Skip to main content
The Document skill enables your agents to create and edit Word-style documents.
This is a default skill, ready to use immediately without any setup. It is available to all teams automatically.

​
Capabilities

Document creation
  • Create new professional documents from scratch
  • Generate reports, proposals, and letters
  • Build structured documents with proper formatting
Document editing
  • Edit existing documents while preserving formatting
  • Update content in Word-style files
  • Maintain document structure and styling
Collaborative features
  • Add and review tracked changes
  • Insert comments and annotations
  • Support collaborative editing workflows
Formatting and layout
  • Work with headers, footers, and page layouts
  • Maintain consistent styling and branding
  • Apply professional formatting

​
When to Use It

Use the Document skill when your agent needs to:
  • Create reports, proposals, or summaries
  • Edit contracts or agreements
  • Review documents with tracked changes
  • Generate templated documents
  • Produce formatted business correspondence

​
Example Tasks

“Create a weekly summary report from this data”“Generate a proposal document using our standard format”
“Review this contract and suggest changes with tracked edits”
“Add comments to highlight important sections”
“Update the executive summary in this report”

​
How to Use

1

Open the agent

Open the agent you want to configure.
2

Find the Skills section

In the agent settings, find the Skills section.
3

Select the Document skill

Select the Document skill.
4

Save your changes

Save your changes.
Your agent will automatically use its document expertise when creating or editing documents.

​
Things to Know

  • This is a default skill available to all teams
  • No setup or configuration required
  • Creates Word-compatible documents
  • Works well with Google Drive or SharePoint connections for saving documents

​
Works Well With

https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/google-drive.svg?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=d203935eb0f317c6e9bc44f25fa52cb0

Google Drive

Save generated documents straight to Google Drive.
https://mintcdn.com/duvo-d8027998/O3tlM6eCuFk2uJpN/images/connections/sharepoint.webp?fit=max&auto=format&n=O3tlM6eCuFk2uJpN&q=85&s=67b14231242f242892a5dcb6d24931c7

Microsoft SharePoint

Save generated documents straight to SharePoint.