Create DOCX, XLSX and PDF documents from chat in goHeather

goHeather chat can now write the memo, not just answer the question

You can now ask the goHeather chat for a document and get a real file back. Ask for a side letter to the contract you have open, and a DOCX or PDF lands in the chat as a card. Preview it, download it, send it. Until now the chat gave you text you had to copy into Word yourself.

What changed

Before this release, the chat could read a contract, answer questions about it and summarize it, but the answer stayed in the chat window. If your VP wanted a one-page memo, you selected the text, pasted it into a blank document, fixed the formatting and saved it somewhere. Five minutes of work that nobody counts and everybody does.

Now you ask for the file. With a privacy policy open, we typed "Draft a DOCX letter to summarize issues that could cause us to lose money with this policy." Thirteen seconds later a card appeared in the chat: the file name, DOCX, 14.5 KB, a preview icon and a download icon, and a one-line description of what was in it. We then typed "now do the same for PDF" and got the PDF version of the same letter in about a second.

The file is a proper Word document or PDF, formatted like one, with headings and paragraphs where they belong. It is not a markdown dump or a text file you have to clean up. You can open it in Word, attach it to an email, or hand it to the person who asked for it without touching it.

It works in two places. Inside an open contract, the chat has the document in front of it and writes from that. But you do not need a contract open at all. Start a fresh chat, describe the document you want, and it writes that too. On a test with nothing loaded, it came back with three questions before writing anything: which jurisdiction, who the letter is for, and whether to include sender and recipient names. Leave a question blank and it says so and carries on. It searched the web, showed how many sources it used, and returned a finished DOCX you can preview and download from the card. A quick chat is all it takes to get a formatted document out.

The release also covers XLSX, for example "Create a sheet with all the important dates from this contract".

Two ways to get a document, and when to use each

goHeather already drafts documents. The Draft workflow takes you through questions, an outline you approve, and a full document assembled section by section, and that is the right tool for a 40-page master services agreement. Nobody wants that process for a two-page side letter.

This is the other way. You are in the middle of a contract, you need something short that goes with it, and you say so in the chat. A side letter. A termination memo. A summary of your negotiation position for the person who has to approve it. The chat reads what you have open and writes it, and you get the file in the format you asked for. No wizard, no outline, no separate task. And if the document has nothing to do with a contract in your account, a fresh chat works the same way.

The two memos goHeather already produces from a review, the Legal Summary and the Deal Abstract, are fixed formats. This release makes the format yours. If the stakeholder wants a two-paragraph letter instead of a ten-section abstract, you ask for a two-paragraph letter.

What it wrote

On the privacy policy test, the letter listed regulatory costs, customer claims, remediation expenses and lost revenue as the categories of exposure, then put mitigation steps in priority order. It is written from what the chat has in front of it, the contract and anything you uploaded or answered, so the more you give it the closer the first draft lands. You read it, change what you want, and send it.

What to try first

Open a contract you have already reviewed. Ask the chat for a memo to whoever needs to sign off, in the format they read. The formatting, the file, and the copy and paste are handled. If review time is what you are measuring, the memo step is one of the small ones that adds up, and how long an AI contract review actually takes explains why the small ones are worth counting.

If you are not on goHeather yet, the AI contract review app page shows the review workflow this plugs into.