companyFILES

With the companyFILES addon, complex files can be generated, converted and comprehensively managed from simple prompts and raw data.

Comprehensive document creation

Native Word (.docx), Excel (.xlsx), PowerPoint (.pptx) and PDF files can be created.

• Excel: Tables can be generated from CSV, JSON and arrays or advanced templates including formulas can be used.
• Word: Markdown, HTML, JSON or templates are seamlessly converted into finished documents.
• PowerPoint: Presentations can be created directly from Markdown texts or templates.
• PDF: PDFs can be generated directly from Markdown or HTML.

Example: JSON to Excel

Chat:

Result:

Data Processing & Code Export

Structured data such as JSON or CSV can be converted directly into clean Excel spreadsheets or Word documents. In addition, any text-based files and code scripts can be created (e.g. SQL, JSON, YAML, XML, HTML, Python or JS).

Example: Meeting minutes in PDF document

Chat:

Result:

Visual Diagrams & Charts

Raw numbers can be visualized directly as meaningful graphics.

• Interactive charts: Bar, line, pie, scatter, bubble or radar charts including zoom function and image export can be created.
• Mermaid diagrams: Flowcharts, sequence diagrams, class diagrams and state machines can be generated via prompt.

Example: Pie chart

Example: Mermaid Flowchart

File Conversion & Data Extraction

• Conversion: You can flexibly switch between formats (Excel ↔ CSV/JSON, Word ↔ PDF, Markdown ↔ HTML, etc.).
• Extraction: Data and texts can be read and extracted from existing Excel, Word and PDF files.
• Image Editing: The size of images can be changed and converted to other graphic formats.

Intelligent Template Management

Templates enable reusable document generation with dynamic content. However, you cannot simply upload a finished document — it must be prepared with placeholders first.

Preparing Templates

Templates use double curly brace syntax: {{placeholder}}. Open the document in its native application and insert placeholders like {{CompanyName}}, {{Date}}, {{Address}} wherever CompanyGPT should insert dynamic content. Placeholder names are freely choosable but should be descriptive.

• Word (.docx): Place {{placeholder}} directly in the document text. Example: “Dear {{Salutation}} {{LastName}}, …” or a table cell with {{InvoiceAmount}}
• Excel (.xlsx): Place {{placeholder}} in individual cells. Example: Cell A1 with {{EmployeeName}}, Cell B1 with {{Department}}
• PowerPoint (.pptx / .potx): Place {{placeholder}} in text boxes on slides. Example: Title slide with {{ProjectName}}, content slide with {{Summary}}

Tip

Use descriptive placeholder names like {{CustomerName}} instead of {{C1}}. This helps CompanyGPT understand the context and fill placeholders more reliably with the correct data.

Caution

A regular, fully completed document without placeholders cannot be used as a template. CompanyGPT requires the {{placeholder}} markers to identify which parts should be dynamically replaced.

Uploading Templates

Templates can be viewed in the Templates tab and uploaded in the Upload Template tab. Supported formats: .docx, .xlsx, .potx, .pptx

Upload fields:

• Template Name (required): Unique technical name (e.g. invoice-template)
• Display Name: User-friendly name (e.g. Invoice Template)
• Description: Brief description of the template’s purpose
• Tags: Comma-separated tags for better discoverability

Note

Admins can upload global templates that are visible to all users.

Using Templates in Chat

Once uploaded, reference the template in the chat and provide the data for the placeholders. CompanyGPT replaces all {{placeholder}} markers with the provided values and generates the finished document.

Example prompt: “Create an invoice using the ‘Invoice Template’. Customer name: Sample Inc., Invoice amount: $1,500, Date: April 15, 2026”

File Management & Organization

• Data Transfer: Files can be uploaded and generated documents can be downloaded directly.
• Structuring: Files can be clearly organized into folders; in addition, ZIP archives can be created for the bundled download of several documents.
• Administration: The overview of the document organization is maintained, while system settings and stored company information can be checked directly in the addon.