Open Org Workspace
Docs/Document Generation/Creating documents

Creating documents

Open Org AI can generate professional documents in multiple formats directly from your conversations. No more copying and pasting from a chatbot into a blank document.

Supported formats:

  • Word (.docx) - policies, frameworks, reports, templates, guides, communication plans
  • Excel (.xlsx) - competency matrices, survey analysis tables, headcount plans, data reports
  • PowerPoint (.pptx) - board presentations, strategy decks, team updates, training materials
  • Markdown (.md) - notes, documentation, Notion-ready content

How to create a document: Simply describe what you need in Open Org AI. Examples: - Create a 90-day onboarding checklist as a spreadsheet - Write a remote working policy as a Word document - Make a quarterly business review presentation with 8 slides - Draft an employment contract for a senior engineer

You can also be explicit about the file type:

  • Create this as a PowerPoint / Make it a .pptx
  • I need this as an Excel file / Put it in a spreadsheet
  • Write it as a Word document

What happens after you ask:

  1. The AI generates the document content
  2. A document card appears in the chat showing the title and file type
  3. The preview panel opens on the right, showing the document contents
  4. The document is saved to your document library automatically

Tips for better results:

  • Be specific about structure — Create a compensation policy with sections on base pay, bonuses, equity, and review cycles works better than Create a pay document
  • Mention your audience — Write this for a non-technical audience or Keep it formal — this goes to the board
  • Provide context — We're a 50-person remote-first company based in the UK
  • Reference earlier content — Create a summary deck based on the report I shared

Need more help?

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