ['January', 125000, 15, '68%'],
          ['February', 142000, 18, '72%'],
          ['March', 168000, 22, '75%']
        ],
        columnWidths: [15, 12, 10, 10]
      },
      {
        name: 'Details',
        headers: ['Deal', 'Customer', 'Amount', 'Status'],
        rows: [
          ['D-001', 'Acme Corp', 45000, 'Won'],
          ['D-002', 'Globex', 32000, 'Won']
        ]
      }
    ]
  }
}

Markdown and Plain Text

For simpler formats, use the text field:

{
  format: 'md',
  filename: 'sprint-retrospective.md',
  content: {
    title: 'Sprint 42 Retrospective',
    text: '# Sprint 42 Retrospective\n\n## What Went Well\n\n- Shipped auth feature on time\n- Zero P1 bugs\n\n## What to Improve\n\n- Code review turnaround time\n- Test coverage for edge cases'
  }
}

Artifact Cards

When an agent sends a message containing a file download URL, the chat renders it as a styled artifact card:

• Format-specific icon and color (red for PDF, blue for DOCX, green for XLSX, orange for PPTX)
• File name displayed prominently
• File format label and size
• One-click download

This works for both agent-generated documents and user-uploaded files.

Persistence

Generated documents are stored in the file_attachments database table, tied to the tenant and agent that created them. Files survive server restarts and deployments -- download links remain valid.

Use Cases

Use Case	Format	Example
Meeting notes	DOCX	Agent summarizes a team conversation into structured notes
Status presentations	PPTX	Weekly status deck auto-generated from project data
Data exports	XLSX	Agent pulls CRM data and creates a filtered spreadsheet
Compliance reports	PDF	Audit report generated from governance pack data
Technical specs	MD	Agent drafts a spec based on conversation requirements
Executive summaries	DOCX	Agent distills long thread into one-page brief

Best Practices

1. Be Specific in Prompts

The more detail you give, the better the document:

✅ "Create a PPTX with 5 slides covering Q4 revenue, key wins,
    top customers, challenges, and 2026 outlook"

❌ "Make a presentation about Q4"

2. Let Agents Choose the Format

Include format guidance in agent system prompts:

## Document Generation

When asked to create documents:
- Use PPTX for presentations and visual summaries
- Use DOCX for reports, proposals, and meeting notes
- Use XLSX for data tables and financial reports
- Use MD for technical documentation
- Always include a descriptive filename

3. Combine with File Uploads

Agents can read uploaded files and use them as input for document generation:

User: [Attaches raw-data.csv]
User: "Turn this CSV into a formatted Excel report with charts"

Agent: [Reads CSV] → [Generates formatted XLSX] → [Returns artifact card]

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Related: Files & Attachments for upload and file management details.