Document Generation
Generate downloadable reports and exports, optionally on your own DOCX templates.
Document Generation
The assistant can produce downloadable documents — reports, summaries, exports — built from data it retrieves out of your knowledge base. Ask in plain language:
"Generate a Word report summarising the Q1 downtime incidents" "Export the supplier list from the price sheet as an Excel file"
The assistant first gathers the actual data (knowledge-base search, spreadsheet queries), then writes the document from it. Generation runs entirely on your server.
Output formats
| Format | Notes |
|---|---|
Markdown (.md) |
Always available |
Word (.docx) |
Always available; can be filled into an org template |
Excel (.xlsx) |
For tabular exports |
PDF (.pdf) |
Requires LibreOffice installed on the BodhAI server. If it is missing, the assistant says so and offers DOCX or Markdown instead. |
Where generated files appear
The finished file shows as a download card in the chat answer, with a preview. Generated files are saved with the conversation, so reopening it from Chat History restores the download cards.
Review before circulating. Generated documents are drafted from retrieved content — treat them as a first draft and check figures against the cited sources, exactly as you would with a chat answer.
Organisation templates
Admins can upload Word (.docx) templates at Admin → Templates, each with a name and description — for example a quotation letterhead or a standard report shell. Templates are stored outside the knowledge base: they are never indexed and never appear in search results or answers.
Using a template in chat: type / in the chat input and pick the template from the menu (templates are listed alongside skills). The template appears as a token in the input, and the assistant fills it when generating the document. Templates apply to DOCX and PDF output only.
A skill can also link a template, so invoking the skill produces documents on that template automatically.