Office Documents Tool - PLai Framework Documentation

Under the hood, the agent sends the document type, an optional template, and the content to an AI-powered document processor, which assembles the file and returns it to the agent. This means documents can be populated with data the agent just generated, instead of relying on a static template alone.

What is an Office Documents Tool?

An Office Documents Tool lets you:

✅ Generate Word documents (.docx)
✅ Create Excel spreadsheets (.xlsx)
✅ Build PowerPoint presentations (.pptx)
✅ Generate PDF documents
✅ Edit existing documents
✅ Populate templates with dynamic data
✅ Use AI-powered document generation

Agent Process:

Agent prepares data
Calls Office Doc Tool
- Document type
- Template
- Content
Office Processor (Claude + Skills)
Document generated (docx/xlsx/pptx/pdf)
Returns to agent

Supported Document Types

Word Documents (.docx)

Create professional reports, contracts, and written content:

✅ Formatted text with styles
✅ Tables and lists
✅ Headers and footers
✅ Page breaks
✅ Images and diagrams
✅ Metadata (title, author, etc.)

Use Cases:

Report generation
Contract generation
Meeting minutes
Technical documentation

Excel Spreadsheets (.xlsx)

Generate data-rich spreadsheets with formulas:

✅ Multiple sheets
✅ Formulas and calculations
✅ Cell formatting
✅ Charts and graphs
✅ Pivot tables
✅ Data validation

Use Cases:

Financial reports
Data analysis
Inventory tracking
Performance dashboards

PowerPoint Presentations (.pptx)

Create dynamic presentations with slides:

✅ Multiple slide layouts
✅ Text formatting
✅ Images and shapes
✅ Charts and tables
✅ Animations
✅ Speaker notes

Use Cases:

Sales presentations
Training materials
Executive reports
Project updates

PDF Documents

Generate portable PDF files:

✅ Convert from other formats
✅ Create from templates
✅ Add watermarks and signatures
✅ Merge documents
✅ Extract content

Use Cases:

Reports and forms
Contracts and agreements
Certificates
Published documents

Use Cases

Financial Report Generation

Agent receives quarterly data and generates a report:

Agent Process:
1. Receives financial data
2. Calls Office Documents Tool
3. Generates Word document with:
   - Executive summary
   - Formatted tables
   - Charts
   - Analysis and conclusions
4. Returns report to user

Invoice Generation

Sales agent creates invoices programmatically:

Agent Process:
Receives order information
Extracts line items and totals
Calls Office Documents Tool
Generates professional invoice
Includes company branding
Returns PDF to send to customer

Data Analysis Report

Analysis agent processes dataset:

Agent Process:
1. Analyzes data
2. Creates summary statistics
3. Generates Excel spreadsheet with:
   - Raw data in sheets
   - Pivot tables
   - Charts and graphs
   - Summary analysis
4. Returns to stakeholders

Meeting Summary Document

Support agent documents meeting outcomes:

Agent Process:
1. Receives meeting notes
2. Organizes information
3. Calls Office Documents Tool
4. Generates Word document with:
   - Attendees
   - Agenda items
   - Decisions made
   - Action items
   - Follow-up dates
5. Distributes to team

Configuration

Adding Office Documents Tool to an Agent

Go to Agent Settings

Open the agent where you want to use the Office Documents Tool

Open Tools Tab

Navigate to the Tools configuration section

Add New Tool

Click “Add Tool” and select “Office Documents”

Select Document Types

Choose which document types to enable:

Word (DOCX)
Excel (XLSX)
PowerPoint (PPTX)
PDF

Choose Model

Select the AI model for document generation:

Claude Sonnet 4.6 (recommended)
Claude Opus 4.6 (more capable)

Save

Office Documents Tool is now available

Tool Configuration

Name: "Document Generator"
Description: "Generate professional reports and documents"

Document Types:
  - DOCX (Word documents)
  - XLSX (Excel spreadsheets)
  - PPTX (PowerPoint presentations)
  - PDF (Portable documents)

Model: Claude Sonnet 4.6
(Handles document generation with AI capabilities)

Skill Selection

The tool can use different skills depending on document type:

Document Type	Skill	Use
Word (.docx)	docx	Create and edit documents
Excel (.xlsx)	xlsx	Generate spreadsheets
PowerPoint (.pptx)	pptx	Create presentations
PDF	pdf	Generate PDF documents

How to Use

Basic Document Generation

Agent provides document specifications:

{
  "document_type": "docx",
  "title": "Monthly Sales Report",
  "content": {
    "sections": [
      {
        "heading": "Executive Summary",
        "text": "..."
      },
      {
        "heading": "Sales by Region",
        "table": {
          "headers": ["Region", "Sales", "Growth"],
          "rows": [...]
        }
      }
    ]
  }
}

Template-Based Generation

Agent uses predefined templates:

{
  "document_type": "docx",
  "template": "report",
  "data": {
    "company_name": "Acme Corp",
    "report_date": "2024-09-08",
    "total_sales": 150000,
    "growth_rate": 15.5
  }
}

Excel with Formulas

Generate spreadsheet with calculations:

