Word, PDF and Excel
Documents you send to people and workbooks you keep working in. Real files, built from your request, your attached files or your data.
Word (DOCX)
Proposals, guides, policies, meeting minutes, resumes. Ask for the sections you want, or let Tabloy structure it.
A business proposal in Word for a website redesign: goals, scope, timeline, three price options, terms
Turn these notes into meeting minutes with decisions and action items
A one-page guide for new employees on how we handle expenses
PDF
Anything that will be printed or sent as-is: a report, an invoice, a quote, a one-pager.
A monthly sales report as a PDF from this spreadsheet, with a chart per region
An invoice for 12 hours of consulting at $120 an hour, due in 14 days
Excel (XLSX)
Budgets, trackers, financial models, planners, inventories, pivot summaries. Say the sheets and the columns you need; formulas are real formulas.
A budget tracker in Excel with a sheet for each month and a summary sheet with totals
A financial model for a coffee shop: revenue by month, costs, break-even, with the assumptions in a separate sheet
Turn this CSV into a workbook with a pivot by region and a chart
From your data
In a chat with a dataset or a database, the document uses every row of the data. A report says what the numbers show; a workbook carries the table itself. See Data.
A workbook with one sheet per product line, the monthly revenue of each, and a summary sheet with a chart
Preview and download
The document opens in the panel page by page; a workbook shows as a table. Press Download for the file. Open it in Word, Excel or a PDF viewer; it is a normal file.
Change it
Ask in the same chat: "add a section on risks", "make the totals bold", "add a sheet for March". A new version appears; the old one stays. See Change it by asking.