Ask the AI to "create a presentation summarizing last quarter's results" or "generate an Excel file with this data" — and it produces the actual file, not just a description of one. You can preview it inline and download it immediately.
The AI generates files inside a secure server-side sandbox. It writes the file, and Studio makes it available for preview and download. The AI does not access your local filesystem — all file operations happen server-side, and you choose when to download.
Understand how the AI generates document files, how to preview them across platforms, and how to download them for sharing or further editing.
- Signed in to Treasure AI Studio (Getting Started)
- Familiarity with the chat interface (AI Chat Interface)
Data analysis rarely ends at a query result. Stakeholders need decks, reports, and spreadsheets they can review, annotate, and forward. Studio closes the gap between insight and deliverable:
- For Marketers: Ask for a campaign performance deck and get a ready-to-present PPTX with charts and key takeaways
- For Data Analysts: Export query results to Excel with proper column headers and multiple sheets for different cuts of the data
- For Solutions Engineers: Generate a PDF report documenting a client's CDP configuration with segment definitions and journey flows
- For all users: Turn any conversation into a shareable document without switching to another application
| Format | Extension | What the AI Generates | Common Use Cases |
|---|---|---|---|
| PowerPoint | .pptx | Slide decks with titles, bullet points, charts, and speaker notes | Quarterly reviews, campaign summaries, stakeholder presentations |
| Word | .docx | Formatted documents with headings, paragraphs, tables, and lists | Analysis reports, project documentation, requirements specs |
.pdf | Portable documents for read-only sharing | Executive summaries, compliance reports, client deliverables | |
| Excel | .xlsx | Spreadsheets with structured data, multiple sheets, and column headers | Data exports, pivot-ready datasets, financial models |
Ask the AI in natural language. Be specific about format when it matters:
| Request | What You Get |
|---|---|
| "Create a presentation on Q1 results" | PPTX with slides for each key metric, charts, and summary |
| "Write a report on our segment strategy" | DOCX with headings, analysis sections, and recommendations |
| "Export this query result to Excel" | XLSX with data in a named sheet, proper column types |
| "Generate a PDF summary of this conversation" | PDF with formatted text, tables, and any charts referenced |
You can guide the AI's output by being specific: "Create a 5-slide deck with one slide per region, include a bar chart on each slide, and add speaker notes." The more structure you provide, the more polished the result.
When the AI generates a file, a file notification card appears in the chat stream showing the filename, format icon, and action buttons. You can preview the file without downloading it.
Click the Preview button on the file card to open the built-in viewer. The file panel appears in the sidebar with a file tree and full-screen preview.
Format-specific viewers:
| Format | Viewer Features |
|---|---|
| PPTX | Slide thumbnail sidebar (left), main slide view (center), speaker notes (bottom). Navigate with arrow keys, Home/End, or click thumbnails |
| DOCX | Rendered HTML view with headings, tables, and formatting preserved. Light and dark mode support |
| Vertical scrolling with zoom controls (0.5x to 3.0x). Fit-to-width mode. Page counter at top | |
| XLSX | Spreadsheet grid with sortable columns. Sheet tabs at bottom for multi-sheet workbooks. Resizable columns |
Desktop uses the same file panel as Web, showing a file tree and viewer in the sidebar. Files can be previewed inline or opened in the full viewer.
PDF rendering uses the native PDF engine for high-fidelity display. DOCX files are converted to HTML and rendered in a sandboxed frame.
Tap the file card to open a full-screen preview. The viewer adapts to each format:
- PPTX — Slide-by-slide viewer optimized for touch
- DOCX — Scrollable HTML rendering in a native web view
- PDF — Native PDF viewer with pinch-to-zoom
- XLSX — Horizontally scrollable spreadsheet with sheet tabs
Large files (over 100KB of rendered content) may show a "Preview truncated" notice on Mobile to ensure smooth scrolling performance. Download the full file for complete viewing.
Click the Download button on the file card or in the file viewer toolbar. The file downloads to your browser's default download location.
Click the download button in the file viewer. Files download through the Electron file save dialog, letting you choose the destination.
Tap the Download button on the file preview screen. The file is saved using the iOS share sheet, where you can save to Files, AirDrop, or open in another app.
Beyond the four primary document types, Studio can preview files the AI generates or references during analysis:
| Format | Preview Support | Notes |
|---|---|---|
| Images (PNG, JPG, GIF, SVG) | Full preview | Inline display with zoom |
| HTML | Sandboxed preview | Interactive HTML rendered in a secure iframe |
| Code (SQL, Python, YAML, JSON, etc.) | Syntax-highlighted view | 20+ languages supported with line numbers |
| Markdown | Rendered view | Full Markdown rendering with headers, lists, and tables |
| CSV / TSV | Table view | Parsed and displayed as a sortable table |
The file panel in the sidebar shows all files generated in the current conversation as a tree view. You can:
- Browse files by name and type
- Click any file to preview it
- Download individual files
- Delete files you no longer need
The file panel displays files the same way as on Web, with a tree view and inline preview. Each file includes preview and download controls.
Files appear in the chat as notification cards. Tap any card to preview. The file list is accessible from the chat's file section.
Understanding the generation process helps you make better requests:
- Planning — The AI determines the file structure (slides, sections, sheets) based on your request and the data available
- Writing — The AI generates the file using document creation tools inside the secure sandbox
- Notification — A file card appears in the chat stream with the filename and format
- Preview — You can immediately preview the file in the built-in viewer
- Iteration — Ask the AI to modify the file: "Add a slide for APAC results" or "Change the title to Q1 Review"
File generation happens server-side. The AI writes files to a sandboxed workspace associated with your chat session. Files are accessible for the lifetime of the conversation and can be downloaded at any time.
After reading this guide, you can:
- Request the AI to generate a PPTX, DOCX, PDF, or XLSX file
- Preview the generated file using the built-in viewer on your platform
- Download the file for sharing or further editing
- Navigate a multi-slide PPTX and a multi-sheet XLSX in the preview
- Ask the AI to modify a generated file within the same conversation
| Issue | Solution |
|---|---|
| File preview is blank | Wait a moment — large files take time to render. If still blank, download and open locally |
| PPTX slides look different than expected | The built-in viewer renders a faithful approximation. For pixel-perfect results, download and open in PowerPoint |
| XLSX columns are narrow | Columns auto-size based on content. In the web viewer, drag column edges to resize |
| PDF zoom is too small | Click the zoom percentage to toggle fit-to-width mode, or use the +/- controls |
| Mobile preview truncated | Large files are truncated for performance. Download the full file to view all content |
| File not appearing in chat | Check that the AI finished generating — look for the completion indicator in the chat stream |
- File Upload & Download — Upload files for the AI to analyze
- File Viewers — Detailed guide to all built-in file viewers
- Charts & Data Visualization — Interactive charts that complement file output
- Query Result Tables — Tabular data that can be exported to Excel