You can ask the Vega chatfor a document and it will build you one: a PDF, a Word document, a PowerPoint deck or an Excel workbook, branded like your firm and filled with your own client data. The finished file arrives as a download card in the chat, ready to review and send.
It replaces the round trip of asking Vega for content, copying it out, and rebuilding it by hand in another application.
How to ask
Ask in plain language, anywhere in the Vega chat. There is no separate button or mode to switch into.
“Create a PDF summary of the Miller household’s situation ahead of Thursday’s review.”
“Turn our conversation into a one-page Word memo I can send to the client.”
“Build an Excel workbook with a tab per account, showing balances and contributions.”
“Make a short PowerPoint I can present at the annual review, one slide per goal.”
“Convert the attached statement into a clean PDF summary.”
Vega picks the format from your request — say “Word”, “deck” or “spreadsheet” and it uses that; say nothing and you get a PDF. It also picks a sensible filename, and you can dictate one: “call it Miller_Review_2026”.
Supported formats
PDF: summaries, memos, one-pagers, anything meant to be read as-is.
Word (.docx): documents you or a colleague will keep editing.
PowerPoint (.pptx): review decks and client presentations.
Excel (.xlsx): figures, schedules and anything multi-tab.
Where the content comes from
Before writing anything, Vega gathers what the file needs. Depending on the request, that can include:
your contacts and households in the Vega AI CRM or your connected CRM, including their living stories (read article: Living story & client enrichment);
meetings and their preparations, notes and transcripts;
files you attached to the thread: a statement, a plan, a policy document;
your firm’s knowledge base;
research, when the request calls for outside information;
the conversation itself, so anything already discussed in the thread can be carried into the file verbatim.
Two rules govern the result. Gathered firm data wins over anything said loosely earlier in the conversation, and financial figures are never invented: if a number is not in the data or the conversation, it is left out rather than guessed.
As with everything else in Vega, the file is built only from records you can already see.
Your firm’s branding
File generation picks up your firm’s branding automatically: primary and secondary colors, text color, heading and body fonts, and your logo placed on the cover or in the header.
You can customize your firm’s branding from the Branding tab on the Firm page. You must have admin permissions to make changes (read article: Permission levels).
Your firm’s own file formats
Firms can go further than branding and define their own formats: a fixed structure for a quarterly review pack, a house style for client memos, or a real template file that Vega fills in rather than designing a document from scratch. A format can also specify where its data comes from, so the right information is pulled every time it runs.
When one of your firm’s formats matches what you asked for, Vega selects it on its own and tells you in the activity line as it works (for example “Applying the firm’s quarterly review format”). The format then decides the layout, and often the file type and filename too.
To set up a format for your firm, contact [email protected].
What you see while it works
File generation takes longer than a normal chat answer: commonly a minute or two, occasionally several for a large workbook or deck. Vega posts short activity lines as it goes, so you can see which step it is on, and you can cancel the message at any point.
When it finishes, the file appears as a download card attached to the message. Click it to download.
Revising a file
Files are not edited in place. To change one, ask again in the same thread and Vega regenerates it with your changes, using the conversation it already has.
Good to know
File generation is a Pro feature (read article: Core vs Pro). Reading and analyzing files you upload stays available on every plan.
One file per request. Ask for a deck and a workbook in two messages.
There is a size and time limit. If a request is too large to finish, Vega says so.
Review before sending. File generation gives you a first draft in your firm’s branding, not an approved client deliverable. Read them as you would anything you are about to put in front of a client.
When to use Client deliverables instead
File generation is for a finished file produced in one pass: a memo, a summary, a schedule, a deck. For in-depth financial analysis that you review, verify and revise over several rounds, use Client deliverables instead (read article: Client deliverables). Both honor your firm’s formats; the difference is the depth of the analysis and the review it goes through.