AI Document Generator

Module Overview

The Business Module provides strategic analysis and financial expertise for enterprise decisions. Instead of spending hours on research and analysis, you describe your business challenge and specialist agents deliver consultant-quality insights.

This isn't generic AI output. The agents understand business context at a professional level—they know the difference between a DCF and LBO model, how to size a market using TAM/SAM/SOM frameworks, and when to apply Porter's Five Forces versus a SWOT analysis.

What You Can Create

• Financial Models — DCF valuations, budget forecasts, P&L projections, unit economics
• Market Research — TAM/SAM/SOM analysis, competitive landscapes, growth opportunity assessments
• Strategic Analysis — M&A evaluation, corporate strategy, Porter's Five Forces frameworks
• Investment Materials — Investment memos, due diligence reports, deal evaluations
• Operations Plans — Process optimization, lean methodology implementation, efficiency analysis
• Requirements Documents — Business requirements, process maps, actionable specifications

Specialist Agents

The Business Module deploys a team of 6 specialist agents, each trained for specific business functions and strategic contexts:

"Your strategic advisory team, on demand. Upload financials, get Goldman-level analysis. Describe a market, get Gartner-quality research. From data to boardroom-ready insights."

PowerPoint Presentations

Creating presentations is the most popular use of the Business Module. The agents don't just fill templates—they structure narratives, choose appropriate visuals, and create slides that tell a story.

What Works Well

• Investor pitch decks — Clear problem/solution narrative, market sizing, financial projections
• Board presentations — Executive summary, KPI dashboards, strategic recommendations
• Quarterly business reviews — Performance analysis, trend identification, action items
• Sales proposals — Client-specific value propositions, pricing options, case studies
• Training materials — Structured learning content, process documentation

Example Prompt

Create a 12-slide investor pitch deck for a B2B SaaS company.

Company: TaskFlow (project management for agencies)
Stage: Seed round, raising $2M
Metrics: $40K MRR, 150 customers, 15% MoM growth
Differentiator: AI-powered resource allocation

Include: problem, solution, market size, business model,
traction, team slide, and use of funds.

Style: Modern, minimal, professional. Dark theme preferred.

Pro Tips

• Upload your brand guidelines or an existing deck for style matching
• Specify slide count—agents work better with constraints
• Mention the audience—"for technical investors" produces different content than "for strategic partners"

Excel Reports

Excel outputs include working formulas, proper formatting, and logical structure. The agents understand financial modeling conventions and can create everything from simple analyses to complex projection models.

What Works Well

• Financial models — P&L projections, unit economics, scenario analysis
• Data analysis — Pivot table structures, trend analysis, comparative reports
• Dashboards — KPI tracking, visual summaries, conditional formatting
• Budget templates — Department budgets, project costing, variance analysis

Example Prompt

Create a 3-year financial projection model for a SaaS business.

Assumptions:
- Starting MRR: $50,000
- Growth rate: 12% monthly Y1, 8% Y2, 5% Y3
- Churn: 3% monthly
- CAC: $500, LTV target: 3x CAC

Include: Monthly P&L, cash flow, key metrics (ARR, NDR, CAC payback),
scenario toggles for growth rate changes.

Make assumptions editable with yellow-highlighted input cells.

Word Documents

Word document generation handles everything from one-page summaries to comprehensive reports. The agents understand document structure, heading hierarchy, and professional formatting conventions.

What Works Well

• Business proposals — Executive summary, scope, pricing, terms
• Project documentation — Requirements, specifications, process guides
• Executive reports — Analysis, findings, recommendations
• Meeting materials — Agendas, briefing documents, follow-up summaries

Example Prompt

Write a consulting proposal for a digital transformation project.

Client: Mid-size manufacturing company (500 employees)
Project: ERP implementation and process optimization
Duration: 6 months
Budget range: $200K-$300K

Include: executive summary, current state assessment approach,
proposed solution, timeline with milestones, team structure,
investment breakdown, and risk mitigation.

Tone: Professional but approachable. Position us as partners,
not vendors.

PDF Reports

PDF reports combine the best of document writing with visual design. These are ideal for external-facing materials that need to look polished and professional.

What Works Well

• Client deliverables — Research findings, audit reports, recommendations
• Marketing collateral — Case studies, white papers, capability decks
• Internal reports — Monthly reviews, project summaries, board packs

PDF generation includes automatic chart creation, consistent styling, and proper pagination. You can request specific layouts or let the agents choose based on content.

Best Practices

Provide Context

The more context you provide, the better the output. Include:

• Who will read/view this document?
• What decision or action should it drive?
• What's the one thing the audience must remember?

Upload Reference Materials

Agents work better with examples. Upload:

• Previous presentations or reports (for style matching)
• Raw data (CSV, Excel) for analysis
• Brand guidelines or templates
• Competitor examples (for differentiation)

Iterate Strategically

Start with structure, then refine details:

1. First pass: Get the overall structure and narrative right
2. Second pass: Refine specific sections or slides
3. Final pass: Polish formatting and visuals

Use Constraints

Constraints improve output quality:

• "Maximum 10 slides" forces prioritization
• "One page executive summary" ensures conciseness
• "No more than 3 bullet points per slide" improves readability

Frequently Asked Questions

Can I use my company's PowerPoint template?

Yes. Upload your .potx or .pptx template and the agents will apply your branding, colors, and layouts.

How accurate are the Excel formulas?

Very accurate for standard financial and analytical formulas. Complex VBA macros are not currently supported. Always verify critical calculations.

Can you create charts from my data?

Yes. Upload your data and specify the chart types you want. The agents select appropriate visualizations and format them professionally.

What's the maximum document length?

There's no hard limit, but quality is best for documents under 50 pages. For longer documents, consider generating sections separately.