File Creation and Editing in Assistant

What’s Coming

Harvey will enable you to 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.

Today, many teams use Harvey to generate insights, synthesize documents, and analyze complex matters, but must leave the platform to build client-ready decks or trackers. This update will extend Assistant’s document editing capabilities—building on Word file support—to PowerPoint and Excel. You’ll be able to generate new files from existing context or upload and revise existing ones, all within the same thread.

By keeping research, drafting, and file creation in one place, this feature will reduce context-switching and accelerate the path from analysis to deliverable.

Feature Highlights

• 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 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.

FAQ

Q: What types of files will I be able to create?

You will be able to generate new PowerPoint presentations and Excel spreadsheets tailored to your matter or workflow, such as board decks, regulatory presentations, due diligence trackers, and transaction checklists.

Q: Can I edit an existing PowerPoint or Excel file?

Yes. You will be able to upload an existing file and ask Harvey to make targeted updates—such as adding new slides, updating figures, restructuring a spreadsheet, or reformatting content—while incorporating relevant context from your thread and vault.

Q: How is this different from generating content in chat?

Instead of copying content from a thread into another tool, you will be able to generate structured, formatted PowerPoint and Excel files directly from the research and analysis already completed in Assistant. This will streamline the workflow from insight to client-ready deliverable.