{
  "document_type": "xlsx",
  "sheets": [
    {
      "name": "Sales",
      "columns": ["Product", "Q1", "Q2", "Q3", "Q4", "Total"],
      "rows": [
        ["Product A", 100, 120, 150, 180],
        ["Product B", 80, 90, 100, 110]
      ],
      "formulas": {
        "Total": "=SUM(B2:E2)"
      }
    }
  ]
}

PowerPoint Presentation

Create slides dynamically:

{
  "document_type": "pptx",
  "slides": [
    {
      "layout": "title",
      "title": "Quarterly Review",
      "subtitle": "Q3 2024"
    },
    {
      "layout": "content",
      "title": "Key Metrics",
      "content": "..."
    }
  ]
}

Response Format

After generating a document, the tool returns:

{
  "status": "success",
  "document_id": "doc_12345",
  "document_type": "docx",
  "file_name": "sales_report_2024.docx",
  "file_path": "s3://bucket/documents/...",
  "file_size": 245000,
  "download_url": "https://...",
  "expires_in": 86400
}

Best Practices

Clear Structure

Organize documents logically with sections and headings

Professional Formatting

Use consistent styles and branding

Dynamic Data

Populate templates with accurate data

Error Handling

Handle generation failures gracefully

Document Generation Example

Agent Prompt Example:

"When generating reports:
1. Start with an executive summary
2. Include relevant data in tables
3. Add charts for visual impact
4. Include recommendations
5. End with next steps

Use professional formatting and branding."

Template Strategy

Benefits:
- Consistent formatting
- Faster generation
- Brand compliance
- Reusable across agents

Use templates for:
- Regular reports
- Standard forms
- Branded documents
- Complex layouts

Troubleshooting

Document generation fails

Symptoms: Error when calling Office Documents ToolSolutions:

Check document data is properly formatted
Verify document type is supported
Review data completeness
Simplify content if too complex
Check model token limits

Generated document looks wrong

Symptoms: Document structure or formatting is incorrectSolutions:

Review template structure
Check data formatting
Adjust styling in template
Test with simpler content first
Use consistent formatting patterns

Document too large or slow

Symptoms: Large file or slow generationSolutions:

Split large documents into multiple files
Reduce data complexity
Use simpler formatting
Generate in batches
Optimize template structure

Formula errors in Excel

Symptoms: Excel formulas not working correctlySolutions:

Verify formula syntax
Check cell references
Use absolute references if needed
Test formulas in Excel first
Simplify complex calculations

File not accessible after generation

Symptoms: Can’t download or access generated documentSolutions:

Check download URL is valid
Verify file hasn’t expired
Check storage permissions
Regenerate if expired
Verify storage is configured

Advanced Usage

Dynamic Report Generation

Agent Process:
Query database for data
Generate Excel with raw data
Add pivot tables
Create Word summary
Export as PDF
Send to stakeholders

Batch Document Generation

For multiple documents:
Iterate through data
Generate doc for each record
Store in document repository
Return batch results
Send confirmation

Template Personalization

Agent receives template and data:
Load predefined template
Replace placeholders
Add dynamic sections
Format based on data
Generate final document

Document Workflow Integration

Workflow Process:
Step 1: Collect data
Step 2: Call Agent with Office Tool
Step 3: Agent generates document
Step 4: Email document to recipient
Step 5: Archive for records

Model Selection

Claude Sonnet 4.6

Default choice for most use cases
Good balance of speed and capability
Handles complex document structures
Recommended for production use

Claude Opus 4.6

Most capable model
Better for complex content generation
Higher token usage
Use for premium/complex documents

Next Steps

Agent Configuration - Add tools to agents
Tool Examples - See how other tools work
Create Your First Agent - Get started with agents
Workflows - Use Office Tool in workflows

​What is an Office Documents Tool?

​Supported Document Types

​Word Documents (.docx)

​Excel Spreadsheets (.xlsx)

​PowerPoint Presentations (.pptx)

​PDF Documents

​Use Cases

​Financial Report Generation

​Invoice Generation

​Data Analysis Report

​Meeting Summary Document

​Configuration

​Adding Office Documents Tool to an Agent

​Tool Configuration

​Skill Selection

​How to Use

​Basic Document Generation

​Template-Based Generation

​Excel with Formulas

​PowerPoint Presentation

​Response Format

​Best Practices

Clear Structure

Professional Formatting

Dynamic Data

Error Handling

​Document Generation Example

​Template Strategy

​Troubleshooting

​Advanced Usage

​Dynamic Report Generation

​Batch Document Generation

​Template Personalization

​Document Workflow Integration

​Model Selection

​Claude Sonnet 4.6

​Claude Opus 4.6

​Next Steps

What is an Office Documents Tool?

Supported Document Types

Word Documents (.docx)

Excel Spreadsheets (.xlsx)

PowerPoint Presentations (.pptx)

PDF Documents

Use Cases

Financial Report Generation

Invoice Generation

Data Analysis Report

Meeting Summary Document

Configuration

Adding Office Documents Tool to an Agent

Tool Configuration

Skill Selection

How to Use

Basic Document Generation

Template-Based Generation

Excel with Formulas

PowerPoint Presentation

Response Format

Best Practices

Document Generation Example

Template Strategy

Troubleshooting

Advanced Usage

Dynamic Report Generation

Batch Document Generation

Template Personalization

Document Workflow Integration

Model Selection

Claude Sonnet 4.6

Claude Opus 4.6

Next Steps