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Client activity report
A report built from a small fictional sales and expenses CSV, with a table, totals and questions for a client meeting.
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Initial request
The attached CSV contains entirely fictional data for a demonstration. Generate a downloadable report in DOCX and PDF, in Spanish, titled “Informe de actividad: ejemplo ficticio, enero–junio de 2026”. Include the original table, total sales and operating expenses, and the arithmetic difference between them; a comparison of June with May; three questions for the client meeting; and a visible note about missing data. Do not call that difference profit, cash flow or a bank balance: the file does not include taxes, depreciation, inventory, receipts or payments. Do not invent reasons for the change. No more than three pages. Include “Ejemplo con datos ficticios; no es un informe de un cliente real” on the first page.
Follow-up 1
The review found an error in both files: you changed the June row. The CSV I attached contains sales of 21800 and operating expenses of 15700 for 2026-06, but your documents show 23000 and 15800. The PDF has also lost accents and opening question marks. Read the attached CSV actividad-cliente-ficticio-2026.csv again and regenerate the DOCX and PDF from its six exact rows. Do not replace data or reconstruct the table from memory. Before generating the files, check that the rows are: mes,ventas_eur,gastos_operativos_eur 2026-01,18000,14000 2026-02,19000,14200 2026-03,17500,14100 2026-04,21000,14900 2026-05,22500,15300 2026-06,21800,15700 Verify these totals: sales 119800, operating expenses 88200 and arithmetic difference 31600. From May to June, sales fall by 700 and expenses rise by 400; sales minus expenses goes from 7200 to 6100. Do not invent a causal explanation. Keep the full title “Informe de actividad: ejemplo ficticio, enero–junio de 2026”, the three questions for the meeting and the visible note about the missing taxes, depreciation, inventory, receipts and payments. The difference is not profit, cash flow or a bank balance. Include “Ejemplo con datos ficticios; no es un informe de un cliente real” on the first page. No more than three pages. Preserve all accents, ñ, ¿?, and the € symbol in both formats. Write amounts in Spanish format, for example 21.800,00 €. Check both files after generating them and confirm in chat that the table matches the original CSV row by row. Return both new downloadable files. Also replace the previous interactive chart with one using these six exact rows and two bar series, sales and operating expenses, with the axis starting at zero. The June row must be 21800 and 15700. Do not generate an artistic image of the chart; we need a calculated chart with exact values.
Follow-up 2
The amounts in the second version are now correct. Preserve its six rows and totals exactly: sales 119.800,00 €, operating expenses 88.200,00 € and arithmetic difference 31.600,00 €. Two issues still need fixing in the files, not just in the chat response: 1. Both documents have lost the comparison between May and June that I requested. Add the section “Comparación de junio con mayo” with this content: “Las ventas pasan de 22.500,00 € en mayo a 21.800,00 € en junio, una disminución de 700,00 €. Los gastos operativos pasan de 15.300,00 € a 15.700,00 €, un aumento de 400,00 €. La diferencia aritmética entre ventas y gastos operativos pasa de 7.200,00 € a 6.100,00 €, una reducción de 1.100,00 €. El archivo no permite determinar las causas de estas variaciones”. 2. The PDF is still removing accents, ¿ and €. A “standard encoding” that changes the Spanish text does not meet the requirement. Generate the PDF with an embedded Unicode TrueType font, such as DejaVu Sans or Liberation Sans. You can use ReportLab and register that font. Do not transliterate to ASCII, remove diacritics or replace € with EUR to avoid the problem. If you need to locate a font, look for a TrueType font available in the environment or among the fonts of the installed libraries. Regenerate the DOCX and PDF with the same complete content: title “Informe de actividad: ejemplo ficticio, enero–junio de 2026”; opening note “Ejemplo con datos ficticios; no es un informe de un cliente real”; six-month table; totals; the comparison above; the three questions for the meeting; and the note identifying the missing taxes, depreciation, inventory, receipts and payments and explaining that the difference is not profit, cash flow or a bank balance. Keep all amounts in Spanish format and a maximum of three pages. Before delivering the PDF, extract its text and check that it preserves “aritmética”, “Comparación”, “reunión”, “¿A qué”, “¿Cómo”, “próximo”, “tesorería” and “€” exactly. Also check that both files include the comparison and that June retains 21.800,00 € and 15.700,00 €. Return both new downloadable files. Do not generate or modify the chart in this turn.