File Tools

Productivity

Use Macha's built-in File Tools to generate reports and documents from your data. Create spreadsheets, CSVs, PDFs, and Word documents on the fly — no external integrations or API keys needed. Your AI assistant can turn any data into a downloadable file in seconds.

Triggers & Actions

Action

Create Spreadsheet

Generate an Excel (.xlsx) spreadsheet from structured data with formatted columns and rows.

Action

Create CSV

Generate a CSV file from tabular data for easy import into other tools.

Action

Create PDF

Generate a formatted PDF document from text, tables, or structured data.

Action

Create Document

Generate a Word (.docx) document with formatted text, headings, and tables.

Your AI agent, set up for you in under a week

Agent instructions

When someone needs a report, pull the data from connected tools and generate a spreadsheet or PDF

We write the instructions

The Macha team writes your agent's instructions from how your team already answers that kind of ticket.

Create Spreadsheet

Create CSV

Tools for the AI

We connect the tools

We choose the File Tools actions your agent can use, search, update, reply and more, and test it on your past tickets.

Pull data

Generate spreadsheet

Create PDF

It goes to work

Drafts land as private notes until they're right. Then the agent handles that category end to end, and your success manager handles changes.

File Tools works with everything else.

File Tools is even more powerful when connected alongside your other tools. Macha brings them all together, so your AI assistant has full context across your entire stack.

Explore all integrations