Document Generation
Reports, memos, proposals, contracts — branded and formatted, ready for review.
How it works
Any seat can generate documents. Describe what you need, and the right specialist produces it in your brand's format. Documents are generated as finished files — not plain text you have to format yourself.
Everything is a draft until you approve it. Nothing ships without your say-so.
Document types
Reports
Market analyses, financial reports, competitive assessments. Structured with sections, data, and conclusions.
Memos
Internal memos, decision records, strategy briefs. Clear, concise, actionable.
Proposals
Client proposals, partnership offers, RFP responses. Professional and persuasive.
Contracts
NDAs, MSAs, SOWs, employment agreements. Drafted by the CLO, formatted for review.
Output formats
- .docx — Word documents for collaboration and editing
- .xlsx — Excel spreadsheets for financial models and data
- .pdf — PDFs for finalized, distribution-ready documents
Branding automatically applied. Documents use your company's fonts, colors, and logo automatically. No manual formatting needed.
Which seat generates what
Financial reports, budgets→CFO
Contracts, legal documents→CLO
Marketing materials, pitch decks→CMO
Proposals, investor memos→CSO
Press releases, communications→CCO
Job descriptions, HR docs→CPO
Technical specs, architecture docs→CTO
Example
You: "Generate a client proposal for the software
consulting engagement. $15K/month, 6-month minimum."
COO → routes to CSO
CSO: "Proposal generated as .docx. Includes scope of
work, timeline, pricing table, and terms. Branded with
your logo and colors. Ready for your review — shall I
upload it to your OneDrive?"