:Harvey:Support

Create and Edit PowerPoint and Excel Files in Assistant

Transform your research and insights into PowerPoint presentations and Excel files - all without leaving Assistant.

Last updated: Apr 15, 2026

Overview

Now you can 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.

Before You Start

This feature requires the following features to also be enabled in your workspace:

  • Unified Assistant
  • A reasoning-capable model (GPT-5 or newer)
  • Claude-enabled features in your workspace

Supported File Types

  • .pptx
  • .xlsx

Ways to Use

  • 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 or templates 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.

Create a Spreadsheet or Presentation in Assistant

You can review the generated file directly in Harvey using a side-by-side document viewer.

  1. [Optional] Upload reference documents or select knowledge sources you want Assistant to use.
  2. Prompt Assistant with clear instructions that specify:
    1. What type of spreadsheet or powerpoint presentation you want to create
    2. What content the file should have, and any other useful information about format and structure.
    3. How to use any additional sources or context
  3. Review the document from Assistant’s response
  4. Export the updated file

Edit a Spreadsheet or Presentation in Assistant

You can review edits directly in Harvey using a side-by-side document viewer.

  1. From Assistant, select Files to upload the .pptx or .xlsx file that you want to edit
  2. [Optional] Upload reference documents or select knowledge sources you want Assistant to use.
  3. Prompt Assistant with clear instructions that specify:
    1. Which document to edit (if multiple files are uploaded)
    2. What edits to make to the document
    3. How to use any additional sources or context
  4. Review the document from Assistant’s response
  5. Export the updated file

Notes and Limitations

  • Web only: This functionality is only available through the Web Assistant, not Mobile.
  • No direct edits: We do not support an editor for PowerPoint or Excel files at this time.

Tips for Success

  • Be explicit in your prompt. Tell Harvey what type of file you want to generate or which file you wish to edit.
  • Use the “@ mention” feature to tag files and sources while specifying how Harvey should use them

FAQs

Editing Multiple Word Documents in Assistant

Learn how to edit multiple documents simultaneously within a single Harvey workflow.

Editing Word Files in Assistant

Edit Microsoft Word (.docx) files directly in Assistant while preserving formatting, structure, and context.

Custom Writing Styles

Learn how to leverage Harvey's Custom Writing Styles feature to tailor outputs to your company's brand identity or individual preferences.

Upload Password Protected Files

Learn how to upload and unlock password-protected files in Harvey so you can work securely with encrypted documents in Assistant.

Drafting in Assistant

Understand how to draft directly in Assistant.