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Tasks and AI employees

Results and versions

Preview and download the documents an AI employee makes, ask for changes and choose the current version.

When an AI employee finishes a document, such as a Word document, Excel workbook or PowerPoint presentation, a card for it appears in the conversation with Preview document and Download.

Open the results

1. On a wide screen, the results sit beside the conversation. Choose Collapse results to hide them. The button then reads Results with the number of results; choose it to show them again.
2. On a narrow screen, switch between the Conversation and Result tabs.
3. Choose Preview to read a Word document in the page, or Download .xlsx or Download .pptx for a workbook or presentation. Open More actions on a version for its other downloads.

Ask for changes

Reply in the conversation and say what to change. The employee makes a new version and keeps the old ones. The first version becomes current by itself. A later version reads awaiting a decision, with the version it is based on.

1. Preview the new version and check it.
2. Open More actions on that version and choose Set as current version.
3. Choose Confirm. That version becomes what your team downloads as the finished document. The earlier current version stays available in the version history.

Only the company owner or a manager can set a version as current.

Choose Show earlier versions to see older versions. To keep the current version for later tasks, open More actions and choose Save to knowledge.