Ask AI in ZipLeads lets you create documents, presentations, spreadsheets and reports using simple instructions. You can upload reference files, apply your business branding and request changes without switching between applications. You can preview generated files, download them or save them to Media Storage. This article explains how to create, edit and manage files with Ask AI.
What is File Generation and Editing in Ask AI?
File generation and editing lets you create downloadable files and work with existing documents using plain-language requests.
For example, you can ask Ask AI to create a six-slide client performance presentation using uploaded campaign data. Ask AI can organise the information, generate charts and apply your available Brand Board settings.
You can then review the presentation, request revisions and download the finished file.
Note: Downloadable files are different from structured Ask AI responses, such as tables and diagrams shown directly in the chat.
Key Benefits of Creating Files with Ask AI
Ask AI makes creating business files simpler by combining content generation, design and editing in one workflow.
Multiple Formats: Create PDFs, Word documents, PowerPoint presentations and Excel workbooks.
Brand Consistency: Use your available Brand Board colours, fonts and logos.
File Analysis: Upload documents or data for summarising and analysis.
Research Support: Generate researched content with source references where available.
Automated Review: Check generated pages and layouts during creation.
Easy Editing: Request revisions through chat or by selecting an area in a supported preview.
File Management: Preview, download or save files to Media Storage.
Recurring Tasks: Use supported Scheduled Tasks for repeatable file-generation requests.
How to Create and Edit Files with Ask AI
Clear instructions and relevant source material help Ask AI generate files that match what you need.
Step 1: Open Ask AI
Open Ask AI in ZipLeads.
Start a new conversation.
Step 2: Request a File
Describe the file you want.
Specify the format, topic and intended audience.
Include any content or design requirements.
Submit your request.
Example prompt:
Step 3: Upload Supporting Files
Attach the supported documents or data files.
Explain how Ask AI should use them.
Request any analysis you need.
For example, upload a campaign CSV and ask Ask AI to calculate performance metrics for the presentation.
Step 4: Confirm Branding and File Details
Review any questions Ask AI asks.
Confirm the format and content requirements.
Provide branding details when prompted.
Continue with file generation.
Step 5: Review the Generated File
Open the generated file card.
Click Preview.
Review the content, layout and visuals.
Check important information and calculations.
Step 6: Request Revisions
Describe the changes you want in Ask AI.
If supported, select an area in the preview.
Enter your revision request.
Review the updated file.
Step 7: Download or Save the File
Open the completed file card.
Click Download to save the file to your device.
Or click Save to Media Storage.
Confirm the save action if prompted.
Supported File Types
Ask AI supports creating common business files and working with uploaded content. Available actions may differ by format.
File Type | Common Use |
Reports and shareable documents | |
Word | Editable documents and proposals |
PowerPoint | Presentations and pitch decks |
Excel | Budgets and data workbooks |
Images | Visual references |
CSV | Tabular data |
Markdown | Structured text |
Text | Notes and reference material |
JSON | Structured data |
Important: Supported upload, generation and editing actions may vary. Not every format is available for every action.
Creating On-Brand Files
Ask AI can use your available Brand Board settings to help generated files match your business identity.
Supported branding information includes:
Brand colours
Fonts
Logos
Visual styling for charts and diagrams
Ask AI may ask for more details, such as a preferred brand colour, before generating a file.
For Brand Board setup instructions, see How to Create a Brand Board.
Working with Uploaded Files
Uploaded documents and data give Ask AI information it can use to create or update files.
Depending on the format, you can ask Ask AI to:
Summarise documents.
Search for information within uploaded files.
Analyse CSV or spreadsheet data.
Create reports from existing information.
Prepare revised files based on uploaded content.
For example, upload a campaign CSV and ask Ask AI to create a presentation summarising the results.
Important: Review sensitive files before uploading them and make sure you are authorised to use the information.
Reviewing Generated Files
Ask AI can organise file creation into stages such as planning, writing, building and reviewing.
An automated review process checks generated pages before the file is delivered.
Generated files may include charts, diagrams, formulas or source links when relevant.
Important: Review important facts, calculations, formulas, citations and formatting before sharing a file. Automated checks do not guarantee complete accuracy.
Editing Files and Managing Versions
You can request changes to a generated file without recreating it from scratch.
Edit Through Chat
Describe the changes you want, such as:
Shorten the introduction.
Update a presentation headline.
Replace chart data.
Adjust formatting.
Edit a Selected Area
For supported previews, select part of the file and describe the change.
For example, select a presentation headline and ask Ask AI to make it shorter.
Previewing, Downloading and Saving Files
Generated file cards give you access to completed files.
Available actions include:
Preview: Review the generated file.
Download: Save a copy to your device.
Save to Media Storage: Store the file in ZipLeads.
For more information, see How to Access and Manage Media Storage Using Ask AI.
Using Scheduled Tasks for Recurring Files
Scheduled Tasks can automate recurring Ask AI requests, such as preparing monthly business reports.
For example, you can schedule a prompt to create a monthly performance summary using available information.
Scheduled Tasks supports recurring prompts and task-run history.
Note: Check that file generation is supported for your scheduled workflow. Don't assume files will be delivered or saved to Media Storage automatically.
For setup instructions, see How to Use Scheduled Tasks in Ask AI to Automate Prompts.
Frequently Asked Questions
Q: What files can Ask AI create?
A: Ask AI can create PDF, Word, PowerPoint and Excel files. Other file types may be available for analysis or related actions.
Q: Can I upload an existing document?
A: Yes. Ask AI can use supported uploaded files for summarising, analysis or preparing new content.
Q: Can Ask AI apply my Brand Board?
A: Yes. Ask AI can use available branding information, including colours, fonts and logos. It may ask you to confirm some details.
Q: Can Ask AI research content for a report?
A: Yes. Ask AI can generate researched content with clickable source links. Review important claims and sources before sharing the file.
Q: Can Ask AI create spreadsheets with formulas?
A: Yes. Ask AI can generate Excel workbooks with editable formulas. Check important calculations before relying on them.
Q: Can I edit a file after generating it?
A: Yes. Request changes through chat or select an area in a supported preview.
Q: Can I access earlier file versions?
A: Ask AI keeps versioned revisions of your files. If you can't find an earlier version, contact the ZipLeads support team.
Q: Where can I save generated files?
A: Use the file card to download the file or select Save to Media Storage.
Q: Can I generate recurring reports?
A: Scheduled Tasks supports recurring Ask AI prompts. Check the available file-generation and delivery options for your workflow.
Q: Does Ask AI guarantee that generated files are accurate?
A: No. Ask AI performs automated checks, but you should still review important facts, calculations and formatting.